Manager, Client Accounting Services-Onboarding and Projects

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.

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Job Description :

Baker Tilly's Accounting and Finance Services Transition team is seeking a detail-oriented, tech-savvy Project Manager - Accountant. 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.

Key Responsibilities

• Client Onboarding

Serve as primary contact for new clients, assess needs, and gather financial / operational data

Configure and customize cloud accounting platforms (Sage Intacct, QuickBooks Online, NetSuite)

Streamline workflows, document SOPs, and implement best practices

Review financial records, reconcile accounts, and resolve discrepancies

Qualifications

Preferred Skills