Baker Tilly US

Financial Planning and Analysis

• Serve as a senior advisor to clients with deep technical expertise
• Lead and deliver advisory engagements on complex accounting topics including:
• Consolidations (ASC 810)
• Revenue Recognition (ASC 606)
• Leases (ASC 842)
• Business Combinations (ASC 805)
• Impairments (ASC 350/360)
• Share-based payments (ASC 718)
• Complex financial instruments and other non-routine transactions
• Advise on accounting policy development, restatements, and remediation of material weaknesses
• Build and maintain strong relationships with CFOs, Controllers, and Audit Committees.
• Drive thought leadership in emerging accounting topics, including evolving FASB and SEC guidance
• Stay abreast of regulatory developments (SEC, FASB, IASB, etc.) and emerging technologies impacting financial reporting
• Lead, mentor, and grow high-performing teams; foster a culture of innovation and technical excellence
• Support business development, proposals, and go-to-market strategies
• Collaborate cross-functionally with tax, risk, valuation, managed services, and technology teams to deliver end-to-end solutions

Director, Accounting and Financial Advisory Services

Data Engineer

• Design, build, and optimize modern data solutions for mid‑market and enterprise clients
• Develop scalable, well‑documented ETL/ELT pipelines using T‑SQL, Python, Azure Data Factory/Fabric Data Pipelines, and Databricks
• Implement best‑practice patterns for performance, security, and cost control.
• Design relational and lakehouse models; create Fabric OneLake shortcuts, medallion‑style layers, and dimensional/semantic models for Power BI.
• Build automated data‑quality checks, lineage, and observability metrics; contribute to CI/CD workflows in Azure DevOps or GitHub.
• Gather requirements, demo iterative deliverables, document technical designs, and translate complex concepts to non‑technical audiences.
• Research new capabilities, share findings in internal communities of practice, and contribute to reusable accelerators.
• Collaborate with clients and internal stakeholders to design and implement scalable data engineering solutions.

• Deliver tax return and extension assembly and efile services
• Deliver administrative services to support Tax leadership and client delivery teams
• Maintain on and offsite client files
• Create and maintain workflows and support special projects for Tax teams
• Support tasks to maintain successful office operations

Client Operations Specialist – Tax

Manager

• Identify and build customs and trade opportunities both internally and externally.
• Advise U.S. and foreign companies on global import and export strategies and compliance.
• Build up the Customs & Trade brand in the market.
• Manage successful delivery and implementation of projects.
• Prepare responses to client queries by undertaking customs and or excise technical research.
• Advise clients on global trade advisory needs and global compliance requirements.
• Develop and executive strategies to manage duty costs and risk of global trade, improve international trade compliance and increase the operational effectiveness of supply chains.
• Staying current on global trade developments and work to develop new and innovative service offerings.
• Assist in new business development while sustaining excellent client service by networking within and outside the firm.

Global Customs & Trade Advisory Manager

• Deliver tax advisory and compliance services to clients
• Provide tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations
• Participate in tax research projects on tax issues
• Help draft IRS responses and address tax authority inquiries
• Team with leaders on special projects in corporate taxation
• Develop recommendations for the client to consider
• Communicate with specialty tax practices on complicated matters
• Learn and grow from direct coaching and mentoring
• Utilize entrepreneurial skills to network and build strong relationships

Winter 2027 Tax Associate

• Helps with project planning and to direct engagements
• Conducts site inspections
• Analyzes information and identifies technical issues
• Completes estimates of real and personal property building components
• Produces client deliverables
• Communicates project status with internal and external clientele
• Reviews junior members’ work product
• Helps present findings to clientele
• Assists with development and maintenance of client service templates
• Mentors and develops junior team members
• Adheres to the highest degree of professional standards and strict client confidentiality
• Provides timely, high-quality client service that meets or exceeds client expectations
• Assists with practice development

Senior Associate, Cost Segregation

Senior Associate, Cost Segregation, Tax

• Conducts onsite visits to potential clients and subject property inspections
• Analyzes potential projects and whether cost segregation services are appropriate
• Manages multiple engagements/projects
• Communicates project status with internal and external clientele
• Analyzes information and appropriately identifies technical issues
• Reviews junior members’ work product
• Manages project budgets
• Mentors and develops junior team members
• Presents the report and findings to clientele
• Assists in the hiring, training and mentoring of staff
• Adheres to the highest degree of professional standards and strict client confidentiality
• Provides timely, high-quality client service that meets or exceeds client expectations
• Assists with practice development

Cost Segregation Manager, Tax

• Conduct/attend site visits
• Helps with project planning
• Analyzes information and learns to identify technical issues
• Helps complete estimates of real and personal property building components
• Aids in producing high quality client deliverables
• Assists with development and maintenance of client service templates
• Provides timely, high-quality client service that meets or exceeds client expectations

Cost Segregation Associate

Senior Associate, Tax - Cost Segregation

• Conduct/attend site visits
• Helps with project planning
• Analyzes information and learns to identify technical issues
• Helps complete estimates of real and personal property building components
• Aids in producing high quality client deliverables
• Assists with development and maintenance of client service templates
• Adheres to the highest degree of professional standards and strict client confidentiality
• Provides timely, high-quality client service that meets or exceeds client expectations

Cost Segregation Associate, Tax

Consultant

• Oversee the day to day activities of U.S. GAAP compilations and reporting, agreed upon procedures, and special projects
• Identify accounting, financial statement, and reporting issues, based on professional guidelines including U.S. GAAP
• Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives
• Proactively build relationships and communicate effectively with the client to provide superior client service
• Supervise and lead the staff through counsel, guidance and coaching
• Evaluate performance on client engagements
• Invest in professional development through active participation in training sessions and networking events both internally and externally
• Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
• Demonstrate excellent team skills, positive attitude and high ethical standards

Senior Consultant, GAAP

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

• Be a trusted advisor to real estate owners, users and investors by providing expertise related to real estate in complex situations where financial analyses and market know-how and knowledge are mission critical
• Advisor to users, owners and investors of institutional real estate
• Core services include transactional advisory and valuation for mergers, restructurings, acquisitions and divestitures related to large portfolios of real estate and real estate related businesses
• Manage 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 the goal of acquiring new clients, projects, and revenue
• 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

Director, Accounting and Financial Advisory Services

Data Engineer

Client Operations Specialist – Tax

Global Customs & Trade Advisory Manager

Winter 2027 Tax Associate

Senior Associate, Cost Segregation

Senior Associate, Cost Segregation, Tax

Cost Segregation Manager, Tax

Senior Associate, Cost Segregation

Cost Segregation Associate

Senior Associate, Tax - Cost Segregation

Cost Segregation Associate, Tax

Senior Consultant, GAAP

Sales Instructional Design Manager

Manager – Real Estate Advisory