Associate, Accounting Technology & Implementation

Baker Tilly Advisory Group, LP; Dallas (TX); On-site; USD 71,000 - 100,390; Full time

Job summary

Baker Tilly Advisory Group, LP in Dallas is seeking a tech-savvy Senior Associate to support client onboarding and cloud accounting system implementations within the Value Acceleration Office (VAO) team.

You will combine accounting knowledge with project support and technology to modernize clients' financial operations, ensuring a smooth transition to recurring managed services and ongoing support. The role emphasizes collaboration, accuracy, and timely delivery.

Qualifications

• Bachelor's degree in Accounting or related field preferred; equivalent experience considered.
• 1+ years of accounting, bookkeeping, or related experience required; professional services experience is a plus.
• Strong communication, analytical, organizational and problem-solving skills with ability to manage multiple priorities.
• Experience with cloud accounting platforms such as QuickBooks Online, Sage Intacct, NetSuite, BILL.com, or Ramp a plus.

Responsibilities

• Implement and optimize cloud accounting solutions and perform accounting readiness services.
• Support client deliverables by providing accounting guidance and answering software questions.
• Accounting process design and optimization.
• Prepare documentation to ensure a smooth transition to recurring service teams.
• Communicate progress, flag risks and roadblocks early to maintain momentum.
• Deliver high-quality work on time while meeting client expectations and budgets.
• Build strong relationships with clients and collaborate across internal teams.
• Follow established processes while identifying opportunities to improve efficiency.
• Continue developing accounting and technology expertise through learning and certifications.
• Contribute to a collaborative team culture that supports professional growth.

Skills

Accounting knowledge

Client communication

Project coordination

Analytical skills

Education

Bachelor's degree in Accounting or related field

Tools

QuickBooks Online

Sage Intacct

NetSuite

BILL.com

Ramp

Excel

Job description

OverviewBaker 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:About the Value Acceleration Office (VAO) TeamAs part of Baker Tilly’s Managed Services offering, the Value Acceleration Office (VAO) team helps clients stabilize financial operations, implement cloud accounting systems, and design scalable processes. We focus on project-based work that sets clients up for long-term success before they transition to recurring service teams.We’re seeking a tech-savvy Senior Associate to support client onboarding and accounting system implementations. This role combines accounting knowledge, project support, and technology to help clients modernize their financial operations and ensure a smooth transition to ongoing support.Who This is ForIdeal for accounting professionals who enjoy working on projects directly with clients and leveraging technology to improve financial operations.What You'll DoImplement and optimize cloud accounting solutions and perform accounting readiness servicesSupport client deliverables by providing accounting guidance and answering software-related questions, escalating when appropriate.Accounting process design and optimization.Prepare documentation to ensure a smooth transition to recurring service teams.Communicate 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 relationships with clients and collaborate effectively across internal teams.Follow established processes while identifying opportunities to improve efficiency and client outcomes.Continue developing your accounting and technology expertise through ongoing learning, certifications, and knowledge sharing.Contribute to a collaborative, supportive team culture that values professional growth and work-life balance.What You'll BringBachelor's degree in Accounting or a related field preferred; equivalent experience considered.1+ years of accounting, bookkeeping, or related experience required; professional services experience is a plus.Strong communication skills with the ability to work effectively with stakeholders at all organizational levels.Commitment to delivering accurate, high-quality work in a deadline-driven environment.Strong analytical, organizational, and problem-solving skills with the ability to manage multiple priorities.Adaptability and a willingness to learn new technologies, processes, and best practices.Experience with cloud accounting platforms such as QuickBooks Online, Sage Intacct, Netsuite, BILL.com, or Ramp a plus.Proficiency with Microsoft Office, particularly Excel.The pay rate range for this job position is $71,000 to $100,390. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.