Senior Manager, Client Accounting Services- Small Business

Senior Manager, Client Accounting Services – Small Business

Join Baker Tilly US as a Senior Manager overseeing our Client Accounting Services (CAS) practice. This role involves managing all phases of engagement planning and administration for large, complex engagements.

Baker Tilly is a leading advisory, tax and assurance firm with a global advantage across major regions in the U.S. and international financial centers. The firm operates under the AICPA Code of Professional Conduct and offers a range of professional services through its licensed independent CPA firm.

Key responsibilities include:

• Manage complex engagements and concurrent projects, ensuring effective staffing and project execution.
• Plan and manage large projects, identifying risks and developing mitigation plans.
• Lead the engagement staffing process and provide feedback on deliverables.
• Communicate strategically with clients, manage difficult conversations, and act as a trusted advisor to senior executives.
• Introduce change management and develop communication plans tailored to each client.
• Drive business development, promote sales orientation, and participate in the sales process.
• Maintain financial health of projects, managing billing, WIP, AR and expenses.
• Lead talent development, provide constructive feedback, and participate in recruiting strategies.
• Align team strategy with firm vision, communicate goals effectively, and participate in business planning.

These activities build a profitable and client‑focused practice while advancing your leadership skills.

• Bachelor’s degree in a specialized field required;
  Master’s degree preferred.
• Minimum of ten (10) years of related experience, with five (5) years of supervisory responsibilities preferred.
• Strong management, analytical, organizational, interpersonal, and project‑management skills.
• Proficiency in Microsoft Suite (Word, Excel).
• Ability to lead and supervise, provide exceptional client service, and demonstrate continuous learning.
• Experience decomposing scope into detailed activities and managing delivery resources.
• Strong oral, written, and interpersonal communication skills.
• Flexibility to travel and work outside normal business hours as client demands require.

Mid‑Senior level

Full‑time

Business Development and Sales

Accounting

Baker Tilly is an equal‑opportunity 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.

Please discuss the work location status with a Baker Tilly talent acquisition professional to understand the requirements for the opportunity you are exploring.