Baker Tilly US

Consultant

• Support project execution in designated role and help drive intended value creation and realization.
• Leverage and execute project and change management methodologies in assigned transformation project roles.
• Support efforts to evolve program, project and change management best practices to advance the Enterprise Transformation Office (ETO) methodology, along its desired maturity path.
• Collaborate effectively with other transformation project resources, both those in the ETO and across the organization, to support driving collective success.
• Support ETO team through additional responsibilities as identified.

Senior Consultant, Enterprise Transformation Office

• Cultivate and manage relationships with principals, serving as a trusted advisor.
• Act as a key point of contact on principal tax-related matters.
• Oversee and coordinate electronic filing (e-filing) of tax returns and extensions.
• Review, assemble, and validate tax documents ensuring accuracy and completeness.
• Direct processes for maintaining client records, both digital and physical.
• Design, implement, and manage workflows to support tax operations.
• Lead initiatives and special projects that improve service delivery.

Manager, Firm Tax Processing

Client Services Representative

• Be a trusted member of the team providing various tax, accounting and advisory services to small business clients
• Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials
• 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
• Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
• Provide recommendations for business and process improvements based upon knowledge gained relative to the client’s operations, processes, and business objectives
• 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 clients
• 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
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

Tax Manager – Private Client Services, Private Wealth

Account Manager

• Serve as a subject matter expert on federal partnership taxation
• Research technical issues for and provide transaction advice to engagement teams
• Draft and review technical memoranda, opinions, private letter rulings, comment letters, and white papers.
• Analyze IRS regulations and related guidance and distill them into internal and external thought leadership communications
• Develop and present content for internal and external webinars, tax conferences, and industry meetings
• Monitor federal legislation and litigation with tax implications/changes in order to provide internal and external insights
• Collaborate with other WNT specialists and other subject matter experts throughout the firm.

National Tax Manager – Partnerships

Manager

• Consulting with principals and managers concerning independence issues.
• Analyzing services and relationships between the firm and clients and applying the relevant independence rules to assess the impact on the firm’s independence.
• Analyzing complex corporate trees and private equity structures to identify affiliates of clients based on the applicable independence rules.
• Researching relevant independence guidance of the AICPA, SEC, and PCAOB.
• Ensuring consultations are answered on a timely basis in the Firm’s hotline database and that the documentation is thorough.
• Drafting independence memorandums when necessary to document considerations and conclusions regarding independence matters.
• Participate on special projects when necessary.

Independence Manager

Financial Planning and Analysis

• Interact directly with transaction team members on matters related to client and engagement management
• Develop and maintain financial models to be used in financial analysis, valuation, structuring and negotiation
• Assist in the preparation of detailed confidential memoranda, pitch materials and presentations
• Conduct comprehensive research, data gathering, and financial analysis of privately held companies
• Communicate with business owners to ensure delivery of exceptional client service
• Learn and grow from direct on the job coaching and mentoring along with participating in Baker Tilly firm wide learning and development programs

Analyst – Investment Banking, Financial Advisory

• Be a trusted leader of Baker Tilly’s tax services providing federal tax compliance and consulting services to commercial clients positively impacting your clients through:
• Being a valued tax business advisor, leading client relationships on day to day tax matters with various clients ranging from middle market to multinational
• Consulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
• Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration
• Coordinating 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
• Overseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates
• Providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
• 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.
• Actively participate in request for proposals to pursue additional clients/services for the firm
• Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team members
• Demonstrate leadership, initiative, excellent team skills, and high ethical standards
• Represents the firm at key community events, firm functions, and other meetings.

Tax Principal, Commercial Services

Risk

• Work closely with client executives and management teams to understand their businesses and assist in identifying, assessing, and managing financial and operational risks
• Develop in-depth knowledge of clients’ businesses and industries by having direct client interaction
• Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks
• Perform walkthroughs, risk and controls assessments, and control testing
• Review clients' processes and controls against industry frameworks, identifying gaps in design and execution
• Draft comprehensive executive summaries and final reports for delivery to the client
• Act as a valued business advisor, build relationships and communicate effectively with the client
• Facilitate professional and effective presentations

Internal Audit & Risk Manager

• Gain knowledge of the firm's Tax and Advisory practices through working with multiple clients across a variety of industries.
• Participate in performing state and local tax compliance reviews,
• Analyze tax controversies,
• Research and draft technical memoranda regarding income and franchise tax issues.

