Talent.com
Senior Associate, Client Accounting Services-Small Business
Senior Associate, Client Accounting Services-Small BusinessBaker Tilly Advisory Group, LP • USA, Wisconsin, Milwaukee
Senior Associate, Client Accounting Services-Small Business

Senior Associate, Client Accounting Services-Small Business

Baker Tilly Advisory Group, LP • USA, Wisconsin, Milwaukee
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Overview

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. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity / affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description : Responsibilities :

  • Provide accounting related services to our clients, including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting
  • Support team where needed in accomplishing client deliverables
  • Prepare client statements and reports for next level review, including those with more complexity (e.g. multiple- entities, unique reporting requirements, etc.)
  • Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing
  • Answer general accounting and software questions and begin to help Controller by taking on more complicated accounting work, escalating as needed
  • Oversight of Associate Accountants on client engagements and review of related Associate deliverables
  • Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
  • Begin to establish and build deeper team and client (internal / external) relationships and facilitate and maintain positive and proactive communications
  • Begin to review client data and information to see where the client could benefit from additional / different technologies and / or services
  • Execute on defined processes and procedures and share ideas or recommendations for improvements
  • Maintain and expand knowledge base of accounting principles and practices
  • Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager

Qualifications :

  • Bachelor's degree in accounting or related field preferred. Experience in lieu of a degree may be accepted.
  • 2-4 years of experience in accounting, bookkeeping, or related field desired. Professional services experience, preferred.
  • Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
  • Experience in QuickBooks, Sage Intacct, BILL, Ramp, NetSuite and / or Expensify a plus
  • Experience and knowledge working within MS Office Suite
  • Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially
  • Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures
  • Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
  • Strong adaptability and multi-tasking skills
  • Ability to learn new technology and processes quickly
  • Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
  • A desire to work independently with clients
  • Ability to work limited overtime as needed
  • serp_jobs.job_alerts.create_a_job

    Associate Accounting • USA, Wisconsin, Milwaukee

    Job_description.internal_linking.related_jobs
    Senior Associate- Finance and Accounting BPO / Managed Services

    Senior Associate- Finance and Accounting BPO / Managed Services

    Baker Tilly Advisory Group, LP • USA, Wisconsin, Milwaukee
    serp_jobs.job_card.full_time
    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. New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Client Happiness Associate

    Client Happiness Associate

    VirtualVocations • Racine, Wisconsin, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Happiness Servicing Associate.Key Responsibilities Respond promptly to client inquiries through various communication channels, providing accurate information an...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Business Operations Senior Associate

    Business Operations Senior Associate

    VirtualVocations • Milwaukee, Wisconsin, United States
    serp_jobs.job_card.full_time
    A company is looking for a Business Operations Senior Associate.Key Responsibilities Act as a strategic partner to leadership, driving high-impact business initiatives Lead and execute key cross...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Associate, Business Operations

    Senior Associate, Business Operations

    VirtualVocations • Milwaukee, Wisconsin, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Associate, Business Operations.Key Responsibilities Partner with marketing, product, and business development teams to integrate customer performance insights in...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate Counsel

    Associate Counsel

    Associated Bank - Corp • Milwaukee, WI, United States
    serp_jobs.job_card.full_time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate Manager of Subscriptions

    Associate Manager of Subscriptions

    VirtualVocations • Racine, Wisconsin, United States
    serp_jobs.job_card.full_time
    A company is looking for an Associate Manager - Membership, Protection, and Subscriptions.Key Responsibilities Develop systematic reporting and self-service solutions using SQL and data visualiza...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Accounting Associate III

    Accounting Associate III

    VirtualVocations • Racine, Wisconsin, United States
    serp_jobs.job_card.full_time
    A company is looking for an Accounting Associate 3.Key Responsibilities Processes daily payments including checks, ACH's, and wires Performs adjustments for previously processed payments Assist...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Accounting Manager with CPA

    Senior Accounting Manager with CPA

    VirtualVocations • Milwaukee, Wisconsin, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Accounting Manager to oversee accounting operations and perform key accounting tasks.Key Responsibilities : Manage the monthly, quarterly, and annual close proces...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Accounting Consultant

    Accounting Consultant

    VirtualVocations • Milwaukee, Wisconsin, United States
    serp_jobs.job_card.full_time
    A company is looking for an Accounting Consultant (REMOTE).Key Responsibilities : Provide accounting / finance support for government contracting clients, including accounts payable and receivable m...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Accounting Associate

    Accounting Associate

    VirtualVocations • Racine, Wisconsin, United States
    serp_jobs.job_card.full_time
    A company is looking for an Accounting Associate to support the Practice Management Department in a remote position.Key Responsibilities Oversee financial data, maintaining accurate books on acco...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Provider Escalation Senior Associate

    Provider Escalation Senior Associate

    VirtualVocations • Racine, Wisconsin, United States
    serp_jobs.job_card.full_time
    A company is looking for a Provider Escalation & Education Senior Associate.Key Responsibilities Act as a point of contact for escalated issues, providing expertise and guidance Support developm...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Accounting Associate

    Senior Accounting Associate

    VirtualVocations • Racine, Wisconsin, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Accounting Associate to join their Client Accounting Services team.Key Responsibilities Prepare financial statements and perform tax services and consulting for ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Indiana CPA Senior Audit Associate

    Indiana CPA Senior Audit Associate

    VirtualVocations • Milwaukee, Wisconsin, United States
    serp_jobs.job_card.full_time
    A company is looking for a Remote Senior Audit Associate.Key Responsibilities Coordinate engagement planning, fieldwork, and review with the team and clients Lead assurance engagements and super...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Associate, Client Services

    Senior Associate, Client Services

    VirtualVocations • Milwaukee, Wisconsin, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Associate, CSA-3.Key Responsibilities Provide clients with account statements, balance inquiries, and various banking documents Facilitate account maintenance, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Client Accounting Lead

    Remote Client Accounting Lead

    VirtualVocations • Milwaukee, Wisconsin, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.part_time
    A company is looking for a Remote Client Accounting Lead (Part Time).Key Responsibilities Oversee end-to-end bookkeeping and finance processes for 10-20 clients, including invoicing, payroll, and...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Senior Accountant - OH

    Senior Accountant - OH

    VirtualVocations • Racine, Wisconsin, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Accountant to join their accounting team.Key Responsibilities : Ensure accurate intercompany reconciliations and account balances Prepare and maintain financial ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate-Finance and Accounting BPO / Managed Services

    Associate-Finance and Accounting BPO / Managed Services

    Baker Tilly Advisory Group, LP • USA, Wisconsin, Milwaukee
    serp_jobs.job_card.full_time
    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. New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Senior Associate- Client Accounting Services, Real Estate

    Senior Associate- Client Accounting Services, Real Estate

    Baker Tilly Advisory Group, LP • USA, Wisconsin, Milwaukee
    serp_jobs.job_card.full_time
    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. New York, London, San Francisco, Los Angele...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days