Baker Tilly US

Salesforce Developer

• Review and analyze system specifications
• Identify one or more technical solutions to discuss with clients
• Create a solid technical solution based on best practices
• Collaborate with the team to design, develop and maintain all development
• Determine and coordinate time estimates and priorities
• Help troubleshoot/reproduce bugs and errors as well as execute test cases (manual or automated) based on business requirements and/or technical specifications
• Communicate to all internal stakeholders and log issues
• Acknowledge client issues immediately and respond to any client communications by established internal timelines
• Communicate directly with clients to identify core issue(s) and respond daily with progress updates on open tickets
• Document and communicate estimated timeframe and scope hours/cost for fixes
• Work with cross-functional teams to ensure quality through the system development life cycle while meeting all deadlines
• Collaborate with project team and engineers to develop effective strategies and test plans
• Develop and maintain a working knowledge, and documentation of deployment and version control methodologies
• Help manage and contribute to internal applications
• Communicate with engineering leadership on demo and client application setup time requirements
• Set up templated applications from the AppExchange with clients
• Work with sales team to design demo and implement environments

Salesforce Engineer – Manager

Solutions Engineer

• Collaborate with clients and internal stakeholders to design and implement scalable data engineering solutions using the Microsoft Analytics ecosystem• Develop and maintain data pipelines, ensuring efficient extraction, transformation, and loading (ETL) processes for structured and unstructured data• Apply best practices in dimensional modeling to create robust and scalable data models for analytics and reporting• Leverage tools such as Python, dbt, and SQL to develop advanced data transformation and integration processes• Optimize data storage and retrieval mechanisms to support high-performance analytics workloads• Implement and manage hybrid analytics workloads using Azure Cloud infrastructure, including networking and security configurations• Monitor and troubleshoot data pipelines and workflows to ensure accuracy, reliability, and performance• Collaborate with analytics and BI teams to ensure seamless integration of data assets into Power BI and other reporting platforms• Stay informed about emerging trends and technologies in data engineering and cloud analytics to enhance solution delivery

Data Solution Architect

Risk

• Provide leadership, management and strategic direction with a focus on providing an exceptional client service experience, an environment where associates can learn and grow and financial success obtained through growth and sound fiscal decision making
• Translate firm vision and strategy into an actionable business plan, provide specific objectives to be accomplished and monitor progress
• Team with marketing to develop sales and marketing plans, investigate and pursue areas for expansion of services within existing client base while also pursuing new clients, actively participate in proposals
• 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, are appropriately challenged by increasingly complex work, are presented with timely and thoughtful feedback and are positively recognized for their efforts
• Oversee the profitability of the practice to include effective utilization of personnel, appropriate rates for services provided, timely collection of fees
• 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 upon 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 business risk across a wide range of areas, including operational audit, enterprise risk management (ERM) and SOX compliance
• Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
• Be responsible for significant new business development, including identifying, sourcing, pursuing, and winning risk advisory opportunities
• Produce comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
• Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
• Lead professional and effective presentations to internal and external audiences

Risk Advisory Services Principal

Data Engineer

• 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.

Business Development Rep

• Understand key industry service offerings and confidently communicate their application across the manufacturing ecosystem—including industrial manufacturing, automotive, aerospace & defense, consumer products, food & beverage, logistics, and distribution markets—to a diverse group of stakeholders
• Demonstrate an understanding of global trade management strategies, including import/export compliance, tariff mitigation, customs valuation, duty optimization, free trade agreements, and cross-border supply chain operations
• Demonstrate an understanding of manufacturing operations, global supply chain optimization, automation, operational technology, and digital transformation initiatives and their impact on client operations and growth strategies
• Monitor and communicate emerging trends related to global trade regulations, tariffs, geopolitical risk, supply chain disruption, reshoring initiatives, and international sourcing strategies to identify and develop new business opportunities
• Demonstrate an understanding of emerging manufacturing technologies (e.g., automation, robotics, AI, IoT, data analytics, and smart factory solutions) and their impact on operational efficiency and business transformation
• Monitor and communicate emerging trends related to industrial automation, smart manufacturing, supply chain resilience, reshoring initiatives, sustainability, and infrastructure investment to identify and develop new business opportunities
• Demonstrate an understanding of emerging technologies supporting global trade and supply chain operations, including automation, AI, data analytics, ERP integration, and trade management platforms
• 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, and market trends impacting the manufacturing sector, including global trade policy, supply chain modernization, reshoring, workforce challenges, automation, and industrial investment
• Have a conversational understanding of the firm’s significant service offerings beyond manufacturing that intersect with our team's expertise, enabling the utilization of the firm's strategy to deliver and enhance value in an integrated and mutually reinforcing marketplace.
• Build, maintain, and expand relationships across the manufacturing and global trade ecosystem, including manufacturers, importers/exporters, distributors, supply chain leaders, customs and trade professionals, investors, and strategic partners
• Perform regular, aggressive, and prompt follow up on all Firm-generated leads assigned from campaigns, or ad hoc requests from practice leadership.
• Maintain a clear understanding of who your team wishes to target for business development purposes – and why.
• Track and analyze emerging manufacturing industry trends and innovations to identify potential opportunities within the sector
• Regularly inform practice leadership of changing market dynamics and other factors influencing accounts of strategic importance
• 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 revenue goals associated with both new accounts and existing client accounts (as appropriate), to ensure a profitable return to Firm each fiscal year.
• Participate as a key team member on all relevant market development meetings and other in-house discussions.
• 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
• Maintain deep knowledge of core service offerings and effectively position their application within target markets to influence decision-makers
• Collaborate with other BD leaders and practice leaders for an integrated Go-to-Market (GTM) approach
• Perform account planning and key account research to optimize business development efforts and account penetration.
• Perform primary out-reach efforts, coordinate with marketing personnel on campaigns including prospect calls, emails, and other mechanisms to secure appointments with COI individuals

