Senior Tax Accounting Specialist

Baker Tilly•Madison, WI

About The Position

Overview 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. Job Description: The main responsibility of the Senior Tax Accounting Specialist is to provide bookkeeping support services to tax clients with minimal supervision. They apply their own judgement, prioritize their work, work with the client independently. This role will begin to take on more complex bookkeeping tasks and deliverables and work to independently complete deliverables for the tax team and tax clients and is expected to do so in a timely manner, with high quality and accuracy. Take on new clients. This role works on several clients across various industries and geographies and is expected to be able to manage their time and priorities in order to meet deadlines.

Requirements

Associate’s degree in accounting, finance or related field. Bachelor’s preferred
2-4+ years of bookkeeping, accounting, or tax-related client service experience
Strong proficiency in QuickBooks Online and Microsoft Excel
Familiarity with Microsoft Office (Outlook, Word)
Demonstrated ability to work independently while overseeing multiple client engagements simultaneously
Reviewing work, or providing guidance to junior team members
Strong client-service orientation with excellent communication and interpersonal skills
Strong attention to detail, problem-solving abilities, and intellectual curiosity
Commitment to confidentiality and professional integrity
Strong organizational and time-management skills with the ability to meet deadlines in a fast-paced environment
Enjoys interacting with clients and delivering exceptional service with a consultative approach

Responsibilities

Provide best in-class basic accounting and financial reporting support services to clients under direct supervision and with an emphasis on being responsive, timely, professional and accurate
Provide accounting related services to our clients including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting
Provide team with basic support to accomplish client deliverables
Prepare client statements and reports for next level review
Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing
Answer basic accounting and software questions, escalating as needed
Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
Responsive to questions/concerns from team members and clients (internal and/or external)
Execute on defined processes and procedures and share ideas or recommendations for improvements
Promptly communicate roadblocks and inefficiencies as they arise
Maintain and expand knowledge base of accounting principles and practices
Apply learning from one client engagement to the next and share learning with fellow team members where relevant
Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by supervisor