Job Details

Senior Associate

At Baker Tilly, we invest in our people. We believe in continuous learning and development and have several programs to ensure the success of our people. As we continue to expand our not-for-profit practice within our client accounting services practice, we are seeking to add a Senior Associate to our team. In this role, you will provide valuable services such as transactional processing, month-end close, financial reporting and advisory services to our clients to meet their complex financial needs.

Our clients include a diverse range of not-for-profits including foundations, churches, associations, visitors' bureaus and social services organizations. This variety allows us to offer our team a variety of opportunities across numerous not-for-profit sectors, ensuring a continuous flow of impactful and meaningful work.

Responsibilities

• Provide accounting-related services to our clients, including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting
• Support team where needed in accomplishing client deliverables
• Prepare client statements and reports for next level review, including those with more complexity (e.g. multiple-entities, non-profits, unique reporting requirements, etc.)
• Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed to keep work progressing
• Answer general accounting and software questions and take on more complicated accounting work, escalating as needed
• Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
• Review, establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
• Review client data and information to see where the client could benefit from additional/different technologies and/or services
• Execute on defined processes and procedures and share ideas or recommendations for improvements
• Maintain and expand knowledge base of accounting principles and practices
• Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager

Qualifications

• Bachelor's degree in accounting or related field preferred.
• 24 years of experience in accounting, bookkeeping, or a related field required. Experience within a CPA firm environment is strongly preferred.
• Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
• Experience in QuickBooks, Sage Intacct, Bill.com is a plus
• Experience and knowledge working within MS Office Suite
• Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially
• Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures
• Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
• Strong adaptability and multi-tasking skills
• Ability to learn new technology and processes quickly
• Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
• A desire to work independently with clients
• Ability to work limited overtime as needed
• This position is hybrid

The pay rate range for this job position is $49,500 to $118,990. 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.