Baker Tilly US

Associate

• Records daily journal entries and reviews cash reporting
• Helps prepare quarterly and annual reporting packages for management approval
• Helps prepare quarterly and annual financial statements for management approval
• Prepares capital calls and distributions for management approval
• Coordinates the delivery of capital call and distributions notices to clients and the investors
• Prepares and reviews correspondence with client investors to address inquiries as needed
• Manages client investor portals
• Coordinates and completes special projects as directed by management
• Performs other duties as assigned
• Must work Pacific Time Zone Hours (PST)

Associate, Private Equity Fund Services

Operations

• Serve as the primary point of contact for utility clients, ensuring exceptional service delivery, strong communication, and strategic alignment.
• Lead development of utility rate studies, including cost‑of‑service analyses, revenue requirement modeling, long-term financial forecasts, and rate/fee design recommendations.
• Oversee preparation of financial models, reports, technical memos, presentations, and benchmarking analyses.
• Present study findings to elected officials, boards, and community stakeholders—translating technical information into accessible, actionable recommendations.
• Guide clients on financial policy development, capital financing strategies, affordability considerations, and operational impacts.
• Manage multiple client engagements simultaneously, ensuring high-quality deliverables, timely progress updates, and clear communication with project stakeholders from kickoff to final delivery.
• Lead, mentor, and coach junior and mid‑level consultants—building technical capabilities and strengthening the consulting skillset of the team.
• Lead and contribute to proposals, scopes of work, presentations, and competitive RFP responses.

Fiscal Operations Advisory – Manager

Financial Planning and Analysis

• Lead strategic client engagements involving financial modeling, forecasting, and scenario planning with a focus on driving enterprise value and supporting executive decision-making.
• Serve as a senior advisor to CFOs and other C-suite leaders, providing insights on project finance, M&A, valuation, and corporate transactions.
• Recommend advanced financial tools and reporting including rolling forecasts, performance dashboards, and investor reporting frameworks, ensuring alignment with strategic objectives.
• Bring unique, value-added skills to the team – such as experience with coding, Power BI, or other FP&A tools – to enhance client solutions and internal capabilities.
• Drive business development efforts, including scoping, proposal development, and relationship-building to expand client portfolio and cross-sell firm capabilities.
• Manage and mentor engagement teams, fostering a collaborative, inclusive, and high-performance culture while developing future leaders.
• Contribute to thought leadership and innovation within the Corporate Finance Advisory practice, bringing forward new methodologies, tools, and service offerings.
• Collaborate across service lines to deliver integrated solutions and identify opportunities for broader client impact.
• Ensure quality and profitability across engagements through effective project management, resource allocation, and risk mitigation.

Senior Manager, Corporate Finance Advisory

• Recruit, interview, and assist in hiring seasonal temporary team members.
• Support onboarding activities to ensure new hires are prepared for successful integration into the BT Prep organization.
• Directly manage a team of up to 100 seasonal employees throughout the busy season.
• Monitor employee productivity, attendance, scheduling, and hours worked to ensure operational goals are achieved (output standards are executed).
• Track team performance and proactively identify productivity, quality, or engagement concerns.
• Provide coaching, feedback, and ongoing performance management to seasonal employees.
• Manage performance escalations, including quality concerns, attendance issues, coaching conversations, documentation, and coordination with People Solutions as appropriate.
• Ensure team members consistently follow established BT Prep processes, procedures, and quality standards.
• Communicate priorities, operational updates, and expectations to team members through regular meetings and follow-up communications.
• Partner closely with fellow managers and BT Prep leadership to support a seasonal workforce of more than 400 temporary employees.
• Participate in weekly manager meetings and other operational planning sessions.
• Collaborate across the management team to share best practices, resolve issues, and ensure a consistent employee experience.
• Escalate operational risks and recommend process improvements that enhance efficiency and the overall team experience.
• Foster a positive, inclusive, and engaging team culture throughout the busy season.

