Baker Tilly US

Account Manager

• Lead strategic growth initiatives within Baker Tilly's Municipal Advisory and Public-Private Partnership (P3) advisory services.
• Develop and maintain executive-level relationships with public sector, higher education, transportation, aviation, and infrastructure clients.
• Serve as a trusted advisor to state and local governments, public agencies, colleges and universities, transportation authorities, airports, and other public-purpose organizations.
• Originate and lead complex advisory engagements involving infrastructure, economic development, campus development, real estate, capital planning, and public-private partnership initiatives.
• Advise clients on project evaluation, procurement strategies, alternative delivery methods, financial analysis, transaction structuring, implementation, and long-term asset management.
• Collaborate across Baker Tilly service lines to deliver integrated solutions that address clients' strategic, financial, operational, and infrastructure needs.
• Lead strategic pursuits, proposals, presentations, and client engagement efforts for complex advisory opportunities.
• Regularly assess market trends, funding programs, procurement practices, and emerging opportunities impacting public sector and higher education clients.
• Develop innovative service offerings and solutions aligned with evolving client needs and market demands.
• Provide thought leadership through industry organizations, conferences, publications, and speaking engagements.
• Participate as a subject matter expert in strategic initiatives and client engagements.
• Serve as Municipal Advisor on complex transactions as needed.

Managing Director – Municipal Advisory, Public-Private Partnerships, Infrastructure

Analyst

• The Asset Analyst will be responsible for portfolio monitoring and addressing compliance and asset management issues during the underwriting and closing stage, throughout the compliance period, and through the disposition/exit stage of the New Market Tax Credit investments.
• Focus on NMTC projects for Baker Tilly clients to deliver required reviews, comments, and work product related to pre-closing and post-closing financial models and reviews of construction budgets/draws.
• Responsible for all aspects of compliance reporting for client portfolio, verification and accuracy, and analysis of additional community impact reporting.
• Assess project and partnership risk factors in compliance with Section 45 provisions, allocation agreement requirements, and operating agreement conditions.
• Establish strong working relationships with investors, lenders, and financial partners and assist with the preparation and modification of annual community impact questionnaires.
• Assist with mitigating risk.
• Continually assess project and partnership risk factors as they pertain to compliance with Section 45 (NMTC) provisions, allocation agreement requirements and operating agreement conditions.
• Monitor loan defaults and that there are no mechanic liens or other non-permitted encumbrances on the project.

Asset Analyst, Capital Formation

• Be a trusted member of the engagement team providing various tax compliance and consulting services to industry specific clients
• Provide tax compliance and advisory services to S-corporations, partnerships, and private wealth individuals
• 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 tax
• 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 – Private Wealth

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices
• Perform technical review of complex tax returns
• Advise and make recommendations to clients on business succession planning

High Net Worth Tax Principal

Sales

• Build architecture (objects, fields, page layouts) and automation (workflow rules, process builders, approval processes) on the Salesforce platform
• Build declarative components (Apps, Lightning Pages) in Salesforce Lightening
• Create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce
• Configure the Nonprofit Success Pack (NPSP) objects, custom settings and account model
• Install and configure applications from the Salesforce AppExchange such as email, social media, financial management, online payment, SMS, and form building applications
• Install and configure proprietary applications as needed
• Define appropriate data model and system architecture from business requirements for defined deliverables
• Create comprehensive technical documentation appropriate for both engineering and clients
• Create written recommendations, outlining multiple solution designs and considerations for each
• Discuss data model considerations internally and with clients
• Design mock ups of custom pages
• Rapidly prototype solutions and integrate feedback to support iterative development cycles

Senior Salesforce Consultant

• Deliver tax advisory and compliance services to clients
• Gain hands-on experience in tax working full time
• Participate in our intern orientation, technical training and development program
• Experience on-the-job training through real work engagements
• Learn directly from experienced associates, seniors, managers and partners

