Transitions Manager, Real Estate

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's Accounting and Finance Services Transition team is seeking a detail-oriented, tech-savvy Project Accounting Manager. You'll lead client onboarding, manage accounting software implementations, optimize financial processes, and ensure accurate reporting. This role combines accounting expertise, project management, and technology skills to deliver high-quality client service and process improvements.

Key Responsibilities

Client Onboarding

• Serve as primary contact for new clients, assess needs, and gather financial/operational data
• Define onboarding timelines, milestones, and expectations; manage budgets and deliverables
• Identify and communicate roadblocks, propose improvements, and ensure client satisfaction

Software Implementation & Optimization

• Configure and customize cloud accounting platforms (Yardi Voyager, Yardi Breeze, Rabbet, Avid)
• Integrate third-party tools (bill pay, payroll, expense management)
• Train clients and internal teams; improve efficiency and accuracy of systems

Accounting Processes & Cleanup

• Streamline workflows, document SOPs, and implement & train on best practices
• Provide initial accounting services (reconciliations, schedules, financial statements) before transition to recurring teams
• Maintain strong knowledge of accounting principles and practices

Financial Review & Reporting

• Review financial records, reconcile accounts, and resolve discrepancies
• Prepare GAAP & Tax-compliant financial statements and ensure timely, accurate reporting

Qualifications

• Bachelor's Degree in Accounting; CPA or MSA/MBA preferred
• 8+ years in accounting/finance operations; Exposure to property-level and ownership accounting is required; 5+ years in project management/client implementation
• Expertise with cloud accounting software and 3rd parties (e.g., Yardi Voyager, Yardi Breeze, Rabbet, Avid, BNA, Workiva)
• Strong GAAP and Tax accounting knowledge, analytical skills, and ability to manage multiple projects
• Proficient with MS Office software, Strong Excel skills
• Excellent communication, organizational, and client-facing skills
• Ability to train, collaborate across levels (staff to C-suite), and deliver quality results under deadlines

Preferred Skills

• Consulting or client service experience
• ERP/software migration, implementation, training, & support background
• Familiarity with project management tools (e.g., SmartSheet)
• Experience with accounting process and tech stack assessments