State and Local Tax Intern

• Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience
• Translate firm vision and strategy into an actionable business plan
• Team with marketing to develop sales and marketing plans
• Coordinate firm resources to ensure the best products and services are provided to clients
• Ensure your team members are provided with meaningful training and development opportunities
• Oversee the profitability of the practice
• Work closely with client executives and management teams to understand their businesses
• Develop in-depth knowledge of clients’ businesses and industries
• Provide strategic business advice to clients
• Assess, manage and optimize business risk across a wide range of areas
• Review clients' processes and controls against industry frameworks
• Be responsible for significant new business development
• Produce comprehensive executive summaries and final reports for delivery to the client
• Act as a valued business advisor, build relationships and communicate effectively with the client
• Lead professional and effective presentations to internal and external audiences.

Managing Director – Risk Advisory Services

• Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
• Be accessible and anticipate client needs, questions, and issues
• Schedule internal and external deadlines to meet client expectations for delivery
• Interact at the highest levels of client organizations
• Resourceful at gaining exposure to client activities offering potential for application of firm services
• Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
• Establish record of gaining client use of wide range of firm services
• Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
• Handle heavy load, including complex/demanding clients
• Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
• Understand firm’s strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
• Create opportunities to gain new clients
• Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
• Regularly look for opportunities, recommendations, and additional firm services that could benefit client
• Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
• Lead by example to positively impact employee morale
• Contribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
• Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities

Senior Manager, Accounting and Financial Advisory Services

• Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience
• Translate firm vision and strategy into an actionable business plan
• Team with marketing to develop sales and marketing plans
• Coordinate firm resources to ensure the best products and services are provided to clients
• Ensure your team members are provided with meaningful training and development opportunities
• Oversee the profitability of the practice
• Work closely with client executives and management teams to understand their businesses

Managing Director, Risk Advisory Services

Accounting Manager

• Handle accounting matters for various commercial/retail/hospitality assets
• Prepare and deliver monthly financial reporting package for each assigned property
• Maintain accounting records for ownership entities holding real estate assets
• Monitor compliance of certain ownership, debt and other agreements
• Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management
• Prepare and analyze periodic excess net cash flow distribution calculations
• Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings
• Prepare data to support the annual financial statement audit and preparation of tax returns
• Assist in preparation and review of annual budget
• Work alongside Property Management to prepare tenant reconciliation settlements
• Input and setup all new leases and lease renewals in property management software
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy

Senior Associate, Client Accounting Services, Real Estate – Property Development

• Join Baker Tilly as a Senior Associate in our fast-growing Corporate Finance Advisory team within the Office of the CFO practice.
• Help clients make confident, data-informed decisions through insightful financial analysis, dynamic reporting, and strategic guidance tailored to their business goals.
• Contribute to the development of financial models, reports, and dashboards that inform critical business decisions.
• Collaborate with experienced professionals on projects involving budgeting, forecasting, M&A support, and performance analysis – delivering insights that shape client strategy and enhance operations.
• Support complex financial analysis and modeling engagements, including forecasting business initiatives, evaluating financing alternatives, performing scenario analysis, and assessing cash flows to investors and other stakeholders.
• Assist in the development of forward-looking budgets, rolling forecasts, and performance dashboards, ensuring outputs are accurate, insightful, and aligned with client objectives.
• Compile, organize, and analyze financial data and improve upon operational processes to assist in identifying performance trends, support with scenario planning, and inform client decision-making.
• Conduct research and due diligence to support mergers, acquisitions, and other strategic initiatives, including reviewing financial documents and summarizing key findings.
• Assist in preparing client deliverables, participating in virtual meetings, and ensuring high-quality service throughout the engagement.
• Build and maintain financial models to evaluate business performance, assess scenario outcomes, and support decision-making.
• Collaborate with team members to continuously improve tools, processes, and client solutions.

Senior FP&A Analyst

• Be a trusted member of the engagement team providing various tax compliance and consulting services:
• 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 externally with clients
• Build friendships and strong work relationships while gaining valuable experience