Tax Intern

• Provide centralized oversight of all active Global Trade & Customs engagements, ensuring projects remain on track with scope, timeline, and budget
• Establish and maintain project management standards, tools, and reporting frameworks across the practice
• Monitor project milestones, dependencies, and deliverables; proactively identify and mitigate risks
• Drive consistency in delivery execution and promote best practices across engagement teams
• Coordinate cross-functional teams to ensure alignment and efficient execution
• Manage consultant utilization across a growing and complex portfolio of work
• Partner with leadership to align staffing with project needs, deadlines, and skillsets
• Identify capacity constraints, resource gaps, and opportunities to improve efficiency
• Develop actionable reporting on utilization, forecasting, and capacity planning
• Serve as a key client-facing contact supporting engagement teams
• Assist clients in navigating customs portals, processes, and procedural requirements
• Respond to client inquiries by coordinating with technical specialists and conducting targeted research
• Help translate complex customs and trade requirements into clear, actionable guidance for clients
• Support strong client relationships through proactive communication and high-quality service delivery
• Deliver clear, concise reporting to leadership on project status, risks, utilization, and performance metrics
• Provide insights that enable data-driven decision making and continuous improvement
• Proactively surface risks, bottlenecks, and delivery challenges with recommended solutions
• Support development of scalable processes, tools, and playbooks for the Global Trade practice
• Work closely with Partners, Directors, and engagement teams to coordinate delivery efforts
• Support onboarding, training, and development of team members on project management best practices
• Foster collaboration across teams to enhance efficiency and knowledge sharing
• Contribute to the growth and operational maturity of the Global Trade & Customs practice

Senior Relationship Consulting Manager, Global Trade Management

Insurance

• Oversee staff on pre-audit planning and field work for engagements, reviewing client accounting and operating procedures
• Perform testing and planning to support an audit opinion, including preparing supporting work paper documentation in more complex areas, performing internal control and substantive testing, conducting analytical reviews of account balances, and preparing financial statements
• Research technical issues that arise during the course of engagements.
• Create draft audit reports for management review
• Assist Managers and Partners in preparing risk assessment and developing audit plan programs.
• Build relationships with existing clients, including involvement in networking
• Identify opportunities for continuous improvement and contribute towards implementing them

Senior Assurance Associate

• Perform testing and planning to support an audit opinion, including preparing supporting work paper documentation, performing internal control and substantive testing, conducting analytical reviews of account balances, and preparing financial statements.
• Research technical issues that arise during the course of engagements.
• Create draft audit reports for management review.
• Assist Seniors, Managers and Partners in preparing risk assessment, and developing audit plan programs.
• Identify opportunities for continuous improvement and contribute towards implementing them.

Assurance Associate

Associate

• Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients:
• Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised.
• Plan and supervise the execution of all audit engagement activities.
• Review and perform substantive testing on client’s balance sheets and income statements.
• Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement.
• Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered.
• 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.

Audit Senior Associate

Assessor

• Be client-centric
• Lead advisory and assessment engagements
• Conduct gap analyses
• Write system security plans, policies, procedures, and other required documents
• Evaluate and assess evidentiary artifacts and conclude whether or not they are sufficient to meet control
• Document control test results based on FedRAMP-defined test case procedures
• Assist in completing the Security Assessment Plan, Security Assessment Report, and Risk Exposure Table
• Conduct stakeholder interviews, security boundary discussions, control walkthroughs with clients to verify control implementation status
• Possess strong knowledge of FedRAMP, GovRAMP, and NIST
• Critical thinking, analytical, writing, and basic editing skills with the ability to write to FedRAMP’s level of detail

