Baker Tilly

Associate Accountant - Client Portfolio Coordinator

US-WI-Madison
Job ID
9993
Category
Finance

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 to join the New Markets Tax Credit team within our Transactions practice 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 Advisors to our clients. Performance is rewarded and there are many professional opportunities to grow within the team.

 

 

 

Baker Tilly Annual Report 2016

Responsibilities

 

  • Compile loan data and create loan servicing packages for lenders and borrowers. 
    • Create and send invoices to all clients.
    • Track payments from businesses back through the NMTC structure.
    • Work with businesses, lenders, and clients to determine method of payment.
  • Request, review, and track compliance documents for each transaction within your portfolio.
  • Prepare quarterly accounting entries and work papers for each Sub-CDE within your portfolio, as well as, prepare our clients’ portfolios for annual audits and tax returns.
  • Prepare compliance documentation for our clients and investors on a regular basis.
  • Assist in the NMTC applications process as requested.
  • Prepare quarterly summarized portfolios of our clients transactions.
  • Complete other various tasks within the NMTC program as requested internally or externally.

Qualifications

  • Associate’s degree in accounting or related field of study. 
  • Two (2)+ years of experience in accounting, bookkeeping, or related field.
  • 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 superior 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, QuickBooks and Microsoft Office Suite.

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