Baker Tilly US

• Assist Managers and Partners in engagement management of clients
• Conduct financial due diligence on middle-market companies
• Work directly with client leaders and strategic clients
• Perform buy-side and sell-side due diligence as well as M&A tax activities
• Conduct analytical reviews of data and prepare findings
• Create draft reports for management review
• Research issues that arise during the course of engagement
• Build relationships with existing clients

Senior Consultant, Mergers & Acquisitions – Tax

Analyst

• Support transaction structuring and financial modeling
• Assist in securing debt, equity, and other financing sources for transactions
• Assist with acquisition, preservation, disposition, recapitalization, and portfolio strategy assignments
• Research industry and technical topics, compile relevant data, and present clear, actionable findings
• Provide consulting support to help clients achieve strategic, financial, and operational objectives

Senior Analyst, Affordable Housing

• Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
• Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities
• Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members
• Coordinate services as needed with other practice areas of the firm
• Build relationships with existing clients, including involvement in networking and business development activities
• Provide both leadership and supervision to Staff, Seniors and Managers

Senior Manager, M&A Tax

Director

• Manage client relationships and coordinate services from other parts of the firm
• Lead transaction services engagement teams at large national professional services firms
• Research complex accounting issues and conduct financial due diligence for mergers and acquisitions and other transaction related services

Director – Transaction Advisory Services

• Research federal income tax issues and strategies and assist in providing technical advice to engagement teams and clients
• Prepare technical memoranda, tax analyses, opinion support, and other written work products addressing complex tax issues
• Assist with the analysis of mergers, acquisitions, divestitures, recapitalizations, financings, internal restructurings, and other corporate transactions
• Assist in the continued development and growth of Baker Tilly's corporate tax opinion and technical consulting practice
• Develop internal and external thought leadership, including articles, presentations, webinars, and training materials
• Monitor legislative, regulatory, and judicial developments affecting corporate taxation and communicate implications to internal and external stakeholders
• Work directly with senior leaders within the corporate, debt matters, and ASC 740 practice and other specialties throughout the National Tax Office
• Collaborate with professionals across international tax, tax controversy, accounting methods, compensation and benefits, SALT, ASC 740, and other specialty practices on multidisciplinary projects

Tax Manager – Corporate Tax, National Tax

Security Engineer

• Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed.
• Develop in-depth knowledge of clients’ businesses and industries by having direct client interaction while working on multiple aspects of an engagement.
• Think independently and strategically about your clients’ business, systems, and risks, providing recommendations for business and process improvements based on knowledge gained relative to the client’s operations, processes, and business objectives.
• Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks.
• Assess, manage, and optimize information technology risk across areas such as cybersecurity, IT strategy and governance, IT regulatory and compliance requirements, and business continuity.
• Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients.
• Assist in the development of audit programs and the execution of internal audits and IT control assessments across IT strategy, governance, operations, cybersecurity, third-party risk, ITGC, SOC reporting, and regulatory compliance.
• Draft comprehensive executive summaries and final reports for delivery to clients, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies.
• Act as a valued business advisor, building relationships and communicating effectively with clients to provide superior service.
• Demonstrate continuous growth by expanding knowledge and experience in technology environments, platforms, and tools, while pursuing education and networking opportunities to maximize personal and professional development.

Cyber Security Associate

• Create, maintain, and manage documentation for healthcare applications, technical workflows, and operational processes
• Collaborate with healthcare SMEs, IT teams, and Community Connect teams to ensure documentation accuracy and completeness
• Develop clear, concise, and user-friendly materials to support system transitions and workflow optimization
• Track project deliverables and timelines to ensure milestones and deadlines are met
• Build strong internal and external relationships to support collaboration and project success

Healthcare IT Analyst

Manager

• Design and implement end‑state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).
• Assess organizational and process maturity, and develop transformation roadmaps aligned to enterprise strategy, value levers, and business outcomes.
• Lead large‑scale, multi‑process transformation programs, integrating automation, analytics, AI, RPA, and intelligent workflow platforms to drive efficiency, scalability, and service excellence.
• Establish enterprise service management and performance frameworks, including SLAs/OLAs, KPI hierarchies, dashboards, financial and operational reporting, and continuous improvement mechanisms.
• Drive transitions, migrations, and operational readiness across global delivery networks, including change management, knowledge transfer, risk mitigation, and stakeholder alignment.
• Partner with technology and digital teams to embed data platforms, intelligent automation, and advanced analytics into core GBS and finance operations.
• Serve as a trusted advisor on complex finance and operational transformation engagements, including outsourced CFO/Controllership, Record‑to‑Report, Procure‑to‑Pay, Order‑to‑Cash, FP&A, and Financial Reporting.
• Design and deliver future‑state finance processes and data models, including financial consolidation, close acceleration, chart of accounts design, planning/budgeting/forecasting, and enterprise financial intelligence (e.g. AI).
• Lead client engagements, from executive workshops and assessments through proposal development, transition, execution, and steady state operations.
• Direct and develop cross‑functional consulting teams, managing day‑to‑day delivery, quality, timelines, and client satisfaction across global stakeholders.
• Develop scalable dashboards, data models, and reporting solutions using tools such as Power BI, Tableau, SQL, and Alteryx to support operational, financial, and strategic insights.
• A key leader in practice growth and go‑to‑market efforts, including managed services pursuits, thought leadership, reusable assets, sector‑specific offerings, and representation at executive forums and industry events.
• Mentor and develop junior and mid‑level team members, fostering a collaborative, high‑performance culture across global teams.