Temporary Manager, BT Prep Operations – Seasonal Tax

• Manage and execute resource management process for assigned population
• Facilitate scheduling of resources to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements
• Drive scheduling process to prepare for future deadlines; balance capacity with open needs and proposing solutions to maximize utilization and drive profitability
• Use scheduling tools to forecast hours, track utilization, and monitor overall headcount
• Facilitate meetings with Managers and Partners on a weekly basis, providing updates as needed
• Ensure staff profiles and schedules are accurately maintained in the scheduling database; making necessary changes on a recurring basis
• Generate and analyze resource management reports, including availability reports, billable hour forecasts and actual vs scheduled variance data
• Monitor chargeable hours, overtime, and travel to ensure work is fairly distributed
• Drive consistency by implementing resource management processes and teaming with personnel to ensure compliance
• Build relationships with client serving personnel at all levels through effective communications and a high degree of professionalism
• Gain understanding of the skills, experiences, and career goals of professional staff to ensure optimal client assignments alignments
• Proactively communicate with Managers, Partners and industry leaders to ensure population is effectively utilized
• Facilitate the resolution of conflicting assignments and flag availability of staff to ensure engagements are staffed appropriately
• Field scheduling questions, tailoring responses based as needed; elevating to Manager of Resource Management when necessary
• Collaborate across Firm functions and within internal team
• Liaise with resource managers across other business units for effective and efficient allocation of resources
• Support strategic resource management projects and initiatives throughout the year
• Coordinate with the human resource and recruiting teams on the hiring and on-boarding of campus and experienced hire talent, including intern programs
• Participation in semi-annual and annual performance calibration meetings for professional staff

Tax Deployment Manager

Events

• Supports the design, planning, and execution of firm-wide events
• Manages event platform configuration, coordinates logistics, and partners with stakeholders
• Develops event timelines, recommends delivery approaches, and coordinates resources
• Exercises discretion in sequencing event components and managing communications
• Reviews event data and feedback to recommend improvements

Events Associate

• Be a trusted member of the engagement team providing various tax and advisory services to nonprofits
• Provide tax compliance, consulting, and planning services to tax-exempt organizations
• Participate in tax research projects on a variety of tax issues
• Partner with tax leaders on complex nonprofit tax engagements and special projects
• Develop recommendations for clients and share with leadership
• Learn and grow from direct on the job coaching and mentoring
• Utilize entrepreneurial skills to network and build strong relationships
• Support the growth and development of team members

Tax Senior Associate – Not for Profit

Business Development Rep

• Serve as Value Architect™ and enable/facilitate Value Architect™ behaviors-activities
• Generate a client facing pipeline & manage/lead/participate in client pursuits (i.e., client discovery, presentations, proposal (pursuit) strategy, proposal development).
• Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.
• Utilize a broad array of sales techniques and approaches to identify healthcare IT consulting opportunities within his/her assigned territory consistent with Baker Tilly’s core competencies.
• Approaches may include, but are not limited to, cold-calling, client visits, client entertainment, email campaigns, attendance as conferences/tradeshows and speaking engagements.
• Has broad latitude for determining approaches that are effective in his/her territory.
• Identify and leverage support needed to fully understand client needs, represent Baker Tilly, and close deals – i.e., technical support for calls, recruiting support, executive support, marketing support.
• Maintain and grow relationships with existing clients by maintaining regular and open communications.
• Ensure standards of performance are being met by assigned consultants, and satisfaction level of client. Troubleshoot issues should they arise.
• Utilize support of Business Development Manager to achieve sales goals.
• Provide direction and mentorship to assigned Business Development Manager in support of the Director's sales plan/initiatives/campaigns.
• Advise senior management on trends/shifts in healthcare IT (i.e. products, tools, pricing, federal requirements) that may impact company’s future direction or consulting offerings.
• Negotiate service agreements and statements of work with clients.
• Maintain strict compliance with CRM (Salesforce) requirements by consistently documenting opportunity notes and all related activities, and keeping an accurate, up-to-date pipeline of qualified opportunities in accordance with firm protocols.
• Provide weekly sales updates to senior management.

