Baker Tilly KDN LLP (BT KDN) is looking for a Client Onboarding Specialist.At BT KDN, we ask our professionals to think beyond the numbers. Exceptional customer service and true business understanding are required to advise our clients and help them plan for tomorrow. Embrace a role with opportunities for continued career growth, while making a difference for your clients, community and profession.

About Baker Tilly KDN

Baker Tilly KDN LLP (BT KDN) is a full-service accounting firm providing assurance, tax and related business advisory services to a broad range of clientele from our offices in Peterborough, Lindsay, Courtice and Cobourg. With 18 partners and more than 140 employees, BT KDN is the largest locally owned and operated accounting firm in Central Ontario.

In addition to top-notch assurance and tax guidance, BT KDN stands out by providing dynamic value-added expertise in a number of specific areas, including financial planning, valuation, cybersecurity, data analytics and our successful BT Advantage offering which focuses on customized accounting and CFO advisory solutions that allow our clients to focus on growing their business while leaving the financial reporting, advisory and analysis to our experts.

Why join the Baker Tilly KDN team?

Looking for a workplace where you can be your true self while building a fulfilling career? At Baker Tilly KDN, we believe in staying trueto your values, your ambitions, and your growth.

Were more than just accountants; were a team with strong community roots, a passion for personalized service, and a commitment to helping you thrive. When you join us, youre not just getting a jobyoure stepping into endless opportunities for growth, challenge, and success.

Build a career that fits you!

When you join our firm, you can expect:

• Flex time and banked/paid overtime program (say hello to summer Fridays off)
• Four weeks paid vacation to start (prorated within your first year)
• Competitive compensation and benefits package including comprehensive health/dental starting on day one and RRSP matching program
• A leadership team committed to your success
• Challenging and varied assignments
• Ongoing training and support for professional development
• Team building adventures (we've thrown axes, taken a river cruise, and played dodgeball - just to name a few)
• A professional, fun and friendly working environment
• Full time hours Monday - Friday

What would you be doing?

The Client Onboarding Specialist (SBS) is a key function in setting up new client relationships for success. Serving as the clients first interaction with the Small Business Services team, establishing our role as trusted advisor with the client and their team.

As leaders in our growing firm, you will collaborate with the Senior Vice President Small Business Services to help our clients succeed. You will be responsible to:

• Support the Senior Vice President Small Business Services with prospective client discovery process
• Understand and anticipate prospective client pain points, potential long-term reporting needs and develop appropriate data structures
• Scope client projects and develop prospective client workflows, proposals, and pricing
• Present workflows and proposals to clients, highlighting key considerations and benefits
• Scope and manage special client projects
• Liaise with SBS Managers to source and assign resources for client work
• Manage BT Advantage client onboarding, including implementation of workflows, development of processes, documentation of work instructions
• Coordinate post-onboarding hand off of recurring new client engagements to the assigned SBS technician and Manager, ensuring strong client-Firm communication throughout
• Maintain leading edge knowledge of new technology in the cloud accounting space

This position may be based out of our Courtice, Cobourg, Peterborough or Lindsay office. The role will require travel among the offices and to clients on an as needed basis, with mileage reimbursed for the interoffice and client travel.

Who is our ideal candidate?

• 7+ years in senior client accounting roles
• Bachelors degree and asset, College Diploma required
• Expert knowledge of integrated cloud accounting environments
• Proficient with Office 365, expert with Excel
• Experience with implementation of integrated cloud accounting workflows
• Resourceful with exceptional analytical and problem-solving skills
• Strong communication, presentation and client relationship management skills

Interested applicants should apply by March 24 by 4 p.m.

*Baker Tilly KDN LLP is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex, national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors. Baker Tilly KDN LLP is dedicated to fostering, supporting and celebrating a diverse workplace. Accommodation is available to all applicants upon request throughout our recruitment and selection process. Please contact us at [email protected] if you require accommodation. We will work with all applicants to accommodate their accessibility needs.

Baker Tilly KDN LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.