Senior Associate, Client Accounting Services - Anchin & BPB Conversion

Baker Tilly•New York City, NY

About The Position

The Senior Associate, Client Accounting Services provides accounting-related services to clients, including accounts payable and receivable, account reconciliations, journal entries, general ledger work, and monthly, quarterly, and year-end reporting. The role supports team members in delivering client work and prepares client statements and reports for review, including more complex work involving multiple entities, nonprofits, or unique reporting requirements. The position involves communicating proactively about work status, seeking clarification to keep assignments progressing, answering general accounting and software questions, and taking on more complex accounting work with appropriate escalation. The Senior Associate is expected to meet client service standards and time budgets, develop stronger relationships with clients and colleagues, identify potential technology or service needs, follow and improve established processes, and maintain knowledge of accounting principles and applicable technology platforms.

Requirements

Must have a current, accepted offer with Baker Tilly (formerly Anchin or Berkowitz Pollack Brant).
Two to four years of experience in accounting, bookkeeping, or a related field is desired.
Knowledge of accounting, bookkeeping, and payroll principles for classifying, recording, and summarizing data and maintaining financial records.
Experience and knowledge working within the Microsoft Office Suite.
Strong client-service orientation, professional demeanor, and ability to handle matters confidentially.
Accuracy, attention to detail, and ability to follow directions and procedures.
Strong organizational and time-management skills, including ability to work effectively with urgency in a deadline-driven environment serving multiple clients.
Adaptability and ability to multitask.
Ability to learn new technology and processes quickly, learn from experience, and apply and share new knowledge and skills.
Desire and ability to work independently with clients.
Ability to work limited overtime as needed.

Nice To Haves

Bachelor’s degree in accounting or a related field preferred; relevant experience may be accepted in lieu of a degree.
Professional services experience preferred.
Experience with QuickBooks, Sage Intacct, Bill.com, and/or Expensify is a plus.

Responsibilities

Provide client accounting services, including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger work, and monthly, quarterly, and year-end reporting.
Support the team in accomplishing client deliverables.
Prepare client statements and reports for next-level review, including more complex work involving multiple entities, nonprofits, or unique reporting requirements.
Communicate work status proactively, ask timely questions, and seek clarification from engagement leads to keep work progressing.
Answer general accounting and software questions and take on more complicated accounting work, escalating as needed.
Meet client service expectations by delivering quality work on time and meeting time budget expectations.
Build team and client relationships and maintain positive, proactive communications.
Review client data and information to identify opportunities for additional or different technologies or services.
Follow defined processes and procedures and share ideas or recommendations for improvements.
Maintain and expand knowledge of accounting principles and practices.
Stay current with applicable technology platforms and obtain certifications as directed by the manager.