Associate, Client Accounting Services Not - for - profit

Associate Job Description

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 an Associate to our team. An Associate within the Client Accounting Services Consulting Team is responsible for providing accounting and financial reporting support services to clients. This role works as part of a team to complete deliverables for clients in a timely manner, with high quality and accuracy. This role works on several clients across various industries and geographies.

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.

• Provide best in-class basic accounting and financial reporting support services to clients under direct supervision and with an emphasis on being responsive, timely, professional and accurate

• 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

• Provide team with basic support to accomplish client deliverables

• Prepare client statements and reports for next level review

• Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing

• Answer basic accounting and software questions, escalating as needed

• Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations

• Responsive to questions/concerns from team members and clients (internal and/or external)

• Execute on defined processes and procedures and share ideas or recommendations for improvements

• Promptly communicate roadblocks and inefficiencies as they arise

• Maintain and expand knowledge base of accounting principles and practices

• Apply learning from one client engagement to the next and share learning with fellow team members where relevant

• Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by supervisor

Qualifications

• Bachelor's degree in accounting or related field preferred. Experience in lieu of a degree may be accepted.

• 0-2 years of experience in accounting, bookkeeping, or related field desired. Professional services experience a plus.

• Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records preferred

• Experience in QuickBooks, Sage Intacct and/or Bill.com a plus

• Experience and knowledge working within MS Office Suite