Senior Manager – Advisory Consulting, Operating Model

• The Practice Management Manager plays a critical role in enabling operational excellence across their assigned service line by driving process efficiency, supporting change adoption, and ensuring consistent execution of strategic and operational initiatives.
• This role partners with leadership and Enterprise Solutions & Operations (ESO) teams to drive operational excellence, scalable growth, and continuous improvement.
• Support the operationalization of processes, tools, and operating models to drive consistency, scalability, and alignment with firm standards.
• Coordinate execution of operational initiatives and process improvements, ensuring timely delivery and alignment with business objectives.
• Identify operational gaps and opportunities to improve efficiency, enhance team effectiveness, and support best practice adoption.
• Serve as a point of coordination for operational escalations across the engagement lifecycle (e.g., engagement setup, contracting, resourcing, compliance, and financial processes).
• Support adherence to operational processes, internal controls, firm policies, engagement documentation requirements, and operational standards to promote operational integrity and mitigate risk.
• Assist in the implementation, adoption, and change enablement efforts related to new processes, technologies, reporting, and operational initiatives.
• Support implementation of strategic initiatives, operational changes, system implementations, and process transitions across the practice.
• Partner with practice leadership to translate strategic priorities into operational action plans and support execution of key business objectives.
• Coordinate and cascade firm, service line, and practice communications to promote alignment, transparency, and engagement.
• Collaborate with ESO teams including Finance, Resource Management, Talent Management, Enterprise Technology, Legal, and Client Operations to improve operational effectiveness and system utilization.
• Support weekly, monthly, quarterly, and annual business meetings, operational reviews, and leadership planning activities.
• Develop presentation materials, reporting, and communications aligned to business strategy and operational priorities.
• Partner with Finance to interpret firmwide dashboards and reporting, helping identify financial trends, risks, and business implications.
• Review operational performance indicators including chargeable hours, utilization, overtime, engagement profitability, travel, and controllable expenses to support operational decision-making.
• Monitor project quality and engagement lifecycle compliance requirements, including Accounts Receivable (AR), Work in Process (WIP), engagement documentation, contracting, and related operational processes.
• Support expense management activities related to employees, subcontractors, vendors, software, and subscriptions.
• Respond to operational and financial risks, trends, and outliers through follow-up coordination, analysis, and issue resolution support.
• Consolidate operational insights and reporting to support business health monitoring and leadership decision-making.
• Partner with Resource Management and leadership to support staffing alignment and operational readiness.
• Review business pipeline reporting and identify potential staffing constraints, resource gaps, or operational risks.
• Support recruiting priorities based on business strategy, staffing demand, growth projections, and skillset needs.
• Coordinate onboarding activities for new team members, including experienced hires, campus hires, and team members joining through acquisition activity.
• Support integration and stabilization efforts related to operational transitions and newly integrated teams.
• Maintain awareness of team member skills, experiences, and career goals to help support staffing alignment and business needs.
• Support execution of training, onboarding, and continuing professional education (CPE) initiatives.

Practice Manager – Managed Services

Accounting Manager

• Responsible for the integrity, accuracy, and timeliness of all financial reporting, technical accounting, internal controls, and accounting operations across the enterprise.
• Leadership of the enterprise-wide controllership function.
• Own the GAAP financial statements and key technical accounting positions (including revenue recognition, consolidation, and other complex accounting matters).
• Drive the cadence and quality of the monthly, quarterly, and annual close cycles.
• Lead interactions with the Audit Committee and serve as a strategic partner to the CFO, executive team, external auditors, and sponsors with clear, Board-ready communication.
• Interface with Baker Tilly’s senior leadership team to drive monthly accounting reviews.
• Modernize accounting operations and systems—strengthening policies, processes, and automation across core accounting areas (e.g., GL, AP/AR, payroll accounting, revenue accounting, tax accounting, and financial systems).

Chief Accounting Officer

• Serve as the primary relationship leader and trusted advisor for multiple family office clients
• Oversee multiple client engagements and ensure overall quality, consistency, efficiency, and client satisfaction
• Manage engagement scope, budgets, profitability, and resource allocation
• Develop strategic insights and recommendations based on client objectives, financial results, and changing economic conditions
• Lead coordination with tax advisors, attorneys, wealth managers, investment advisors, and other external professionals
• Review and approve complex financial statements, management reports, reconciliations, and accounting analyses
• Oversee month-end and year-end close processes for clients and related entities

Senior Manager – Client Accounting Services

• Provide compliance and consulting services to BT Partners
• Perform technical review of complex individual tax returns and all supporting tax documents
• Lead multiple engagements that deliver proactive tax planning and strategic consulting
• Grow technical competence by applying technical developments to complex situations
• Manage the client experience as the primary point of contact for about 75 clients
• 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.

Senior Tax Associate – Principal Tax Services

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities
• Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns
• Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax
• Advise and make recommendations to clients on business succession planning
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

High Net Worth Tax Principal

Support Engineer

• Develop full-stack business applications using Python and the Anvil framework
• Design and implement innovative solutions, particularly within the AWS ecosystem
• Collaborate with consultants and industry specialists to solve client challenges
• Identify opportunities to create new service offerings and technology solutions for Baker Tilly clients
• Contribute reusable components and best practices that accelerate future development efforts

Technical Support Specialist

• Provide tax compliance and advisory services related to estate, gift and trust matters
• 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
• 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