Baker Tilly US

Operations

• Serve as the primary point of contact for utility clients, ensuring exceptional service delivery, strong communication, and strategic alignment.
• Lead development of electric and gas 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.
• Develop and manage project work plans, resource allocation, invoicing, and progress reporting.
• Provide structure and oversight to analytical tasks prepared by consultants related to utility financial statements, fund accounting, capital improvement planning, and operational data.
• Ensure all work products align with professional standards, industry best practices, and client-specific requirements.
• Lead, mentor, and coach junior and mid‑level consultants—building technical capabilities and strengthening the consulting skillset of the team.
• Coordinate internally across project teams and contribute to efficient workflows and documentation.
• Provide performance feedback and contribute to staff evaluations and long-term development planning.
• Foster a collaborative, high-performance team culture that emphasizes client service, analytical rigor, and continuous learning.
• Lead and contribute to proposals, scopes of work, presentations, and competitive RFP responses.
• Support growth of the utility advisory practice by identifying new opportunities, deepening existing client relationships, and developing new service offerings.
• Participate in industry conferences, networking events, and professional organizations to expand visibility and thought leadership.

Fiscal Operations Advisory – User Fees Manager

Product Designer

• Design, develop, and implement structured learning paths for Baker Tilly business developers and principals.
• Create and manage a comprehensive approach to assess sales knowledge and skills, identify gaps and track improvement.
• Develop engaging training materials, including e-learning modules, presentations, and blended learning programs (self-study, virtual, and in-person).
• Incorporate best practices from leading sales methodologies into training programs and enablement content.
• Establish clear learning objectives, create project plans, and manage a rolling curriculum calendar for continuous learning opportunities.
• Select methods and technologies that maximize relevance, retention, and learner engagement for remote-first environments.
• Enhance sales enablement platforms (e.g., Highspot) with learning resources, messaging guides, discovery questions, objection handling, and sales plays.
• Analyze and report on the effectiveness of business development-related learning initiatives using data-driven insights.
• Analyze learner feedback and performance data to refine curriculum and improve learning outcomes.
• Develop communication plans and content to ensure visibility and adoption of enablement programs.

Sales Instructional Design Manager

Director

• Serve as primary executive contact for client operations and finance leadership.
• Lead governance forums (QBRs, SLA reviews, steering committees).
• Own renewal strategy, retention planning, and account expansion.
• Identify and convert upsell and cross-sell opportunities.
• Manage scope, change orders, and commercial risk.
• Govern offshore performance against SLAs, KPIs, quality, and productivity targets.
• Monitor workforce utilization, service stability, and backlog management.
• Drive issue resolution, root cause analysis, and corrective action planning.
• Ensure compliance with healthcare regulatory and contractual requirements.
• Own engagement margin performance and revenue tracking.
• Align staffing models with volume forecasts and contractual assumptions.
• Protect profitability through disciplined scope management and efficiency initiatives.
• Drive automation, process optimization, and scalable delivery models.

Healthcare Managed Services Engagement Director

Recruitment

• Seek to develop relationships with universities, including faculty, administrators, students and school organizations
• Can successfully prepare for and execute campus recruiting activities, such as on-campus presentations, career fairs, mock interviews and resume review workshops
• Enjoy identifying and facilitating leadership opportunities on campus
• Can prepare and deliver successful in-office events, including logistics, scheduling, cross-team collaboration, and on-site support, as needed
• Enjoy managing candidates throughout the hiring lifecycle, including creating requisitions, timely and accurate processing, and generating offers
• Assist with updating campus presentations and ensuring calendar appointments are accurate and up to date

Senior Campus Recruiter

Accounting Manager

• Provide accounting related services to our clients, including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting
• Support team where needed in accomplishing client deliverables
• Prepare client statements and reports for next level review, including those with more complexity (e.g. multiple- entities, unique reporting requirements, etc.)
• Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing
• Answer general accounting and software questions and begin to help Controller by taking on more complicated accounting work, escalating as needed
• Oversight of Associate Accountants on client engagements and review of related Associate deliverables
• Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations
• Begin to establish and build deeper team and client (internal/external) relationships and facilitate and maintain positive and proactive communications
• Begin to review client data and information to see where the client could benefit from additional/different technologies and/or services
• Execute on defined processes and procedures and share ideas or recommendations for improvements
• Maintain and expand knowledge base of accounting principles and practices
• Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager

Senior Associate, Client Accounting Services – Small Business, Sage Intacct

Product Marketing

• Partner with GTM leadership to translate market priorities, target accounts, and client needs into actionable solution plays
• Liaise with marketing and industry teams to drive results driven demand generation efforts
• Support the development of tailored solution frameworks aligned to industry, buyer priorities, and Baker Tilly service capabilities
• Help define service scope, delivery model, operating construct, and value proposition for strategic pursuits
• Ensure solution design reflects both market differentiation and operational feasibility
• Support priority pursuits by helping structure scope, assumptions, service boundaries, and delivery approach
• Develop client-ready materials including solution summaries, pursuit content, and internal deal-shaping support
• Work across teams to improve consistency in how solutions are positioned, packaged, and prepared for transition
• Identify risks, dependencies, and nonstandard commitments early in the pursuit cycle
• Serve as the primary connector between GTM and Transition to ensure smooth handoff from sold solution to mobilization
• Create a clear pursuit-to-transition handoff package including scope, assumptions, risks, timeline considerations, and success measures
• Align internal stakeholders around what was sold, how it will be implemented, and what must be true for successful delivery
• Help ensure that transition teams begin with a structured blueprint rather than rebuilding the solution post-sale
• Capture lessons learned from transitions and feed them back into future solution design, scoping, and pursuit strategy
• Maintain reusable assets, templates, and playbooks that improve quality and speed across the solutioning process
• Enable GTM teams with stronger messaging and commercially credible solution support
• Contribute to ongoing refinement of how Baker Tilly brings integrated managed services solutions to market

Go-to-Market Solutions Lead

• Advise clients on a full spectrum of international tax services including planning, research, compliance
• Lead multiple international tax engagements ensuring the delivery of quality tax planning and consulting projects
• Collaborate and build relationships with Baker Tilly member firms around the world
• Provide international tax technical guidance to tax professionals firm-wide

International Tax Manager – Entity focused

• Be a trusted leader of Baker Tilly’s tax services, providing federal tax compliance and consulting services to healthcare industry clients
• Consulting on technical matters and special projects in various areas of corporate tax
• Researching various tax matters, responding to IRS and other tax authority inquiries
• Coordinating with specialty tax practices on complicated tax matters
• Overseeing tax-planning responsibilities for federal and individual clients
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
• Actively participate in requests for proposals to pursue additional clients/services for the firm
• Support the growth and development of team members, helping associates meet their professional goals

Tax Principal – Healthcare

Robotics

• Collaborate with the RPA Business Analyst to conduct and document business process reviews
• Assist Business Analyst with creation of the Process Definition Document (PDD)
• Collaborate with the RPA Solution Architect to build the to-be process architecture
• Build RPA using PDD and architecture requirements in UiPath Studio per Baker Tilly RPA coding standards
• Conduct unit and integration testing to ensure PDD/architecture requirements are met
• Collaborate with the RPA Business Analyst to create the Test Plan/Test Report
• Conduct User Acceptance Testing (UAT) with the client
• Transition automation packages from development to production environment
• Document automation process and architecture in a ‘Run Book’
• Closely monitor automation performance and provide bug fixes during Hypercare period

RPA Developer – Consultant

• Join Baker Tilly as a Tax Manager-NFP delivering tax and business advisory services and tax compliance to nonprofit clients
• Work side-by-side with firm leadership to serve clients and help further their mission
• Be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills
• Review and analyze nonprofit tax returns, provide analysis and consultation, and communicate with clients to discuss best practice nonprofit tax reporting
• Manage and build client relationships, act as liaison to address and resolve client issues
• Maintain current knowledge of federal and state nonprofit tax laws and regulations
• Invest in your professional development individually and through participation in firm-wide learning and development programs

