Manager, Client Accounting Services - onbo

Project Manager - Accountant

Baker Tilly is a leading advisory, tax and assurance 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. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members 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.

Baker Tilly\'s Accounting and Finance Services Transition team is seeking a detail-oriented, tech-savvy Project Manager - Accountant. You\'ll lead client onboarding, manage accounting software implementations, optimize financial processes, and ensure accurate reporting. This role combines accounting expertise, project management, and technology skills to deliver high-quality client service and process improvements.

Key Responsibilities

• Client Onboarding
• Serve as primary contact for new clients, assess needs, and gather financial/operational data
• Define onboarding timelines, milestones, and expectations; manage budgets and deliverables
• Identify and communicate roadblocks, propose improvements, and ensure client satisfaction
• Software Implementation & Optimization
• Configure and customize cloud accounting platforms (Sage Intacct, QuickBooks Online, NetSuite)
• Integrate third-party tools (bill pay, payroll, expense management)
• Train clients and internal teams; improve efficiency and accuracy of systems
• Accounting Processes & Cleanup
• Streamline workflows, document SOPs, and implement best practices
• Provide initial accounting services (reconciliations, schedules, financial statements) before transition to recurring teams
• Maintain strong knowledge of accounting principles and practices
• Financial Review & Reporting
• Review financial records, reconcile accounts, and resolve