Manager, CAS Small Business Onboarding and ProjectsBaker Tilly • Frisco, TX, US
Manager, CAS Small Business Onboarding and Projects
Baker Tilly • Frisco, TX, US
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job_description.job_card.job_descriptionSupport the implementation of new accounting technology through leading practice setup for accounting processes Provide initial accounting related services and cleanup services to our clients as needed before transition to recurring team for ongoing services including reconciling balance sheet accounts, creating reconciliation schedules, and producing financial statements for next level review Partner with project managers to identify project risks and issues and work together to collaboratively develop and articulate mitigation strategies Provide team with basic support to accomplish client deliverables Prepare internal documentation for recurring services team upon project transition Proactively communicate status of work, ask timely questions, and seek clarity from lead on client engagement when needed to keep work progressing Answer accounting and software questions, escalating as needed Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations Respond 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 Invest in your professional development individually and through participation in firm wide learning and development programs Enjoy friendships, social activities and team outings that encourage a work-life balance Bachelor's degree in accounting or related field preferred. Experience in lieu of a degree may be accepted Five (5) 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 Ability to communicate effectively and work with client resources from lower level to C-suite Demonstrate a commitment to quality for completion of projects in a timely manner Excellent analytic skills and the ability to develop processes and methodologies Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed 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 Experience in QuickBooks Online, Sage Intacct, BILL, Ramp a plus Experience and knowledge working within MS Office Suite
Client Accounting Services Small Business Team
Are you interested in joining one of the fastest growing consulting and accounting firms in the country?
If yes, consider joining Baker Tilly (BT) on the Client Accounting Services (CAS) Small Business team! In this role, you would join the Onboarding & Projects sub-team of the CAS Small Business team. The Onboarding & Projects team is focused on the initial technology setup and accounting cleanup work for our team members that provide recurring outsourced accounting for small to mid-size businesses. This is a great opportunity to be a valued team member in one of our most dynamic markets. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if :
- You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized
- You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance
- You are excited about enabling accounting technology solutions
- You have a passion for process improvement and enjoy finding ways to make current state client accounting processes more efficient
- You like to work with a variety of clients at the same time
- You are a problem solver and creative thinker
- You are proficient in accrual-based accounting
- You are a team player with strong communication skills and desire to work collaboratively with others to meet client needs
- You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together
- You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow
What you will do :
What qualifications you need :
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