Manager, Client Accounting Services- Onboarding and Projects

Baker Tilly • Frisco, TX

2d

About The Position

Baker Tilly’s Accounting and Finance Services Transition team is seeking a detail-oriented, tech-savvy Project Manager – Accountant. You’ll lead client onboarding, manage accounting software implementations, optimize financial processes, and ensure accurate reporting. This role combines accounting expertise, project management, and technology skills to deliver high-quality client service and process improvements.

Requirements

• 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., QuickBooks Online, Sage Intacct, NetSuite, ADP, Bill.com, 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

Nice To Haves

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

Responsibilities

• 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, QuickBooks Online, NetSuite)
• 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

What This Job Offers

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