Baker Tilly · 3 months ago
Onboarding Manager, Client Accounting Services
Madison, WI
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expBaker Tilly is a leading advisory, tax and assurance firm that provides professional services through an alternative practice structure. They are seeking an Onboarding Manager for their Client Accounting Services to lead client onboarding and accounting system implementations, ensuring a smooth transition to ongoing support while leveraging technology to improve financial operations.
AccountingConsulting
Responsibilities
Lead client onboarding from kickoff through transition to recurring teams
Serve as the primary client contact; manage scope, timelines, budgets, and deliverables
Implement and optimize cloud accounting platforms (Intacct, QBO, NetSuite)
Integrate third-party tools (bill pay, payroll, expense management)
Identify risks, resolve issues, and drive process improvements
Provide initial accounting support, including reconciliations and financial statements
Review financials and ensure GAAP-compliant, accurate reporting
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
8+ years of accounting or finance experience, including 5+ years in consulting leading accounting system implementations, migrations, and process/technology assessments
Deep GAAP knowledge and experience preparing or reviewing financial statements
Experience with cloud accounting and ERP platforms (e.g., NetSuite, Sage Intacct, QuickBooks Online)
Ability to train, influence, and collaborate with stakeholders at all levels (staff to C-suite) while delivering high-quality results under deadlines
Preferred
CPA preferred
Company
Baker Tilly
At Baker Tilly, we care about you and the impact you make. That’s why we’re fully committed to your journey, wherever your ambitions take you.
10001+ employees
H1B Sponsorship
Baker Tilly 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)
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Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Francesca Lagerberg
Chief Executive Officer
Ben Lloyd
Chief Operating Officer
Recent News
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