Manager, Client Accounting Services, Small Business

Baker Tilly US; Frisco (TX); Hybrid; USD 90,000 - 120,000; Full time

Job summary

A leading advisory firm in Texas is seeking a Manager for Client Accounting Services to oversee client accounting operations and provide financial expertise. This role involves managing client service, financial reporting, and mentoring staff within a cloud-based environment. Ideal candidates will have a Bachelor's in Accounting, CPA or MBA, and significant experience in public accounting. The position requires strong leadership skills and advanced knowledge of accounting principles, ensuring clients receive exceptional service and valuable insights.

Qualifications

• 6+ years of progressively responsible experience in professional accounting functions.
• Strong knowledge of GAAP and accounting principles.
• Experience in public accounting preferred.

Responsibilities

• Oversee and provide exceptional service to clients, including accounting and advisory services.
• Manage production of periodic financial reports.
• Provide recommendations for business process improvements.
• Coach, train, and mentor staff on client service and accounting matters.

Skills

Accounting principles knowledge

Client service

Leadership and mentoring

Financial report analysis

Business process improvement

Education

Bachelor's Degree in Accounting

CPA or MBA

Tools

Sage Intacct

NetSuite

QuickBooks Online

MS Office (Word, Excel, PowerPoint, Outlook)

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 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

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 in Accounting required
• CPA and/or MBA preferred
• Public Accounting experience a plus
• Six (6) plus 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 Intacct and/or NetSuite required, QuickBooks Online (QBO) experience a plus