Sr – Managed Acct Services Advisory

Overview

BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. BTVK Advisory, and its affiliated entities, have operations in North America, South America, Europe, Asia, and Australia. BTVK Advisory’s ultimate parent entity, Baker Tilly US, LLP, is an independent member 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.

 
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.

To be added to all ET through Experienced requisitions 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:

 

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
• Begin to establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
• Begin to 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 required.
• Minimum 3 years of experience in accounting, bookkeeping, or related field desired.
• Experience in QuickBooks, Sage Intacct, Bill.com, CaseWare, Ramp or other ERP system 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
• Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records.
• 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