Associate, Client Accounting Services-Small Business

Baker Tilly • Frisco, WI

1d

About The Position

An Associate within the Client Accounting Services Consulting Team is responsible for providing accounting and financial reporting support services to clients. This role works as part of a team to complete deliverables for clients in a timely manner, with high quality and accuracy. This role works on several clients across various industries and geographies. 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 our 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

Requirements

• Bachelor’s degree in accounting or related field required
• 0-2 years of experience in accounting, bookkeeping, or related field desired.
• 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 and knowledge working within MS Office Suite

Nice To Haves

• Professional services experience a plus.
• Experience in Sage Intacct, QuickBooks and/or Bill.com a plus

Responsibilities

• Provide accounting related services to our clients including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees