Fall 2026 Outsourced Finance & Accounting Associate - MA Conversion

Baker Tilly•Walnut Creek, CA

23h•$28 - $36

About The Position

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. The Outsourced Finance & Accounting group helps businesses to operate more effectively, make better decisions and spend less time on accounting and financial operations. The Associate role is instrumental in our ability to deliver on our promise. We are looking for energetic individuals who have a passion for learning and using technology to provide outsourced finance & accounting services to our dynamic client base. Associates fill a variety of roles depending on the accounting service needs of our client. Associates will supervise business processes related to client billing, accounts payable/receivable, payroll, bookkeeping activities, and business tax filings.

Requirements

Must be legally authorized to work in the United States on a full-time basis upon hire. Baker Tilly will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B, STEM OPT)
Associate degree or equivalent work experience required
Ability to commute as needed throughout the region; to include Baker Tilly's offices
Ability to travel to client locations, including overnight stays, with travel expectations varying by department and location
Seasonal flexibility to work overtime or additional hours, including evenings and weekends, as needed
Must have a current, accepted offer with Baker Tilly (formerly Moss Adams)

Nice To Haves

Technology-related coursework highly desirable
Excellent customer service skills; Ability to understand own and others' emotions in order to achieve desired goals
Creative problem solving, critical thinking and research skills; Organize information and exercise well-reasoned judgment
Strong written and verbal communication and interpersonal skills; Demonstrate confidence in decision making and poise in professional setting
Work effectively both as part of a team and independently
Highly motivated and embrace challenges as opportunities to grow
Outstanding organization and project management skills; Take responsibility for quality and timeliness of projects
Quickly adapt to a changing work environment, including the use of software, systems and technology
Proficient with Microsoft Office Suite

Responsibilities

Monitors quality, verifies information, and checks accuracy of work for self and others
Suggests policy & procedure improvements
Assists with new software vetting & implementation
Performs transaction processing to test code and workflow; assists with workflow and knowledge base documentation
Performs account reconciliation
Processes client billings and A/R
Applies cash receipts to open A/R invoices
Creates customer credit memos as approved by client
Applies customer credit memos to open A/R invoices
Oversees local tax and license filings
Provides assistance, information, or support to others to build or maintain relationships
Effectively applies technical knowledge to solve a range of problems.
Develops and uses systems to organize and keep track of information or work progress