Cloud Accounting Specialist

Be part of something bigger. Build with us today — Now, for tomorrow.  At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one—because the steps you take today define your tomorrow.
We are looking for a  Cloud Accounting Specialist  to join our team—a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference—for our clients, our communities, and one another.
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.
“There is no limit to the growth opportunities at Baker Tilly. We pride ourselves on promoting talent when we see it, and work with each professional to define what success means for them.”

Your role   The Cloud Accounting Specialist supports clients through cloud‑based bookkeeping, reporting, and advisory services. The role focuses on accurate financial data, efficient processes, and practical insights. This person works closely with clients and internal teams to maintain clean books, streamline workflows, and enable better decision‑making. This position plays a key role in onboarding new clients to cloud systems and building internal capability by training and developing staff.
Leads onboarding of new clients into cloud accounting services
Transitions clients from desktop or manual processes to cloud solutions
Cleans up historical data and establishes accurate opening balances
Builds standardized, scalable workflows for new engagements
Trains clients on systems, processes, and best practices for recordkeeping
Identifies trends, risks, and opportunities in financial data
Responds to client inquiries and resolves accounting issues in a timely manner
Provides guidance on best practices for recordkeeping and system use
Client Relationships    Lead, mentor, train and develop staff, while providing direction and support to Managers.
Build high-performing teams through coaching, feedback, performance management and knowledge sharing.
Practice and professional development.
Lead practice and professional development initiatives that strengthen technical capability, consistency, efficiency and collaboration across the firm.
Support continuous improvement by advancing firm processes, innovation and operational effectiveness.
Mentors and supports junior staff on client files and cloud tools
Reviews work and provides clear, actionable feedback
Delivers training on cloud systems, workflows, and bookkeeping standards
Shares best practices and drives consistency across engagements
Practice and Professional Development    Standardizes workflows and templates across client engagements
Contributes to development of internal SOPs and training materials
Identifies inefficiencies and implements scalable solutions
Identifies opportunities to expand services based on client needs
Builds strong client relationships and contributes to retention
What you bring to the table    Diploma or degree in Bookkeeping, Accounting, Finance, or related field is considered an asset.
2–5 years of bookkeeping or cloud accounting experience in public accounting or a similar environment
Progress toward or completion of CPA designation is an asset but not required
Produces accurate, well‑organized financial records
Communicates clearly with non‑accounting stakeholders
Manages multiple clients and deadlines effectively
Solves problems independently and escalates when needed
Adapts quickly to new systems and client environments
Strong experience with cloud accounting systems (Quick Books Online preferred)

Experience with app integrations (e.g., Dext, Hubdoc, Wagepoint, Plooto, Shopify)

Experience with Case Ware and desktop accounting software is an asset
Advanced Excel skills (data cleanup, pivot tables, basic analysis)
Comfort with digital workflows and document…