Baker Tilly

  • Associate Accountant - Client Portfolio Coordinator

    Job Locations US-WI-Madison
    Job ID
  • Overview

    Baker Tilly Virchow Krause, LLP (Baker Tilly) is a nationally recognized, full-service accounting and advisory firm whose specialized professionals connect with clients and their businesses through refreshing candor and clear industry insight. With approximately 2,700 employees across the United States, Baker Tilly is ranked as one of the 15 largest accounting and advisory firms in the country. Headquartered in Chicago, Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 147 countries, with 30,000 professionals. The combined worldwide revenue of independent member firms is $3.2 billion.


    It’s an exciting time to join Baker Tilly! We are looking for an Associate Accountant - Client Portfolio Coordinator to join our Transaction Advisory Services team in Madison, WI. 


    The Transaction Advisory Services team at Baker Tilly Virchow Krause, LLP is comprised of dedicated, client-focused professionals. Whether it’s a sale, buyout, carve-out or refinancing, our highly specialized team supports every critical business decision before, during and after a transaction. Our employees thrive in a challenging, supportive environment, taking on a high level of responsibilities as a Valued Business Advisers to our clients. Performance is rewarded and there are many professional opportunities to grow within the team.




    Baker Tilly Annual Report 2017



    • Compile loan data and create loan servicing packages for lenders and borrowers. This will include creating and sending invoices to clients, tracking payments from businesses, and working with clients, lenders, and businesses to determine method of payment. 
    • Prepare quarterly accounting entries and work papers for each Sub-CDE within your portfolio
    • Prepare our clients’ portfolios for annual audits and tax returns
    • Prepare quarterly summarized portfolios of our clients transactions
    • Request, review, and track compliance documents for each transaction within your portfolio
    • Prepare compliance documentation for our clients and investors on a regular basis
    • Complete other various tasks and/or projects as requested


    • High school diploma. Associate’s degree in accounting or related field of study, strongly preferred. 
    • Two (2)+ years of experience in accounting, bookkeeping or related field, required
    • Knowledge of accounting and bookkeeping principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records
    • High attention to detail and ability follow directions and procedures, as well as provide up-to-date records on status of all clients at all times
    • Ability to meet our client service expectations by providing excellent communication internally and externally
    • Proven track record of successful project management and team communication skills
    • Demonstrated ability to multitask, prioritize work flow, and coordinate activities as needed
    • Computer skills and knowledge including typing and Microsoft Office Suite, required. QuickBooks proficiency, highly preferred. 
    • Eligibility to work in the U.S. without sponsorship

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    Baker Tilly Virchow Krause, LLP is an equal opportunity/affirmative action employer.