Senior Associate, Accounting Technology & Implementation (Sage Intacct)
About The Position
The Senior Associate will support client onboarding and accounting system implementations as part of Baker Tilly’s Managed Services Value Acceleration Office (VAO) team. The team helps clients stabilize financial operations, implement cloud accounting systems, and design scalable processes through project-based work that prepares clients for transition to recurring service teams. This position combines accounting knowledge, project support, and technology to help clients modernize their financial operations and transition smoothly to ongoing support. The role involves implementing and optimizing cloud accounting solutions, performing accounting readiness services, providing accounting guidance, and answering software-related questions. The Senior Associate will document work for transition to recurring service teams, communicate project progress and risks, meet client expectations and project budgets, and collaborate with clients and internal teams. The position also involves following established processes while identifying opportunities for improvement and developing accounting and technology expertise through learning, certifications, and knowledge sharing. The position’s pay range is $82,500 to $132,700. Actual compensation depends on relevant factors such as skills, experience, qualifications, certifications, work arrangements, geographic location, and business needs. Baker Tilly offers a compensation and benefits package to eligible employees. Work location status should be discussed with a Baker Tilly talent acquisition professional.
Requirements
- At least 3 years of accounting, bookkeeping, or related experience.
- Experience with cloud accounting platforms such as Sage Intacct, QuickBooks Online, NetSuite, BILL.com, or Ramp.
- Strong communication skills and ability to work effectively with stakeholders at all organizational levels.
- Commitment to accurate, high-quality work in a deadline-driven environment.
- Strong analytical, organizational, and problem-solving skills, including the ability to manage multiple priorities.
- Adaptability and willingness to learn new technologies, processes, and best practices.
- Proficiency with Microsoft Office, particularly Excel.
Nice To Haves
- Bachelor’s degree in Accounting or a related field; equivalent experience is considered.
- Professional services experience.
- Familiarity with project management practices.
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.
- Design and optimize accounting processes.
- Prepare documentation to support a smooth transition to recurring service teams.
- Communicate project 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 client relationships and collaborate effectively across internal teams.
- Follow established processes and identify opportunities to improve efficiency and client outcomes.
- Develop accounting and technology expertise through ongoing learning, certifications, and knowledge sharing.
- Contribute to a collaborative team culture that values professional growth and work-life balance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
