Baker Tilly US

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Associate Accountant, Capital Formation 

Min Experience

2 years

Location

Madison, Wisconsin, United States

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

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:

 

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. 

  

 

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, preferred.  

  • 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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About the company

Baker Tilly is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.

Skills

QuickBooks
Microsoft Office