Manager, Client Accounting Services- Onboarding and Projects

Baker Tilly Virchow Krause, LLP•Philadelphia, PA

33d

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

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
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
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
Review financial records, reconcile accounts, and resolve discrepancies
Prepare GAAP-compliant financial statements and ensure timely, accurate reporting