ÊS Manager

Responsibilities Baker Tilly is currently seeking to add a Manager to its growing Client Accounting Services practice in Tewksbury, MA. Responsibilities The CAS manager position is responsible for identifying client accounting, internal control, and financial reporting deficiencies to provide recommendations for process improvements using automation technology and accounting best practices. This position is responsible for the development and delivery of client recommendations including preparation and execution of the detailed project plan to assist client with meeting objectives. Additionally, this position includes implementation of software applications, preparation of account reconciliations, reconfiguration and delivery of financial reports to enhance the accuracy and relevancy of results while ensuring compliance with the appropriate accounting framework. Client Accounting and Advisory Lead best in-class customer service to clients and employees at all times. Ensure client accounting services are provided in a timely, accurate and professional manner. Own client relationships and partner with the Client Relationship Manager (RM), as a business advisor to clients, by providing valuable insights, offering advice on future planning and training client users on enhanced processes. Identify accounting, internal control, and financial reporting issues to provide recommendations for business process improvements and automation using technology based upon knowledge gained relative to the client objectives. Act as liaison to address and resolve client issues, communicating and consulting effectively with all levels of client leadership to provide superior client service, and partnering with RM and/or CFO Advisor in researching and providing additional advisory services to client. Collaborate with team providing client accounting services pertaining to general accounting and financial reporting. This includes tasks such as ensuring the accuracy of account balances, performing account reconciliations, reviewing journal entries and financial statements. Complete final review and approve all client deliverables (standard and complex). Prepare, review and approve client recommendation memorandum including project plan and timeline. Provide oversight of month end close processes and deliverables. Ensure deliverables are timely and complete when issuing to clients. Practice effective two-way communication by proactively communicating and/or asking for status of work, asking/answering questions in a timely manner, and/or seeking clarity when needed in order to keep work progressing. Continuously evaluate processes and procedures within the client services and implementation functions, with emphasis on implementing efficiencies. Manage results of team and client engagements by regularly reviewing key metrics of performance (e.g. utilization, time budget vs. actual, overall team profits, etc.). Bring forward solutions to increase efficiency and productivity and share ideas and recommendations on running profitable engagements. Work with the recurring team to successfully transition clients from the onboarding project phase to the recurring team. Team & Individual Development Manage time and projects effectively by communicating frequently with engagement team members and delegating work as appropriate. Supervise and develop team members with a focus on developing core accounting and advisory skills and competencies through effective and timely review and feedback of staff work and/or client interactions. Continuously invest time in understanding existing and emerging technology applicable to our clients and services. Engage staff and create opportunities to shadow client interactions that require use of consulting/advisory skills and methods. Integrate new knowledge and skills into daily work and share with colleagues as appropriate. Stay current with knowledge of local, state, and federal practices and laws and informs staff of relevant information that may impact our clients. Business Development/Growth Utilize knowledge of clients’ business, industry expertise and understanding of BT products and services to make recommendations for additional and/or expanded offerings. Identify new opportunities to add value through increased advisory services. Collaborate with team and internal clients to identify new business opportunities. Assist in the timely billing and collection from clients Other duties and special projects as assigned Qualifications Successful candidates will meet the following requirements: 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 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) Proficient in MS Office, including Word, PowerPoint, Excel and Outlook Advanced Excel skills required including use of the following formulas: VLOOKUP, SUMIF, remove duplicates, conditional formatting, pivot tables, Text to Columns, LEFT, MID, RIGHT, TRIM Proficient in QuickBooks On-line (QBO) and/or Sage Intacct required Experience in Bill.com a plus Strong attention to detail and focus on accuracy Ability to work in a cross-functional, rapidly changing, deadline driven environment serving multiple clients Ability to provide exceptional client service with a high professional demeanor and ability to handle matters confidentially
LI-REMOTE
LI-JM2 Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 38,000 professionals and a combined worldwide revenue of $4.3 billion.   Many of Baker Tilly’s roles have the opportunity to work remotely. Please discuss with your 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.