Senior FedRAMP Assessor

Business Development Rep

• Understand key Private Client service offerings and confidently communicate their application to high-net-worth individuals, family enterprises, privately held business owners, family offices, trusts, estates, foundations, and their advisors
• Demonstrate an understanding of estate and gift planning, trust and fiduciary considerations, family governance, succession planning, liquidity events, business transition planning, and family office services and their impact on client goals and decision-making
• Monitor and communicate emerging trends related to tax legislation, wealth planning, estate and gift planning, family office evolution, business succession, liquidity events, and generational wealth transfer to identify and develop new business opportunities
• Lead the deployment of sales techniques and strategies to integrate services and resources across all lines of service and geographies
• Possess a broad understanding of macroeconomic, regulatory, tax, and market trends impacting affluent individuals, family enterprises, privately held businesses, and family offices
• Build, maintain, and expand relationships across the Private Client ecosystem, including family office executives, attorneys, wealth advisors, private client bankers, trust officers, investment advisors, business owners, and other centers of influence
• Maintain a clear understanding of who your team wishes to target for business development purposes
• 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
• Participate as a key team member on all relevant market development meetings and other in-house discussions

Business Development Director – Private Client

• 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 tax
• Communicate and team with specialty tax practices on complicated tax matters
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy

Senior Tax Associate

• Lead, develop, and inspire a team of industry-focused business development professionals supporting multiple industry practices, fostering a culture of accountability, high performance, and continuous improvement
• Partner with industry, service line, market, and firm leadership to develop and execute strategic growth initiatives aligned with firm objectives and long-term market opportunities
• Maintain an understanding of market trends, competitive dynamics, regulatory developments, and emerging opportunities impacting the firm's target industries to inform growth strategies
• Develop relationships and growth strategies with executive decision-makers, key clients, referral sources, strategic partners, and other centers of influence that support firm growth objectives
• Drive the deployment of sales strategies, methodologies, and best practices that support industry go-to-market plans, new client acquisition, and revenue growth goals
• Establish and monitor key performance indicators (KPIs), forecasting processes, pipeline governance, and business development performance reviews to ensure accountability, accurate reporting, and effective resource deployment
• Provide coaching, mentorship, and leadership development to business development professionals and emerging sales leaders, supporting succession planning and talent development across the PSO
• Drive strategic account planning initiatives across priority industry accounts, coordinating resources and opportunities to maximize client penetration and cross-selling revenue growth
• Develop sales resource allocation strategies, market coverage plans, and budgeting recommendations that maximize business development effectiveness across key geographies and industry segments
• Direct the development and implementation of sales processes, playbooks, tools, and growth programs that enhance sales effectiveness and support achievement of growth targets
• Monitor competitive landscapes, emerging market opportunities, and industry trends to identify growth opportunities and maintain a competitive advantage
• Lead cross-functional collaboration with marketing, sales operations, sales enablement, sales development, industry practitioners, and practice leaders to support an integrated Go-to-Market (GTM) approach
• Maintain strict compliance with CRM (Salesforce) requirements and promote disciplined pipeline management, forecasting, activity compliance, and data-driven decision-making.

Senior Director, Business Development

General

• Manage development, relocation, refurbishment, expansion, and decommissioning projects nationwide.
• Lead projects through five core phases: Initiate, Plan, Design, Construct, and Close.
• Develop and maintain Project Charters, Budgets, Master Schedules, and Risk Registers.
• Oversee multiple concurrent projects ranging from 10,000 SF to 60,000+ SF.
• Support lease negotiations by reviewing work letters and landlord obligations.
• Coordinate tenant improvement (TI) allowance tracking and reimbursement.
• Interface directly with landlords and property managers.
• Ensure compliance with lease-required documentation and closeout submissions.
• Lead RFP processes for Architects & Engineers, general Contractors, furniture Vendors, IT Consultants, relocation Specialists.
• Facilitate programming and manage all phases of design including: SD, DD, CD, and CA documentation phases.
• Chair weekly preconstruction construction meetings and OAC meetings.
• Monitor RFIs, change orders, submittals, and schedule updates.
• Oversee final inspections and punch list completion.