Baker Tilly US

Accounting Manager

• Provide accounting-related services to our clients.
• Support team where needed in accomplishing client deliverables.
• Prepare client statements and reports for review.
• Proactively communicate status of work and seek clarity when needed.
• Meet client service expectations through quality deliverables.
• Review client data and analyze for potential improvements.
• Maintain and expand knowledge base of accounting principles and practices.

Senior Accountant, Client Accounting Services – Not for Profit

• Prepare individual tax returns (Form 1040 and related schedules)
• Enter client data into tax prep software
• Prepare tax returns in accordance with firm policies
• Adhere to the firm’s written tax practice standards and the firm’s 1040 procedure manual
• Ensure client confidentiality by following all company procedures regarding information handling

Tax Preparer – Full-Time

Customer Success Manager

• Responsible for the overall satisfaction and coordination of services for clients
• Position new services and solutions for client consideration
• Serve as the main Point of Contact for operational matters

Client Success Associate

• Join our centralized tax processing team to prepare individual tax returns (Form 1040 and related schedules) in a paperless environment.
• Enter client data into tax prep software.
• Prepare tax returns in accordance with firm policies.
• Adhere to the firm’s written tax practice standards and the firm’s 1040 procedure manual.
• Ensure client confidentiality by following all company procedures regarding information handling.

Tax Preparer – Part-Time

Business Development Rep

• Generate and manage a client facing pipeline- lead//own/participate in client pursuits (i.e. client discovery, proposal (pursuit) strategy, proposal development).
• Represent the firm and it’s entire suite of services serving the Real Estate ecosystem
• Co-Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.
• Demonstrated ability to craft clear, concise, and compelling value propositions for services and solutions, tailored for both internal alignment and external positioning.
• Lead the deployment of sales techniques and strategies to integrate services and resources across all lines of services and geographies.
• Maintain deep knowledge of core service offerings and effectively position their application within target markets to influence decision-makers
• Create, sustain, and grow relationships with new and existing clients through regular, open communication; ensure performance standards and client satisfaction are consistently met, and proactively communicate and troubleshoot issues as they arise
• Account Ownership; Strategic Account Management
• Support the deployment and drive the use of industry-specific systems, technology development, and lead overall sales strategy for the industry.
• Innovate and grow the real estate industry practice through collaboration, teaming, and differentiation.
• Have conversational knowledge of other major service offerings outside of your team(s) with intersection into your target market(s); to leverage Firm strategy of providing or enhancing value for an integrated-reinforcing marketplace.
• 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.
• Attain closed business deal ($) goals associated with both new accounts and existing client accounts (as appropriate), to ensure a profitable return to Firm each fiscal year
• Perform regular, aggressive and prompt follow up on all Firm-generated leads assigned from campaigns, or ad hoc requests from practice leadership
• Collaborate with other Firm Industry, Service & Geography BD leaders and practice leaders for an integrated Go-to-Market (GTM) approach
• Perform account planning and key account research to optimize BD efforts and account penetration
• Make primary out-reach efforts, coordinated with marketing personnel on campaigns including prospect calls, emails and other mechanisms to secure appointments with COI individuals
• Coach, develop and lead sales professionals (as well as industry resources) within the industry(s), and support other sales professionals with service or geographic alignment.
• Demonstrate strong problem-solving, critical thinking, and thought leadership skills.

Business Development Director – Real Estate

Payroll

• Provide direct support and consulting to payroll clients
• Understand payroll in depth and maintain knowledge of payroll practices and laws
• Independently manage client relationships while escalating issues when needed
• Ensure client payroll information is accurate
• Review and process payrolls in a timely manner
• Prepare reports of employee earnings, taxes, deductions, and employer's contributions
• Establish strong and trusted client relationships
• Maintain confidentiality of employee data
• Provide technical software support to clients
• Identify and capture out of scope work and expand services to clients

Payroll Specialist

Manager

• Lead functional and solution design aligning business objectives with technology implementation
• Manage IT transformation projects in the healthcare provider industry
• Ensure project produces required deliverables on time and of quality
• Act as liaison among executive committee members, stakeholders, and development team

