Manager, Client Accounting Services, Small Business

Baker Tilly US; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Baker Tilly US is seeking a Manager to join its outsourced client accounting practice in Dallas. You will oversee accounting operations for multiple client companies, prepare financial reports, and help optimize processes in a cloud-based environment.

The role requires a Bachelor's degree, 5 years in accounting, and CPA/MBA preferred. Experience with Sage Intacct, NetSuite or QuickBooks Online and strong GAAP knowledge are essential.

Qualifications

• Bachelor's Degree required.
• CPA and/or MBA preferred.
• 5 years of progressively responsible accounting experience.
• Public accounting experience a plus.
• Advanced knowledge of GAAP and financial reporting.
• Proficient in MS Office and accounting software.

Responsibilities

• Oversee accounting operations for multiple client companies.
• Prepare monthly, quarterly, and annual financial reports.
• Mentor staff and ensure quality client service.
• Recommend business and process improvements.
• Coordinate workflows between offices and audit/tax functions.
• Provide leadership and guidance to the client engagement team.
• Maintain effective internal controls and GAAP compliance.

Skills

GAAP knowledge

Analytical skills

Communication skills

Education

Bachelor's Degree

CPA and/or MBA preferred

Tools

Sage Intacct

NetSuite

QuickBooks Online

MS Office

Job description

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 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.

Job Description

Manager, Client Accounting Services, Small Business

Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We’re looking for a Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve as an Accounting Manager for multiple clients across the country, working with a team of professionals.

This position is responsible for providing our client companies best-in-class service and financial expertise. This position is accountable for the accounting operations of their clients’ company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework. Additionally, the Manager acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly.

• Oversee and provide exceptional service to clients including accounting and advisory services
• Manage production of monthly, quarterly, and financial reports and benchmarking
• Provide recommendations for business and process improvements
• Work with other managers to ensure workflows are efficient and streamlined in and between offices and in and between audit and tax functions
• Coach, train, and mentor staff on client service, tax, and accounting matters
• Oversight and management of current client engagement team
• Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows

Qualifications

• Bachelor's Degree required
• CPA and/or MBA preferred
• Public Accounting experience a plus
• 5 years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred
• Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records
• Excellent understanding of Generally Accepted Accounting Principles (GAAP)
• Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
• Experience in Sage Intaact, NetSuite, or QuickBooks On-line (QBO) is required

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.