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Onboarding Manager, Client Accounting Services

Baker Tilly Advisory Group, LP

Milwaukee, Wisconsin

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JOB DETAILS
SKILLS
Accounting, Accounting Software, American Institute of Certified Public Accountants (AICPA), Applicant Tracking System, Bakery, Budgeting, Business Services, Certified Public Accountant (CPA), Cloud Computing, Consulting, Customer Support/Service, ERP (Enterprise Resource Planning), Expense Management, Facebook, Finance, Financial Operations, Financial Services, Financial Statements, Generally Accepted Accounting Principles (GAAP), Intuit Quickbooks, Leadership, LinkedIn, NetSuite, Onboarding, Operational Improvement, Problem Solving Skills, Process Improvement, Professional Services, Reconciliation, Recruiting/Staffing Agency, Regulations, Risk Analysis, System Migration, Systems Scalability, Technical Support, Technology Analysis, Time Management, Training/Teaching
LOCATION
Milwaukee, Wisconsin
POSTED
7 days ago
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 Accounting & Finance Services (AFS) Transitions Team

As part of Baker Tilly's Managed Services offering, the Accounting & Finance Services (AFS) Transitions team helps new 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 Onboarding Manager to lead client onboarding and accounting system implementations. This role combines accounting expertise, project leadership, 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 leading projects, working directly with clients, and leveraging technology to improve financial operations.

What You'll Do
  • Lead client onboarding from kickoff through transition to recurring teams
  • Serve as the primary client contact; manage scope, timelines, budgets, and deliverables
  • Implement and optimize cloud accounting platforms (Intacct, QBO, NetSuite)
  • Integrate third-party tools (bill pay, payroll, expense management)
  • Identify risks, resolve issues, and drive process improvements
  • Provide initial accounting support, including reconciliations and financial statements
  • Review financials and ensure GAAP-compliant, accurate reporting

What You Bring
  • Bachelor's degree in Accounting, Finance, or related field (CPA preferred)
  • 8+ years of accounting or finance experience, including 5+ years in consulting leading accounting system implementations, migrations, and process/technology assessments
  • Deep GAAP knowledge and experience preparing or reviewing financial statements
  • Experience with cloud accounting and ERP platforms (e.g., NetSuite, Sage Intacct, QuickBooks Online)
  • Ability to train, influence, and collaborate with stakeholders at all levels (staff to C-suite) while delivering high-quality results under deadlines

The pay rate range for this job position is $123,840 to $234,770. Actual compensation is influenced by a variety of relevant factors including

About the Company

B

Baker Tilly Advisory Group, LP

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