Onboarding Associate, Client Accounting Services
About The Position
As part of Baker Tilly’s Managed Services offering, the Value Acceleration Office (VAO) team helps clients stabilize financial operations, implement cloud accounting systems, and design scalable processes. We focus on project-based work that sets clients up for long-term success before they transition to recurring service teams. We’re seeking a tech-savvy Senior Associate to support client onboarding and accounting system implementations. This role combines accounting knowledge, project support, and technology to help clients modernize their financial operations and ensure a smooth transition to ongoing support. This role is ideal for accounting professionals who enjoy working on projects directly with clients and leveraging technology to improve financial operations.
Requirements
- Bachelor's degree in Accounting or a related field preferred; equivalent experience considered.
- 1+ years of accounting, bookkeeping, or related experience required; professional services experience is a plus.
- Strong communication skills with the ability to work effectively with stakeholders at all organizational levels.
- Commitment to delivering accurate, high-quality work in a deadline-driven environment.
- Strong analytical, organizational, and problem-solving skills with the ability to manage multiple priorities.
- Adaptability and a willingness to learn new technologies, processes, and best practices.
- Proficiency with Microsoft Office, particularly Excel.
Nice To Haves
- Experience with cloud accounting platforms such as QuickBooks Online, Sage Intacct, Netsuite, BILL.com, or Ramp a plus.
Responsibilities
- Implement and optimize cloud accounting solutions and perform accounting readiness services
- Support client deliverables by providing accounting guidance and answering software-related questions, escalating when appropriate.
- Accounting process design and optimization.
- Prepare documentation to ensure a smooth transition to recurring service teams.
- Communicate progress, flag risks and roadblocks early, and seek clarification to maintain project momentum.
- Deliver high-quality work on time while meeting client expectations and project budgets.
- Build strong relationships with clients and collaborate effectively across internal teams.
- Follow established processes while identifying opportunities to improve efficiency and client outcomes.
- Continue developing your accounting and technology expertise through ongoing learning, certifications, and knowledge sharing.
- Contribute to a collaborative, supportive team culture that values professional growth and work-life balance.
Benefits
- Comprehensive compensation and benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Senior