Tax Manager – NFP

Financial Planning and Analysis

• Lead the Oil and Gas / Energy Finance Managed Services practice as the senior industry leader
• Define the growth strategy, market priorities, and solution focus for the practice
• Build a differentiated point of view around finance managed services for the energy sector
• Partner across the firm to align industry strategy, managed services capabilities, and client priorities
• Help establish the practice as a recognized leader in finance operations and transformation for energy clients
• Originate and close new business within the Oil and Gas / Energy sector
• Build relationships with CFOs, CAOs, controllers, finance leaders, private equity sponsors, and portfolio company executives
• Identify and pursue opportunities across new logos, existing clients, and cross sell relationships
• Lead strategic pursuits, solution development, executive presentations, and pricing discussions
• Develop a strong and actionable pipeline that supports practice growth goals
• Shape finance managed services solutions tailored to Oil and Gas / Energy clients
• Focus solutions on areas such as: Procure to pay, order to cash, FP&A support, Close and consolidation, Management reporting, Technical accounting support, Finance data and analytics, Working capital and cash visibility, Finance controls and compliance, ERP and finance application support
• Bring practical insight into the finance challenges unique to the sector
• Serve as a trusted advisor to senior finance executives
• Help clients assess their current finance function, identify gaps, and define a future state model
• Position managed services as a strategic enabler of stronger finance performance
• Support clients through finance modernization, process redesign, control enhancement, and operating model evolution
• Act as executive sponsor for priority client relationships within the practice
• Partner with delivery leaders to ensure solutions are practical, scalable, and aligned with client outcomes
• Inform talent strategy for the practice, including capability needs, leadership requirements, and industry expertise
• Contribute to the development of playbooks, solution assets, and industry specific offerings
• Support recruiting, mentoring, and development of talent aligned with the practice
• Provide leadership input into annual planning, forecasting, and investment priorities

Principal, Oil and Gas/Energy Finance

• Prepare sales & use tax forms and resolve outstanding tax issues for middle market and Fortune 500 clients and ensure they are in compliance with applicable state tax laws.
• This includes: Prepare and file state and local sales tax returns for various jurisdictions for multiple clients
• Perform research on relevant tax law
• Interact and manage multiple clients in a deadline-oriented environment while maintaining exceptional accuracy and attention to detail
• Analyze large amounts of client data
• Maintain internal relationships with colleagues, other service lines and engagement/project teams
• Develop and retain technical tax expertise
• Proactively identify and communicate issues as they arise
• Maintain a positive and “team player” attitude
• Become familiar with and adhere to the firm’s policies and procedures
• Apply a working knowledge of various computer applications
• 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 externally with clients
• Enjoy friendships, social activities and team outings that encourage a work-life balance

State & Local Tax Associate

• Seek information from project sponsors to analyze community impacts of projects
• Collaborate with and assist team with financing structures to support NMTC or related financings
• Prepare executive summary pitchbooks for projects to source NMTC capital, investment and subsidy from development entities and investors [primarily national banks]
• Assist team to identify and interact with the financing participants and investors
• Assist team in obtaining and negotiating term sheets
• Prepare preliminary financial models
• Gather, organize and analyze due diligence
• Assist in project management responsibilities
• Assist in the closing and documentation of the NMTC related financing
• Assist in drafting of NMTCs applications

New Markets Tax Credit Fellowship – Part-time

• Be a trusted member of the team providing various tax, accounting and advisory services to middle market corporate clients:
• Support and review the preparation of ASC 740 income tax provisions
• Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
• Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
• Manage and build client relationships, act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
• Effectively delegate and oversee the work efforts by setting goals, providing resources, removing obstacles, and scheduling deadlines to meet client expectations for delivery
• Maintain current knowledge of local, state, and federal tax practices and laws
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
• Invest in your professional development individually and through participation in firm wide learning and development programs
• 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

Tax Manager – Corporate

IT Support

• Manage and deliver internal audit engagements that include conducting interviews, reviewing documents, performing analyses, and developing client deliverables such as findings, recommendations, and draft and final reports
• Provide grant compliance consulting services including evaluating compliance programs, policies, and functions, researching grant requirements, and developing recommendations to support effective and compliant grant administration
• Work collaboratively with clients to understand current business practices, identify opportunities for improvement, define new processes, and develop new or updated policies and procedures
• Oversee engagement teams, providing guidance, reviewing work, and ensuring quality and timely delivery of project objectives
• Present deliverables, findings, and recommendations to client management and stakeholders
• Lead project start-up activities, including developing project work plans, budgets, schedules, and facilitate kickoff meetings
• Manage project timelines, budgets, and resources throughout project lifecycle to ensure successful engagement delivery
• Mentor and develop staff through coaching, training, and performance feedback
• Support practice growth through participation in internal initiatives, proposal development, and thought leadership activities
• Serve as an integral member of the Business Consulting Services team
• Travel to client locations to work onsite, present deliverables to leadership, and periodically attend industry conferences