Senior Associate

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.  

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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.

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Job Description:

As a Senior Associate in our Mid Market Outsourced Accounting & Advisory Services practice, you will play a crucial role in providing high-quality accounting and advisory services to our clients. You will be a hands-on leader on engagements, responsible for executing complex accounting tasks, overseeing key client deliverables, and mentoring junior staff. This role is for a highly skilled and experienced professional who is ready to take on more responsibility, serve as a key point of contact for clients, and contribute to the strategic delivery of our services. You will work in a dynamic, collaborative environment, leveraging your technical expertise to ensure client satisfaction and drive successful outcomes.

Key Responsibilities

• Engagement Execution: Lead the day-to-day execution of client accounting engagements, ensuring tasks are completed accurately and on time. This includes managing month-end close processes, complex reconciliations, and financial statement preparation.
• Client Management: Serve as a primary point of contact for client teams, addressing questions, resolving issues, and providing proactive communication.
• Technical Expertise: Apply a strong understanding of Generally Accepted Accounting Principles (GAAP) to all work, ensuring compliance and accuracy in financial reporting.
• Process Leadership: Take ownership of key processes like Procure-to-Pay (P2P), Order-to-Cash (O2C), and Record-to-Report (R2R), identifying and implementing improvements to enhance efficiency.
• Team Leadership & Mentoring: Coach and mentor junior associates, reviewing their work and providing constructive feedback to support their professional development.
• Problem-Solving & Analysis: Perform in-depth financial analysis and research to solve complex accounting issues and provide insights to managers and clients.
• Advisory Support: Contribute to advisory projects, providing recommendations for business and process improvements based on your knowledge of client operations and industry trends.

Qualifications

· Experience:

o 2-4 years of progressively responsible experience in professional accounting functions is required.

o Prior experience in public accounting or a consulting environment is a plus.

· Education:

o Bachelor's degree in Accounting is required.

o CPA certification is preferred or in progress.

· Skills:

o Thorough knowledge of Generally Accepted Accounting Principles (GAAP).

o Proficient knowledge of MS Office Suite, with proficiency in ERP systems (e.g. Workday, SAP, Oracle, QuickBooks Online, Sage Intacct, NetSuite) as a plus.

o Proven ability to manage multiple priorities and projects simultaneously while maintaining a high level of accuracy.

o Excellent communication and interpersonal skills, with the ability to build strong relationships with both clients and internal team members.

o Strong analytical skills with the ability to identify issues, analyze data, and develop solutions.

o Demonstrated leadership abilities, with experience mentoring and reviewing the work of junior staff.