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Associate, Client Accounting Services Not-for-Profit

Associate, Client Accounting Services Not-for-Profit

Baker Tilly Advisory Group, LPUSA, Wisconsin, Madison
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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 :

At Baker Tilly, we invest in our people. We believe in continuous learning and development and have several programs to ensure the success of our people. As we continue to expand our not-for-profit practice within our client accounting services practice, we are seeking to add an Associate to our team. An Associate within the Client Accounting Services Consulting Team is responsible for providing accounting and financial reporting support services to clients. This role works as part of a team to complete deliverables for clients in a timely manner, with high quality and accuracy. This role works on several clients across various industries and geographies.

Our clients include a diverse range of not-for-profits including foundations, churches, associations, visitors' bureaus and social services organizations. This variety allows us to offer our team a variety of opportunities across numerous not-for-profit sectors, ensuring a continuous flow of impactful and meaningful work.

  • Provide best in-class basic accounting and financial reporting support services to clients under direct supervision and with an emphasis on being responsive, timely, professional and accurate
  • 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
  • Provide team with basic support to accomplish client deliverables
  • Prepare client statements and reports for next level review
  • 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 basic accounting and software questions, escalating as needed
  • Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
  • Responsive to questions / concerns from team members and clients (internal and / or external)
  • Execute on defined processes and procedures and share ideas or recommendations for improvements
  • Promptly communicate roadblocks and inefficiencies as they arise
  • Maintain and expand knowledge base of accounting principles and practices
  • Apply learning from one client engagement to the next and share learning with fellow team members where relevant
  • Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by supervisor

Qualifications

  • Bachelor's degree in accounting or related field.
  • 0-2 years of experience in accounting, bookkeeping, or related field desired. Professional services experience a plus.
  • Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records preferred
  • Experience in QuickBooks, Sage Intacct and / or Bill.com a plus
  • Experience and knowledge working within MS Office Suite
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