Business Development Director

Procurement

• Lead strategic sourcing for new professional services purchases – conducting needs assessments, managing RFx processes and negotiating enterprise agreements.
• Own the renewal management for existing contracts, initiating reviews 90+ days before expiration to optimize terms and right-size licenses.
• Analyze and build TCO and ROI models, so contracting teams can build contracts to support KPI compliance by our supplier base.
• Partner with key business stakeholders to assess needs and build requirements for RFx events.
• Maintain supplier relationships through structured business reviews, performance tracking and issue resolution.
• Feed market intelligence and sourcing insights back to the Professional Services Category Manager to inform broader category strategy.
• Engage and participate in special projects or complete other duties as assigned

Strategic Sourcing Manager – Procurement

Security Engineer

• Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed
• Develop in-depth knowledge of clients’ businesses and industries by having direct client interaction while working on multiple aspects of an engagement
• Think independently and strategically about your clients’ business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes and business objectives
• Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks
• Assess, manage and optimize information technology risk across a wide range of areas, IT general controls, financial account and auditing, IT strategy and governance, IT regulatory and compliance requirements and business continuity
• Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
• Assist in the development of audit programs and the execution of internal audits and IT control assessments in the areas of: IT strategy and governance, IT operations, business process, key reports (IPE), automated controls, ITGC and application controls, regulatory and compliance requirements, specifically Sarbanes Oxley
• Assist in drafting comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
• Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
• Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities
• Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients

IT Audit, Cybersecurity, Risk Consultant – SOC Focus

Manager

Deployment Manager

Insurance

• Participate as a member of Assurance engagement teams by performing audit or review procedures on client financial statements.
• Research technical issues that arise during engagements and present appropriate solutions.
• Provide timely and effective responses to client needs and concerns.
• Identify opportunities for continuous improvement and contribute toward implementation.
• Assist Seniors and Managers with a variety of projects, as requested.

Junior Associate – Assurance

Recruitment

• Manage full life ‑ cycle recruiting for experienced hires
• Partner with hiring managers to understand talent needs
• Source and identify qualified active and passive candidates
• Screen and assess candidates and present recommendations to hiring managers
• Coordinate and participate in interviews and debrief sessions
• Maintain consistent communication with candidates throughout the hiring process
• Keep applicant tracking system updated and ensure job postings are accurate
• Lead the offer process, including preparing and extending offers
• Build strong relationships with internal clients and stakeholders
• Develop and maintain relationships with candidates
• Collaborate with operations teams to ensure smooth candidate communication and documentation

Senior Recruiter, Temporary Consulting

• Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:
• Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies
• Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries
• Team with leaders on special projects in various areas of corporate and flow through taxation such as accounting methods and ASC740
• Develop recommendations for the client to consider and share with leadership to discuss and strategize
• Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
• Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
• Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Senior Tax Associate

Director

• Assume responsibility for all project phases and work directly with clients in accomplishing project objectives.
• Demonstrate significant expertise with SDLC for a project/program management office to support technical project managers.
• Employ technical and functional skills around the evaluation and implementation of packaged software solutions.
• Develop and execute methodologies and solutions specific to the government contracting industry.
• Assist in identification of new business opportunities. Such activities include development of new methodologies and tools, participation in proposal opportunities, market research, and other internal initiatives when possible.
• Deliver exceptional client service in all client interactions and projects.
• Communicate effectively, both internally and to clients, including those at an executive level.
• Manage day-to-day project activities; establish appropriate leverage on project teams and assign/manage project responsibilities to team members.
• Provide coaching, mentoring and performance counseling to consultants, clients and project team members.
• Contribute to the general management of the Consulting Practice and develop and implement a personal plan which sets goals for professional and practice development.