Baker Tilly US

Human Resources

• Provide professional, outsourced HR and HR consulting services to multiple clients across varying industries
• Manage daily HR and administrative functions for clients
• Prepare, process, and run payroll for clients according to client payroll schedules
• Perform full-cycle recruitment services for multiple positions across all levels of a client’s organization
• Respond to internal and external HR-related inquiries/requests that come through the dedicated Advantage HR mailbox
• Build relationships with clients and employees as a trusted HR resource through clear and consistent communication

Senior HR Generalist

Manager

• Lead a team of Baker Tilly and client resources through definition and delivery of transformation projects, with a focus on the auto dealership industry and the implementation of the Tekion Dealer Management Systems (DMS)
• Proactively identify and develop complementary value-added services for automotive dealerships, including process improvement initiatives and broader digital transformation opportunities that enhance operational efficiency and customer experience.
• Develop, manage, and measure effectiveness of project approach and plans aligned to critical phases of implementation (analyze, design, build, test, deploy) and/or long-term roadmaps which describe delivering large-scale solutions via a series of projects
• Lead the delivery of product training to dealer staff across departments (sales, service, parts, accounting)
• Elicit and define requirements using multiple methods such as interviews, document analysis, workshops, surveys, site visits, etc.
• Manage and implement multiple projects through delegation, coordination, communication, and organization.
• Coordinate deployment of projects included staffing resources, deadlines, and end user expectations
• Ensure that all projects are properly documented, which includes a business case, business requirements, and implementation plan, maintaining document requirements for project managers and business owners
• Manage third party vendor relationships to resource specific development needs
• Act as the liaison among the executive committee members, stakeholders, and development team including identification and mitigation of project risks and issues
• Support the development of the Enterprise Transformation practice from go-to-market activities to delivery methodology standards and team development
• Provide functional expertise based on your specific skills and background
• 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 and clients through the Baker Tilly Value Architect model, helping associates meet their professional goals.

Engagement Lead – Tekion Implementation

• Deliver tax advisory and compliance services to clients
• Gain hands-on experience in tax
• Participate in intern orientation and training programs
• Experience on-the-job training through real engagements
• Learn from experienced professionals across various industries
• Build relationships and demonstrate performance for potential full-time opportunities

Tax Intern

Account Manager

• Pursue leads for new projects and successfully close the financing or new business opportunity
• Establish and maintain relationships with NMTC financing parties including community development entities, investors, and lenders
• Lead process of marketing NMTC projects to community development entities and investors
• Project management including educating potential borrower’s on NMTCs timeline, success strategy, process, and structure
• Assist clients with financing structures to support NMTC financings
• Prepare preliminary financial structures / models
• Prepare executive summary pitchbooks for projects to source NMTC capital from community development entities and investors
• Secure and negotiate term sheets from all parties
• Oversee the gathering, organizing, and analyzing of due diligence
• Oversee the closing and documentation of the NMTC financing
• Perform as an industry leader internally and externally, representing Baker Tilly and the NMTC team through outreach efforts, internal and external meetings/events, and client interactions
• Assist with growing the NMTC financing practice
• Staff management and people development; supervising and coordinating activities of other team members

Senior Relationship Manager – New Markets Tax Credit Advisory

Financial Planning and Analysis

• Support complex financial analysis and modeling engagements
• Assist in the development of forward-looking budgets, rolling forecasts, and performance dashboards
• Compile, organize, and analyze financial data
• Conduct research and due diligence to support mergers, acquisitions, and other strategic initiatives
• Assist in preparing client deliverables and ensure high-quality service
• Build and maintain financial models to evaluate business performance
• Collaborate with team members to continuously improve tools, processes, and client solutions

Senior Consultant – Corporate Finance Advisory

• Assist Seniors, Managers and Partners in conducting financial due diligence on middle-market companies in a variety of industries
• Conduct analytical reviews of data and prepare findings
• Create draft reports for management review
• Research issues that arise during the course of engagement

M&A Tax Associate

• Oversee tax-planning responsibilities for clients
• Oversee the delivery of a full range of international tax services
• Consult with clients on tax-efficient structuring of international transactions
• Actively participate in business development efforts
• Manage, supervise, train and lead the staff through counsel, guidance and coaching

International Tax Principal

• 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

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

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
• 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

• Lead functional and solution design aligning business objectives with technology implementation.
• Manage IT transformation projects in the healthcare provider industry which include clinical and business process changes and technology implementation over the entire lifecycle of a project.
• Developing, monitoring and managing the implementation plan, schedule and budget to provide a complete picture of project progress at all times.
• Ensuring daily activities undertaken on the project are in accordance with the approved project plan.
• Ensuring that the project produces the required deliverables on time, and at the necessary level of quality.
• Ensuring that all required resources are assigned to the project and clearly tasked.
• Managing assigned resources according to the defined scope of the project.
• Identify project risks and communicate with appropriately with project stakeholders to avoid and mitigate potential issues.
• Managing project interdependencies.
• Act as the liaison among the executive committee members, stakeholders, and development team.
• Manage third party vendor relationships to resource specific development needs.
• Build project approach and proposals for Healthcare IT Consulting team.
• Assist in the identification and pursuit of a systems integrator product development and Baker Tilly digital solution development opportunities.

Temporary Integration Manager

Affiliate Manager

• Coordinate travel logistics, including booking flights, hotels, and other arrangements through the firm’s travel platform
• Expense management: prepare and submit expenses ensuring compliance with firm policies; invoice coding and routing
• Assist with client engagement set up and support activities
• Draft, format, and finalize business correspondence including proposals, engagement letters, and contracts
• Deadline management to include updating and monitoring tax due date reporting
• Create and/or format PowerPoint presentations using firm branded templates
• Provide CPE support through the completion of NASBA-required CPE paperwork for team learning
• Leverage internal network and teams to effectively manage workflow
• Participate with onboarding of new team members and continuous team training

Senior Administrative Business Partner

• Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients
• Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
• Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
• Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
• Coordinate 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
• 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
• 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
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Tax Director

• Coordinate travel logistics, including booking flights, hotels, and other arrangements through the firm’s travel platform
• Expense management: prepare and submit expenses ensuring compliance with firm policies; invoice coding and routing
• Assist with client engagement set up and support activities, such as new client acceptance, client relationship management data entry, completion of vendor/due diligence forms, and electronic file coordination
• Draft, format, and finalize business correspondence including proposals, engagement letters, and contracts
• Deadline management to include updating and monitoring tax due date reporting
• Create and/or format PowerPoint presentations using firm branded templates
• Provide CPE support through the completion of NASBA-required CPE paperwork for team learning
• Leverage internal network and teams to effectively manage workflow
• Participate with onboarding of new GEMS team members and continuous team training
• Other duties and special projects as assigned

• Data gathering, document review and preparation of quality of earnings reports.
• Research and financial analysis of target companies.
• Due diligence for both buy side and sell side transactions.
• Communication with clients to ensure delivery of exceptional client service.
• Participate in various marketing and recruiting activities of the firm.
• 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.

Senior HR Generalist

Engagement Lead – Tekion Implementation

Tax Intern

Senior Relationship Manager – New Markets Tax Credit Advisory

Senior Consultant – Corporate Finance Advisory

M&A Tax Associate

International Tax Principal

Senior Manager, Accounting and Financial Advisory Services

Technical Support Specialist

Senior Salesforce Consultant

Temporary Integration Manager

Senior Administrative Business Partner

Tax Director

Senior Administrative Business Partner

Manager – Transaction Advisory Services