Transitions Manager, Real Estate

Baker Tilly • Tempe, AZ

1d

About The Position

Baker Tilly’s Accounting and Finance Services Transition team is seeking a detail-oriented, tech-savvy Project Accounting Manager. You’ll lead client onboarding, manage accounting software implementations, optimize financial processes, and ensure accurate reporting. This role combines accounting expertise, project management, and technology skills to deliver high-quality client service and process improvements.

Requirements

• Bachelor’s Degree in Accounting; CPA or MSA/MBA preferred
• 8+ years in accounting/finance operations; Exposure to property-level and ownership accounting is required
• 5+ years in project management/client implementation
• Expertise with cloud accounting software and 3rd parties (e.g., Yardi Voyager, Yardi Breeze, Rabbet, Avid, BNA, Workiva)
• Strong GAAP and Tax accounting knowledge, analytical skills, and ability to manage multiple projects
• Proficient with MS Office software, Strong Excel skills
• Excellent communication, organizational, and client-facing skills
• Ability to train, collaborate across levels (staff to C-suite), and deliver quality results under deadlines

Nice To Haves

• Consulting or client service experience
• ERP/software migration, implementation, training, & support background
• Familiarity with project management tools (e.g., SmartSheet)
• Experience with accounting process and tech stack assessments

Responsibilities

• Client Onboarding Serve as primary contact for new clients, assess needs, and gather financial/operational data
• Define onboarding timelines, milestones, and expectations; manage budgets and deliverables
• Identify and communicate roadblocks, propose improvements, and ensure client satisfaction
• Software Implementation & Optimization Configure and customize cloud accounting platforms (Yardi Voyager, Yardi Breeze, Rabbet, Avid)
• Integrate third-party tools (bill pay, payroll, expense management)
• Train clients and internal teams; improve efficiency and accuracy of systems
• Accounting Processes & Cleanup Streamline workflows, document SOPs, and implement & train on best practices
• Provide initial accounting services (reconciliations, schedules, financial statements) before transition to recurring teams
• Maintain strong knowledge of accounting principles and practices
• Financial Review & Reporting Review financial records, reconcile accounts, and resolve discrepancies
• Prepare GAAP & Tax-compliant financial statements and ensure timely, accurate reporting

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 1,001-5,000 employees