Job Description:About the Accounting & Finance Services (AFS) Transitions TeamAs 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 ForIdeal 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 but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. 
