Practice Manager, Client Accounting Services at Baker Tilly in Houston, Texas

Job Description:

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.


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.


Responsibilities



The Practice Manager supports day-to-day internal practice management activity to drive growth and execution of strategy on behalf our practice/team leaders. This role reports directly into the Business Management Leader. In addition, this role collaborates heavily with our firm's Enterprise Solutions & Operations (ESO) functions in support of their team and business needs. Building and driving operational excellence and focusing on continuous improvement across the practice, business line, and consulting service line is also a key aspect of this role.

• Financial and Operational Support




• Assist with financial budgeting, forecasting, and analysis.


• Review monthly KPIs with Business Management Leader / Finance team and assist with any necessary action items.


• Monitor chargeable hours, utilization, overtime, and travel.


• Project QM monitoring of Accounts Receivable (AR) and Work in Process (WIP)


• Project QM monitoring of Compliance for Engagement letters, MSA's, and Terms & Conditions updates.


• Expense Management of employees, subcontractors, vendors, software and subscriptions.


• Respond to financial and operational outliers, trends, and/or resolve potential issues to support business growth as identified by Finance.

• Business Development Support




• Salesforce (CRM software) Opportunity Pipeline Oversight - guidelines, training, and support.


• Prepare Sales Pipeline Reports for forecasting.


• Liaison with Baker Tilly Marketing and Growth Strategies Teams.


• Oversight of business alliance membership renewals and fee processing.


• Prepare periodic reports and presentations on key business development metrics.

• Resource / Talent Management / Staffing




• Work closely with Resource Managers, Partners, and Project Managers to ensure engagements are staffed appropriately.


• Gain an understanding of the skills and experiences of team members along with their career goals and aspirations to ensure client assignments align accordingly.


• Support day-to-day team member Diversity, Inclusion, and Belonging (DIBS).


• Ensure resource management system and skills database accuracy.


• Assist Resource Management and Talent Management as additional team member considerations are needed for staffing or performance related matters.


• Review business pipeline reports and identify potential staffing / new hires business needs, when necessary, with Resource Management and Talent Management.

• Recruiting / Onboarding / Training




• Liaison with Resource Management, Talent Management, and People Solutions.


• Identify recruiting priorities based on business pipeline (e.g. financials / headcount / skills / levels / locations, etc.).


• Support of new hire onboarding activities.


• Plan and support the execution of the team's Continuing Professional Education (CPE) training curriculum.

• Internal Projects and Initiatives




• Coordinate the timely execution of business plan strategic initiatives tied to day-to-day operations oversight.


• Support weekly, monthly, quarterly, and annual meetings and events.


• Create and edit presentation materials with clear messaging tied to business strategy and execution.


• Liaison with Firm Support teams (e.g. People Solutions, Enterprise Technology, Legal, Finance, etc.).


• Assist Project Delivery and Business Development team with Client Satisfaction Surveys.


• Participate in Consulting and firmwide strategic initiatives to improve systems and processes to support business growth.

• Bachelor's degree in Accounting, Finance, Business Administration, Management, or a related field required.


• Four (4) to eight (8) years of operational support experience, with a minimum of two (2) years in the professional services industry preferred.


• Demonstrated analytical, organization, interpersonal, problem solving, project management and change management skills.


• Excellent written/verbal communications and collaboration skills.


• Ability to work on multiple projects with competing priorities while driving key deliverables.


• Strong supervisory skills.


• Build relationships and networks across the organization to help drive strategy and/or affect change.


• Ability to work in a fast-paced team environment.


• Self-starter, with initiative/leadership, and able to work independently when needed.


• Ability to demonstrate integrity and respect within a professional environment. Maintain a professional demeanor at all times and use discretion in preserving confidentiality when appropriate.


• Demonstrated level of technical proficiency with Microsoft Office, Word, Excel, and PowerPoint at the Intermediate or Advanced levels.


• Ability to work 40-50 hours per week as needed.


• Ability to travel; potentially up 15%