Baker Tilly US · 20 hours ago
Associate Accountant, Capital Formation
Madison, WI
Full-time
Onsite
Entry Level
2+ years expBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. They are seeking an Associate Accountant to join the New Markets Tax Credit team within their Transactions practice, responsible for compiling loan data, tracking payments, and preparing compliance documentation.
Accounting
Responsibilities
Compile loan data and create loan servicing packages for lenders and borrowers
Create and send invoices to all clients
Track payments from businesses back through the NMTC structure
Work with businesses, lenders, and clients to determine method of payment
Request, review, and track compliance documents for each transaction within your portfolio
Prepare quarterly accounting entries and work papers for each Sub-CDE within your portfolio, as well as, prepare our clients’ portfolios for annual audits and tax returns
Prepare compliance documentation for our clients and investors on a regular basis
Assist in the NMTC applications process as requested
Prepare quarterly summarized portfolios of our clients’ transactions
Complete other various tasks within the NMTC program as requested internally or externally
Qualification
Required
Two (2)+ years of experience in accounting, bookkeeping, or related field
Knowledge of accounting and bookkeeping principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records
High attention to detail and ability follow directions and procedures, as well as provide up-to-date records on status of all clients at all times
Ability to meet our client service expectations by providing superior communication internally and externally
Proven track record of successful project management and team communication skills
Demonstrated ability to multitask, prioritize work flow, and coordinate activities as needed
Computer skills and knowledge including typing, QuickBooks and Microsoft Office Suite
Preferred
Associate's degree in accounting or related field of study
Company
Baker Tilly US
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.
10001+ employees
H1B Sponsorship
Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
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