Hiring.Camp

Onboarding Associate, Client Accounting Services

bakertilly

·

3 days ago

Salary
$71k – $100k
Location
USA TX Frisco, United States of America · USA TX Dallas 12221 Merit Dr
Type
Full-time
Department
Finance
Seniority
Entry
Education
Bachelor
Source
Workday

Description

Overview

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 – New York, London, San Francisco, Los Angeles, Chicago and Boston. 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 US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

Please discuss the work location status with your Baker Tilly 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.

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:

 

About the Value Acceleration Office (VAO) Team

As part of Baker Tilly’s Managed Services offering, the Value Acceleration Office (VAO) team helps clients stabilize financial operations, implement cloud accounting systems, and design scalable processes. We focus on project-based work that sets clients up for long-term success before they transition to recurring service teams.

We’re seeking a tech-savvy Senior Associate to support client onboarding and accounting system implementations. This role combines accounting knowledge, project support, and technology to help clients modernize their financial operations and ensure a smooth transition to ongoing support.

Who This is For

Ideal for accounting professionals who enjoy working on projects directly with clients and leveraging technology to improve financial operations.

What You'll Do

  • Implement and optimize cloud accounting solutions and perform accounting readiness services

  • Support client deliverables by providing accounting guidance and answering software-related questions, escalating when appropriate.

  • Accounting process design and optimization.

  • Prepare documentation to ensure a smooth transition to recurring service teams.

  • Communicate progress, flag risks and roadblocks early, and seek clarification to maintain project momentum.

  • Deliver high-quality work on time while meeting client expectations and project budgets.

  • Build strong relationships with clients and collaborate effectively across internal teams.

  • Follow established processes while identifying opportunities to improve efficiency and client outcomes.

  • Continue developing your accounting and technology expertise through ongoing learning, certifications, and knowledge sharing.

  • Contribute to a collaborative, supportive team culture that values professional growth and work-life balance.

 What You'll Bring

  • Bachelor's degree in Accounting or a related field preferred; equivalent experience considered.

  • 1+ years of accounting, bookkeeping, or related experience required; professional services experience is a plus.

  • Strong communication skills with the ability to work effectively with stakeholders at all organizational levels.

  • Commitment to delivering accurate, high-quality work in a deadline-driven environment.

  • Strong analytical, organizational, and problem-solving skills with the ability to manage multiple priorities.

  • Adaptability and a willingness to learn new technologies, processes, and best practices.

  • Experience with cloud accounting platforms such as QuickBooks Online, Sage Intacct, Netsuite, BILL.com, or Ramp a plus.

  • Proficiency with Microsoft Office, particularly Excel.

The pay rate range for this job position is $71,000 to $100,390. 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.

Skills

ExcelQuickBooksNetSuiteCPA

Similar Jobs

30

Client Onboarding Associate

PNC Bank · Phoenix - East Camelback Exec Suite (AZ014), United States of America · Onsite

2 days ago

Client Onboarding Associate

Franklintempleton · NY1MFL20FID, United States of America +1

1 week ago

Client Onboarding Associate

Franklintempleton · NY1MFL20FID, United States of America +1

2 weeks ago

Client Onboarding Associate

Novatech · Columbia, SC

2 weeks ago

Associate, Client Onboarding

IFM Investors · London, United Kingdom, GB

2 weeks ago

Client Onboarding Associate

Franklintempleton · NY1MFL20FID, United States of America +1

1 month ago

Client Onboarding Associate

Homrich Berg · Atlanta, GA

1 month ago

Associate, Client Onboarding

BMO is · FCP, Canada

2 months ago

Client Onboarding Associate

Novatech · Nashville, TN

2 months ago

Client Onboarding Associate

Jefferies · Jersey City, NJ, United States, US

2 months ago

Client Onboarding Associate

Novatech · Irving, TX

2 months ago

Client Onboarding Associate

Novatech · Irving

2 months ago

Client Onboarding Associate

PNC Bank · Plaza Building Indianapolis (IN001), United States of America +2 · Onsite

2 months ago

Client Onboarding Associate

Novatech · Memphis

2 months ago

Client Onboarding Associate

PNC Bank · PNC Tower - Louisville (KY012), United States of America +2 · Onsite

3 months ago

Associate - Client Onboarding

Clearstreet · New York, NY +1

4 months ago

Client Onboarding Associate

PNC Bank · Phoenix - East Camelback Exec Suite (AZ014), United States of America · Onsite

4 months ago

Associate, Client Onboarding

HarbourVest is an independent · Bogotá, Colombia · Remote, Hybrid

5 months ago

Client Onboarding Associate (Know Your Customer Verification - Mergers & Acquisitions, Business Escrows, and Corporate Debt) - Hybrid

mtb · Wilmington, DE, United States of America · Hybrid

6 days ago

Client Onboarding Associate - KYC Quality Control team

JPMorgan Chase · Ciudad Autónoma de Buenos Aires, Argentina

2 weeks ago

Client Onboarding Associate - KYC Quality Control team

JP Morgan Chase · Ciudad Autónoma de Buenos Aires, Argentina

2 weeks ago

Client Onboarding, Associate/ AVP

Jefferies · Tokyo, Japan, JP

2 weeks ago

Associate, Client Onboarding Specialist

IEQ Capital · Dallas, TX +1

3 weeks ago

Associate, Client Onboarding Specialist

IEQ Capital · Los Angeles, CA +1

3 weeks ago

Associate, Client Onboarding Specialist

IEQ Capital · Foster City, CA +1

3 weeks ago

Client Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - Hybrid

mtb · Wilmington, DE, United States of America +2 · Hybrid

3 weeks ago

Client Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - Hybrid

Mtb · Wilmington, DE, United States of America +2 · Hybrid

3 weeks ago

Senior Associate, Client Onboarding

HarbourVest is an independent · Boston, United States of America · Hybrid

3 weeks ago

Associate, Client Onboarding, Equity Derivatives

Citicclsa · Hong Kong - One Pacific Place

3 weeks ago

Payments Client Onboarding - Associate

JP Morgan Chase · Bengaluru, Karnataka, India

4 weeks ago