Associate, Client Accounting Services-Small Business

Associate, Client Accounting Services‑Small Business

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.

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.

Job Description

• 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 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 required.
• 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 Sage Intacct, Quick Books and/or  a plus.
• Experience and knowledge working within MS Office Suite.

Seniority Level – Entry level

Employment Type – Full‑time

Job Function – Other

Industries – Accounting