Business Development Director – Global Trade Management, Industrial & Consumer Products

Consultant

• Manage multiple projects and customers simultaneously to successfully implement following our prescriptive implementation methodology resulting in in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption
• Executing all aspects of the implementation process which includes collaborative consultation with the client, requirements definition, solution design, configuration, unit and integration testing, training, data cleansing, and data migration
• Maintaining deep knowledge of the Sage Intacct software including expertise implementing and using Sage Intacct advanced modules, as well as staying current with the latest product features and enhancements
• Configuring and implementing the Sage Intacct software based on a thorough understanding of customer-specific business processes as well as industry and system best practices
• Developing and deploying implementation project plans and ensure projects are delivered on time, on budget while optimizing return on investment
• Utilizing and developing less experienced implementation resources providing on-the-job coaching and mentoring
• Conducting training for customer end-users at all levels of the customer organization and relate system functionality to customer business requirements
• Effectively documenting customer business requirements into configurable software solutions and business management processes utilizing best practices and visual process flowcharts
• Responding to customer technical support issues related to the system implementation
• Designing and building industry specific key performance indicators, reports, and dashboards
• Working in a team-oriented and collaborative environment with Professional Services, Sales, Support, Marketing and Customer Success to effectively coordinate project execution and completion
• Delivering prompt, concise, and friendly communications while providing high quality service and leadership to align with customer goals and requests
• Contributing to and using knowledge repository of deployment best practices and enhance tools and repeatability of service delivery
• Mentoring Associate Solution Architects and Solution Architects on processes, Sages Intacct modules and customer/project management
• Serving as an escalation point for project issues
• 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 Consultant – Sage Intacct Implementation

• Provide best in-class service to our clients, through communications, information gathering, onboarding and delivery.
• Communication with team, clients and third-party client advisors.
• Work with clients to help them navigate various client platforms.
• Support team where needed in accomplishing client deliverables.
• Proactively communicate status of work, ask timely questions and seek clarity from the lead on client engagements when needed in order to keep work progressin.
• Meet client service expectations through adhering to quality and timely client deliverables.
• Begin to establish and build team and client (internal/external) relationships and facilitate and maintain positive and proactive communications.
• Assist with client data gathering by reviewing client data and information needed.
• Promptly communicate roadblocks and inefficiencies as they arise.
• Apply learning from one client engagement to the next.
• Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager.
• Other duties and special projects as assigned.

Tax Specialist – Private Wealth

Account Manager

• Join Baker Tilly as a Tax Manager with our PE Partnerships group!
• This is a great opportunity to grow your career as a valued advisor delivering tax and business advisory services and tax compliance to private equity clients.
• You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success.
• Additionally, you will be a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills.
• Be a trusted member of the team providing various tax, accounting and advisory services to PE 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 client.
• 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.
• Assist with managing 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 clients and the community.
• 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.

Tax Manager – Partnerships, PE Portfolio

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 upon 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 a wide range of areas, IT general controls, financial account and auditing, 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 in the areas of: IT strategy and governance IT operations, business process, key reports (IPE), automated controls ITGC and application controls Regulatory and compliance requirements, specifically Sarbanes Oxley
• Assist in drafting comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
• Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
• Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities
• Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Enjoy friendships, social activities and team outings that encourage a work-life balance

