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:

 

Are you passionate about business and technology coming together to deliver the future of finance and accounting services to a variety of clients?

If yes, consider joining Baker Tilly on the Accounting and Finance Services Transition team! We are seeking a detail-oriented and tech-savvy Project Manager Accountant to lead the onboarding of new clients, manage the implementation and optimization of accounting software, and support accurate financial reporting. This role requires a strong background in accounting principles and technical solutions, exceptional project management skills, and a passion for process improvement.

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.

Does this describe you?

• You want to work for a leading professional services firm whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions
• You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities now, for tomorrow

Key Responsibilities:

• Client Onboarding:
  • Serve as the primary point of contact for new clients during the onboarding process
  • Assess client needs and gather relevant financial and operational information
  • Establish and communicate clear onboarding timelines, milestones, and expectations
  • Manage budget, timeline and ongoing operations for your clients
  • Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
  • 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
• Software Implementation & Optimization:
  • Lead or assist in the setup and customization of accounting software (e.g., Sage Intacct, QuickBooks Online, NetSuite)
  • Integrate third-party apps and automation tools (e.g., bill pay, expense management, payroll)
  • Analyze and improve clients’ existing software setups for efficiency and ac