Technical Accounting Manager, Advisory

Baker Tilly US; New York (NY); On-site; USD 125,000 - 237,000; Full time

Job summary

Baker Tilly US is seeking a dynamic Technical Manager to join the Office of the CFO Accounting Advisory practice, focusing on technical accounting matters in financial services, digital assets, and fintech sectors.

You will deliver advisory engagements, supervise staff, and apply US GAAP and IFRS knowledge across ASC 810/606/842 while expanding our client service footprint and maintaining high ethical standards.

Qualifications

• 6+ years in a top firm in audit or financial advisory.
• CPA required; CFA or related certifications a plus.
• Strong knowledge of US GAAP and IFRS.
• Experience with Power BI or Tableau is a plus.
• Experience with middle-market financial software such as QuickBooks, NetSuite, Intacct.
• Excellent organizational and multitasking abilities.
• Advanced modeling and Excel skills.
• Ability to work autonomously in a fast-paced environment.
• Strong communication and presentation skills.
• Ability to lead and develop client relationships across industries.

Responsibilities

• Advise on complex accounting topics for financial services clients.
• Lead advisory engagements on ASC 810, 606, 842, 805, 350/360, 718.
• Advise on ASC 815/825 and IFRS 9.
• Develop accounting policies, restatements, and remediation of weaknesses.
• Participate in US GAAP Advisory, Business Analytics and Decision Support, Transaction Support, Finance transformation, Program/Project Management.
• Supervise and mentor staff on engagements.
• Interact with senior managers and partners on client engagements.
• Strengthen client relationships and expand the firm’s footprint with clients.
• Communicate with executives and investors to ensure exceptional client service.
• Participate in recruiting and talent development activities.
• Promote inclusive culture and maintain high ethical standards.
• Achieve profitability, billing, and risk management objectives.

Skills

Financial advisory

Team leadership

Advanced Excel

Quantitative analysis

Communication

Client relationship

Education

Bachelor’s degree in accounting/finance

Master’s degree preferred

Tools

Power BI

Tableau

QuickBooks

NetSuite

Intacct

Job description

Our Purpose

Our purpose is to help build a financial services industry for middle market (company with revenue between $200 million to $5 billion) in which middle market financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, join our dynamic growing team. We help clients with transaction life cycle (IPO, SPAC, merger, divestiture), implement new accounting (US GAAP or IFRS) or regulatory rules, implement or remediate internal controls and transform or digitize their finance functions as well as implement ESG, etc. Sounds interesting? If this is you, please reach out to us to discuss further your interest and qualifications.

The Opportunity

Baker Tilly is currently seeking a dynamic and experienced Technical Manager to join and expand our Financial Advisory Services practice within the Office of the CFO Accounting Advisory practice. This role will specialize in advising clients on complex technical accounting matters and financial instruments, with a strong emphasis on financial services, digital assets, and fintech sectors. The ideal candidate will bring deep expertise in U.S. GAAP, IFRS, and regulatory frameworks, and will serve as a trusted advisor to CFOs and finance leaders navigating accounting complexities, transactions, and emerging financial technologies.

The FAS practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. Our clients range from emerging growth companies to publicly traded companies across financial service sectors.

Your Responsibilities

• Serve as a senior advisor to clients with deep technical expertise in financial instruments, derivatives, securitizations, digital assets and complex accounting issues.
• Lead and deliver advisory engagements on complex accounting topics including:
  • Consolidations (ASC 810)
  • Revenue Recognition (ASC 606)
  • Leases (ASC 842)
  • Business Combinations (ASC 805)
  • Impairments (ASC 350/360)
  • Share‑based payments (ASC 718)
• Advise clients on classification, measurement, and disclosure of financial instruments under ASC 815, ASC 825, and IFRS 9.
• Advise on accounting policy development, restatements, and remediation of material weaknesses.
• Actively participate in projects focused on the following service offerings in financial services:
  • US GAAP Advisory
  • Business Analytics and Decision Support
  • Financial Accounting Advisory Services
  • Transaction Support
  • Finance transformation
  • Program/Project Management
• Supervise, develop and train staff on engagements. Participate actively in the team’s work on a project (i.e., “roll up your sleeves” and work with the team).
• Interact directly with senior managers and partners on matters related to client and engagement management.
• Strengthen existing client relationships and develop new business opportunities by providing outstanding client service while expanding our footprints across other functional areas at clients.
• Communicate with business owners, executive management, investors, lenders, and other sophisticated parties to ensure delivery of exceptional client service.
• Be accessible and anticipate client needs, questions, and issues.
• Invest in professional development through active participation in training sessions and networking events both internally and externally.
• Assist with recruiting activities including campus recruiting and referring experienced individuals to the firm.
• Contribute to the firm’s efforts to attract, retain, and develop staff and seniors and act as mentor for other senior & staff.
• Demonstrate excellent team skills, positive attitude and high ethical standards.
• Lead by example to positively impact employee morale to help build and maintain our inclusive culture.
• Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk management.
• Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams.
• Regularly look for opportunities, recommendations, and additional firm services that could benefit or add value to our clients.

Successful Candidates Will Have

• 6+ years’ experience in a large accounting firm in audit, financial advisory service line in financial services industry.
• Bachelor’s or Master’s degree in a specialized field such as accounting, business, finance or related field – Master’s degree preferred.
• CPA required, CFA or other relevant certifications a plus.
• Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Skills with Power BI and/or Tableau is a plus.
• Deep expertise in Current US GAAP and/or IFRS advisory knowledge and application.
• Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, Intacct, etc., their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements.
• High motivation, initiative and positive attitude.
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately.
• Advanced modeling and Excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data‑driven insights.
• Ability to work autonomously, to meet tight deadlines, and to thrive in a fast‑paced environment with shifting priorities.
• Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives.
• Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries.
• Ability to comfortably interact with senior‑level client personnel, including supporting the preparation of and participating in executive briefings.

What we look for

• We’re interested in versatile people with the ability to take on new responsibilities and listen to clients to get things done. We’re not just looking for technical accounting experience but broader controllership and operational experience including finance transformation – we’re after genuinely interesting people with the ability to build relationships, negotiate and think in unique and creative ways. If you’re a confident leader with a curious mind and the ability to solve complex issues, this role is for you.

Compensation

The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Equal Opportunity Statement

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.