IT Audit, Cybersecurity & Risk Consultant – SOC Focus

Manager

• Complete most engagements with minimum to no supervision.
• Will be responsible for directing staff, instructing them in work to be performed, reviewing their completed work and directing any necessary revisions or actions.
• Conduct and perform forensic financial analyses, build models, maintain documents produced in insurance and some litigation, summarize depositions, assist in report writing, and perform quality control procedures on schedules and reports.
• Make decisions on all but the most unusual or complex matters.
• Discuss and outline problems/ issues with a Senior Manager, Director or Partner and then act on the preferred advice.
• Determines engagement timelines, in conjunction with the engagement lead, and instructs assistants in time management methods allowing them to efficiently and effectively accomplish the Firm’s objectives.
• Assume responsibility for all project phases related to the investigation of fraud, forensic accounting, or malfeasance.
• Manage day-to-day project activities; establish appropriate leverage on project teams and assign/manage project responsibilities to team members.
• Develop and maintain excellent client relationships.
• Participate in Firm business development efforts, including the development of presentations, proposals and qualifications packages.
• Represents Firm at business and community functions in order to maintain current, acquire new and expand existing client relationships.
• Carry out the quantification of claims on behalf of Insurers, Loss Adjusters, Lawyers and others.
• Analyze data and financial / non-financial information and apply a forensic approach to the work.
• Prepare clear, concise reports which can be understood by non-accountants.
• Be flexible and responsive to client needs, in particular being available for meetings at times and places stipulated by the client.
• Contribute to the general management of the Consulting Practice and develop and implement a personal plan which sets goals for professional and practice development.
• Organizes the appropriate resources to ensure timely delivery of a high quality Baker Tilly work product within budget or obtains additional increases as needed.
• Has a comprehensive understanding of the work at hand to effectively and efficiently provide detailed explanations to the supervising Partner and client, including recommending solutions to any issues that need to be addressed.

Forensics Litigation & Valuation Services Manager

Director

• Assume responsibility for all project phases and work directly with clients in accomplishing project objectives.
• Demonstrate significant expertise with SDLC for a project/program management office to support technical project managers.
• Employ technical and functional skills around the evaluation and implementation of packaged software solutions.
• Develop and execute methodologies and solutions specific to the government contracting industry.
• Assist in identification of new business opportunities. Such activities include development of new methodologies and tools, participation in proposal opportunities, market research, and other internal initiatives when possible.
• Deliver exceptional client service in all client interactions and projects.
• Communicate effectively, both internally and to clients, including those at an executive level.
• Manage day-to-day project activities; establish appropriate leverage on project teams and assign/manage project responsibilities to team members.
• Provide coaching, mentoring and performance counseling to consultants, clients and project team members.
• Contribute to the general management of the Consulting Practice and develop and implement a personal plan which sets goals for professional and practice development.

GovCon Technology Director, Deltek Costpoint Experience

Robotics

• Analyze current-state processes for enlisted performance evaluation workflows (e.g., EVALs/FITREPs)
• Identify inefficiencies, gaps, and opportunities for automation
• Document as-is and to-be process flows, including decision points and exception handling
• Collaborate with Navy stakeholders to validate process understanding and requirements
• Gather and document functional and non-functional requirements for RPA and IDP solutions
• Translate business processes into clear automation logic and rule definitions
• Develop user stories, process maps, and acceptance criteria
• Ensure traceability between requirements, business rules, and implemented automations
• Work with developers to define requirements for data extraction from evaluation documents using IDP tools
• Help establish data normalization standards across extracted fields
• Validate extracted data against expected formats and business context
• Define and document business rules to verify completeness and correctness of enlisted evaluation documents
• Support implementation of rule-based validation (e.g., required fields, formatting, scoring consistency)
• Assist in identifying edge cases and exception scenarios
• Develop and execute UAT test cases focused on evaluation document processing
• Validate that automation outputs meet Navy business standards
• Support defect tracking, triage, and resolution
• Act as liaison between Navy personnel SMEs and automation developers
• Facilitate workshops, working sessions, and demos
• Communicate progress, risks, and requirements clearly to both technical and non-technical audiences

RPA Project Analyst

• Collaborate with the RPA Business Analyst to conduct and document business process reviews
• Assist Business Analyst with creation of the Process Definition Document (PDD)
• Collaborate with the RPA Solution Architect to build the to-be process architecture
• Build RPA using PDD and architecture requirements
• Conduct unit and integration testing to ensure PDD/architecture requirements are met
• Collaborate with the RPA Business Analyst to create the Test Plan/Test Report
• Conduct User Acceptance Testing (UAT) with the client
• Document automation process and architecture in a ‘Run Book’
• Monitor automation performance and provide bug fixes during Hypercare

RPA Architect – Manager

• 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 upon knowledge gained relative to the client’s operations, processes and business objectives
• Provide strategic business assurance to clients by assisting in the implementation of new processes and controls that address key risks
• Assess, manage and optimize information technology risk across a wide range of areas, including 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 in the areas of:
• IT strategy and governance
• IT operations, business continuity and disaster recovery
• Cybersecurity
• Third party risk
• ITGC and application controls
• SOC reporting
• Regulatory and compliance requirements
• Assist in drafting comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
• Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
• Facilitate professional and effective presentations to internal and external audiences
• Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities
• Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with 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 IT Audit, Cybersecurity & Risk Advisory

• 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