What are the responsibilities and job description for the Accounting Specialist position at Baker Tilly?
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:
Responsibilities
The main responsibility of the Accounting Specialist is to provide accounting and financial reporting support services to clients with minimal supervision. This role will be responsible for basic accounting tasks and deliverables, however, will continue to work as part of a team to complete deliverables for clients and is expected to do so in a timely manner, with high quality and accuracy. This role works on several clients across various industries and geographies and is expected to be able to manage their time and priorities in order to meet deadlines.
Client Accounting and Advisory
- Provide best in-class accounting and financial reporting support services to clients with regular 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, tax returns, general ledger and monthly, quarterly and year end reporting
- Support team where needed in accomplishing client deliverables
- Prepare client statements and reports for next level review, including those with more complexity (e.g. multiple- entities, non-profits, unique reporting requirements, etc.)
- 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 general accounting and software questions and begin to help manager by taking on more complicated accounting work, escalating as needed
- Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
- Begin to establish and build team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
- Begin to review client data and information to see where the client could benefit from additional/different technologies and/or services
- Promptly communicate roadblocks and inefficiencies as they arise
Individual and Team Development
- Maintain and expand knowledge base of accounting principles and practices
- Familiarize and build your knowledge of local, state, and federal practices and laws
- 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 your manager
- Other duties and special projects as assigned
Qualifications
- Associate's degree required, Bachelor's degree in accounting or related field preferred; Experience in lieu of a degree may be accepted.
- 1-3 years of billing support, preferably in a professional services environment required, 3-5 years of experience in accounting, bookkeeping, or related field preferred
- Strong desire to provide exceptional client service, has a professional demeanor and the ability to handle matters confidentially
- Keen sense of accuracy and attention to detail, and demonstrated ability to follow directions and procedures
- Strong organization and time management skills, with the ability to work effectively and with a sense of urgency in a deadline driven environment serving multiple clients
- Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
- Strong adaptability and multi-tasking skills
- Ability to learn new technology and processes quickly
- Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
- A desire to work independently with clients
- Ability to work limited overtime as needed
- Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records
- Experience in QuickBooks, Sage Intacct, Bill.com and/or Expensify a plus
- Experience and knowledge working within MS Office Suite
