Manager, Client Accounting Services-Onboarding and Projects

Manager, Client Accounting Services‑Onboarding and Projects

Join to apply for the Manager, Client Accounting Services‑Onboarding and Projects role at Baker Tilly US

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 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.

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.

• Client Onboarding
• Serve as primary contact for new clients, assess needs, and gather financial/operational data
• Define onboarding timelines, milestones, and expectations; manage budgets and deliverables
• Identify and communicate roadblocks, propose improvements, and ensure client satisfaction
• Software Implementation & Optimization
• Configure and customize cloud accounting platforms (Sage Intacct, Quick Books Online, Net Suite)
• Integrate third‑party tools (bill pay, payroll, expense management)
• Train clients and internal teams; improve efficiency and accuracy of systems
• Accounting Processes & Cleanup
• Streamline workflows, document SOPs, and implement best practices
• Provide initial accounting services (reconciliations, schedules, financial statements) before transition to recurring teams
• Maintain strong knowledge of accounting principles and practices
• Financial Review & Reporting
• Review financial records, reconcile accounts, and resolve discrepancies
• Prepare GAAP‑compliant financial statements and ensure timely, accurate reporting

• Bachelor’s in Accounting, Finance, or related field; CPA preferred
• 8+ years in accounting/finance operations; 5+ years in project management/client implementation
• Expertise with cloud accounting software and 3rd parties (e.g., Quick Books Online, Sage Intacct, Net Suite, ADP, , Expensify)
• Strong GAAP knowledge, analytical skills, and ability to manage multiple projects
• Excellent communication, organizational, and client‑facing skills
• Ability to train, collaborate across levels (staff to C‑suite), and deliver quality results under deadlines

• Consulting or client service experience
• ERP/software migration background
• Familiarity with project management tools (e.g., Smart Sheet)
• Experience with accounting process and tech stack assessments