Senior Manager - Client Accounting Services, Not for Profit

Baker Tilly US; Dallas (TX); Hybrid; USD 63,000 - 221,000; Full time

Job summary

Baker Tilly US, LLP is seeking a Senior Manager to join its outsourced client accounting practice in a cloud-based environment. You will serve as an Accounting Manager for multiple clients nationwide, leading a team of professionals and delivering best-in-class financial services.

The role requires 8+ years in accounting, GAAP knowledge, and expertise with Sage Intacct. CPA and/or MBA is preferred; a strong emphasis on client service and leadership is essential.

Qualifications

• Bachelor's Degree in Accounting required.
• CPA and/or MBA preferred.
• Eight or more years of progressively responsible experience in professional accounting functions.
• Experience supporting complex not-for-profit clients is required.
• Advanced knowledge of accounting principles and GAAP.
• MS Office proficiency (Word, Excel, PowerPoint, Outlook).
• Experience in Sage Intacct required; QuickBooks Online (QBO) experience a plus.
• Experience interfacing Sage Intacct with Ramp, Bill, etc.

Responsibilities

• Serve as the senior relationship leader and trusted advisor for an assigned portfolio of Managed Services clients.
• Provide leadership across accounting operations, financial reporting, internal controls, technology, process improvement, and financial management.
• Accountable for client satisfaction and retention, engagement economics, team performance, service quality, and growth of the Managed Services practice.
• Oversee and provide exceptional service to clients including relationships with executives and boards.
• Review financial statements and reporting packages for accuracy and completeness.
• Manage production of monthly, quarterly, and financial reports.
• Coordinate workflows across offices and between audit and tax functions.
• Coach and mentor staff on client service and accounting matters.
• Lead initiatives to improve close cycles, reporting, workflows, controls, and service delivery.
• Promote use of accounting platforms and automation.

Skills

Public accounting

GAAP

Leadership

Financial analysis

Client service

Education

Bachelor's Degree in Accounting

CPA and/or MBA preferred

Tools

Sage Intacct

QuickBooks Online

Ramp

Bill

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.

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

Are you ready for a new accounting challenge? Do you want to use your experience from public accounting in a new way? We’re looking for an experienced Senior 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 organizations with 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 Senior 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.

Responsibilities

• Serve as the senior relationship leader and trusted advisor for an assigned portfolio of Managed Services clients.
• Provides leadership across accounting operations, financial reporting, internal controls, technology, process improvement, and financial management
• Accountable for client satisfaction and retention, engagement economics, team performance, service quality, and the continued growth and scalability of the Managed Services practice
• Oversee and provide exceptional service to clients including developing trusted relationships with executive leaders, boards, finance committees and other key leaders.
• Review financial statements and reporting packages for accuracy, completeness, consistency, and meaningful presentation.
• Manage production of monthly, quarterly, and financial reports
• 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, NFP industry best practices and accounting matters
• Oversight and management of current client engagement team
• Lead or sponsor initiatives that improve close cycles, reporting, workflows, controls, and overall service delivery.
• Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows
• Promote effective use of accounting platforms (Sage Intacct), workflow tools, reporting technologies, and automation.

Qualifications

• Bachelor's Degree in Accounting required
• CPA and/or MBA preferred
• Public accounting or BPO firm experience required
• Eight (8) plus years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred
• Experience supporting complex not for profit clients is required
• 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 required, QuickBooks Online (QBO) experience a plus
• Experience in interfacing Sage Intacct with 3rd party applications such as Ramp, Bill, etc.

The pay rate range for this job position is $63,300 to $220,830. 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. #hybrid