Senior Associate - 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 and financial reporting support services across multiple client engagements, including accounts payable, accounts receivable, reconciliations, journal entries, general ledger activities, and periodic reporting.
• Support month-end, quarter-end, and year-end close activities while ensuring accuracy and timely completion of deliverables.
• Prepare client reports and financial statements, including more complex engagements involving multiple entities and nonprofit-specific reporting requirements.
• Collaborate with team members to support client deliverables and maintain high-quality service standards.
• Proactively communicate work progress, identify issues, and seek clarification when needed to ensure efficient engagement execution.
• Respond to accounting and software-related inquiries while escalating complex matters appropriately.
• Build and maintain positive working relationships with clients and internal stakeholders through proactive communication and collaboration.
• Identify opportunities where clients may benefit from additional technologies, process improvements, or service enhancements.
• Follow established accounting processes and procedures while contributing ideas for operational improvements and efficiencies. Maintain and expand knowledge of accounting principles, nonprofit accounting practices, and applicable technology platforms. Stay current with updates to accounting systems and support ongoing technology adoption and process improvements

Qualifications

• Bachelor’s degree required.
• 3+ years of accounting, bookkeeping, or related experience preferred.
• Experience with QuickBooks, Sage Intacct, Bill.com, CaseWare, Ramp, or similar ERP/accounting platforms preferred.
• Strong understanding of accounting, bookkeeping, and payroll principles.
• Strong attention to detail with a focus on accuracy, consistency, and quality.
• Strong organizational and time management skills with the ability to manage multiple priorities in a deadline-driven environment.
• Ability to adapt quickly to new technologies, systems, and processes.
• Strong analytical, problem-solving, and communication skills.
• Ability to work effectively both independently and within a collaborative team environment.
• Client-focused mindset with the ability to maintain professionalism and confidentiality. Proficiency in Microsoft Office applications and cloud-based accounting technologies. Flexibility to support occasional overtime during peak periods as needed.