Accounting professional at State Street focusing on digital asset services. Collaborating with internal teams and clients to drive innovative accounting solutions for fund administration.
About the role
- Senior Associate providing essential accounting services for not-for-profits at Baker Tilly. Collaborating on financial reporting and client deliverables within a supportive team environment.
Responsibilities
- Provide accounting-related services to our clients, including accounts payable, accounts receivable, account reconciliation, journal entries, 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 to keep work progressing
- Answer general accounting and software questions and take 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
- Review, establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
- Review client data and information to see where the client could benefit from additional/different technologies and/or services
- Execute on defined processes and procedures and share ideas or recommendations for improvements
- Maintain and expand knowledge base of accounting principles and practices
- Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager
Requirements
- Bachelor’s degree in accounting or related field preferred.
- 2–4 years of experience in accounting, bookkeeping, or a related field required.
- Experience within a CPA firm environment is strongly preferred.
- 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 is a plus
- Experience and knowledge working within MS Office Suite
- 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
- 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
Benefits
- comprehensive compensation and benefits package to eligible employees
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