Integration Manager

• Provide exceptional service to clients including tax, accounting, and advisory services
• Manage production of monthly, quarterly, and financial reports and benchmarking
• Provide recommendations for business and process improvements
• Coach, train, and mentor staff on client service, tax, and accounting matters
• Provide analysis and insights to clients based on knowledge of current business trends

Manager, Client Accounting Services – Family Office

Risk

• Assist with the Firm’s conflict clearing and client acceptance process
• Review proposed engagements across various service lines to assess potential conflicts
• Conduct database research for new projects to identify potential conflicts
• Facilitate the resolution of any potential conflicts
• Ensure data integrity within the conflict check database and client intake system
• Support and assist with strategic projects, including enhancing technology related to conflict check system

Analyst, Risk Management

Consultant

• Provide a variety of services including energy and infrastructure advisory and project development support
• Participate in our Development Advisory team
• Provide economic development and capital planning support
• Work with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities
• Support Baker Tilly’s services tied to the Inflation Reduction Act
• Gain hands-on experience in energy and community development advisory
• Experience on-the-job training through real work engagements
• Learn directly from experienced managers and partners with specialized experience and technical knowledge

IRA Advisory Consultant

Software Engineer

• Build, support and deliver IRA service offerings, including but not limited to domestic content bonus tax credit analysis and foreign entity of concern analysis.
• Assist on management consulting projects for private and public sector organizations in the energy and infrastructure industries through strategic planning, project feasibility, financial management reporting, budget preparation and analysis, capital project planning, comprehensive financial planning and related client services.
• 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.
• Enjoy friendships, social activities and team outings that encourage a work-life balance.
• Occasionally travel, mostly same-day travel within the state.
• Serve on client projects and assist in management of client relationships.
• Document and analyze processes, internal controls, and workflow to identify opportunities for improvement.
• Perform research into best practices, operational polices, and organizational design.
• Perform tests of effectiveness of controls and compliance with laws/regulations/policies.
• Interview clients to better understand processes and to recommend improvements.
• Support project staff in day-to-day service delivery.
• Assist in development of articles, sales proposals and presentations for new business development and client purposes.

Senior Consultant, Engineering

General Counsel

• Draft, negotiate, and review of commercial transactions, contracts and agreements; providing counsel regarding interpretation of active contracts, and handling contractual dispute resolution.
• Significant involvement in contractual matters throughout entire contract lifecycle, from formation to termination, for agreements pertaining to diverse subjects
• Manage multiple contracts and projects in a deadline driven environment
• Work with the legal and risk management department and business leadership to assist/lead on a variety of projects related to process improvements, risk mitigation and legal policy development
• Collaborate with external vendors and legal counsel as necessary

Corporate Counsel

• 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

Deployment Manager – Resource Management

Financial Planning and Analysis

• Lead and develop a team of financial analysts responsible for accurate revenue recognition, project margin analytics
• Partner with service line leaders and the Enterprise Pricing CoE to monitor revenue trends, project performance post-pricing, ensuring commercial terms are supported through effective delivery management
• Identify repetitive, manual tasks suitable for automation to improve efficiency and data quality
• Lead the design and implementation of automation solutions, AI driven analytics and workflow optimization
• Partner with Technology and Operations teams to deploy AI tools for forecasting, anomaly detection and predictive insights
• Monitor trends in delivery performance and margin optimization opportunities
• Partner with the Data Analytics team to establish data governance frameworks to ensure integrity and consistency in reporting

Manager – Project Financial Management

Customer Support

• Reviewing, assigning and/or taking ownership of customer support tickets daily, responding promptly to customers once reviewed
• Determining a course of action upon review of case tickets
• Testing possible solutions in demonstration environments
• Adding internal comments to variations of potential solutions and contact customers with possible solutions
• Escalating issues without immediate resolution to internal management or Sage Intacct’s customer support and/or engineering
• Following up regularly on outstanding tickets
• Delegating certain issues to the implementation or technical services team for highly configured instances of the software
• Corresponding throughout issue resolution process in a timely manner
• Other duties as assigned
• 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