Baker Tilly US

Consultant

• Utilize application expertise, business knowledge, and technical skills to successfully support design, build, test, and deploy corporate/enterprise performance management (CPM/EPM) solutions to Baker Tilly clients.
• Support client workshops to gather requirements and build client design documentation for OneStream applications and solutions.
• Assist in the design of a comprehensive infrastructure framework within the OneStream financial application for clients based on requirements documentation.
• Engage in OneStream solution quality and testing, including unit testing, integration testing, regression testing, and user acceptance testing.
• Build, test & deploy reports, cube views, dashboards, templates and forms to meet client requirements.
• Work with our clients to develop a roadmap that encompasses an overall solution vision and effectively communicate initiatives across the entire project team.
• Identify new areas within the client’s business and forecasting processes where planning software can be better utilized to drive business results and increase the accuracy and efficiency of their budgets and forecasts.

Lead Consultant, OneStream

OneStream Lead Consultant

Solutions Engineer

• Utilize application expertise, business knowledge, and technical skills to successfully lead the discovery, requirements, design, build, test, and deployment of OneStream solutions to Baker Tilly clients.
• Lead client workshops to gather requirements and build client design documentation for OneStream applications and solutions.
• Design a comprehensive infrastructure framework within the OneStream financial application for clients based on requirements documentation, considering scalability, performance, security, and compliance requirements.
• Develop and demonstrate OneStream proof of concepts as required for new approaches to optimize performance.
• Guide the development and deployment of technical solutions and facilitate OneStream solution and architecture reviews, garnering cross-division solution alignment.
• Oversee OneStream solution quality and testing, including unit testing, integration testing, regression testing, and user acceptance testing.
• Work with clients to develop a roadmap that encompasses an overall solution vision and effectively communicate initiatives across the entire project team.
• Identify new areas within the client’s financial close and planning processes where OneStream can be better utilized to drive business results and increase accuracy and efficiency.
• Support the development and maturity of the Finance OneStream Center of Excellence (COE) technical governance framework, including the definition of standards, policies, principles, and procedures that guide our OneStream decisions and maximize the value of the technology and our integrations.
• Collaborate with clients to design and develop best-in-class business intelligence, analytics, and reporting solutions.
• Interact directly with Baker Tilly and client leadership on OneStream client and engagement management.
• Remain current with advancements in OneStream’s core platform, new marketplace solutions, and AI capabilities.
• Unleash and amplify talent of junior staff by supporting the development of training programs, leading training sessions, and coaching team members.

OneStream Solution Architect

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 Systes (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
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Engagement Lead – Tekion Implementation

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
• Learn and grow from direct on the job coaching and mentoring
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy

Senior Associate – Client Accounting Services, Real Estate

• Be a trusted member of the team providing various tax, accounting and advisory services to small business and middle market real estate 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
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Tax Manager – Real Estate

• 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

Deployment Manager

• Provide tax advocacy and controversy services on civil matters
• Representing clients for IRS notice responses, penalty abatement requests, and other IRS negotiations
• Advocate on clients' behalf before IRS collections and all 50 state tax agencies
• Respond to IRS and other tax authority inquiries when requested, make recommendations to the client for consideration
• Invest in professional development through active participation in training sessions and networking events both internally and externally
• Demonstrate excellent team skills, positive attitude and high ethical standards

Tax Senior Associate – Advocacy & Controversy

• Provide employment tax advocacy and controversy services on civil matters.
• Investigate, analyze, and problem solve various federal and state employment tax controversy issues.
• Educate and advise clients on taxation rules and best employment tax practice procedures.
• Examine and advise on processes for Forms 940, 941, W-2, 1099, etc.
• Respond to IRS and other tax authority inquiries when requested.
• Demonstrate excellent team skills, positive attitude and high ethical standards.

Tax Associate – Advocacy & Controversy Tax

Financial Planning and Analysis

• Actively participate in projects focused on the following service offerings: Finance Performance Improvement, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Program/Project Management
• Participate actively in the team’s work on a project (i.e. “roll up your sleeves” and work with the team)
• Interact directly with managers and partners on matters related to client and engagement management
• Strengthen existing client relationships by providing outstanding client service
• Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
• Invest in professional development through active participation in training sessions and networking events both internally and externally
• Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program

Senior Consultant, Accounting and Finance Advisory Services

• Analyze and interpret client’s financial data and identify and assess clients' cross-border intercompany transactions
• Review transfers of tangible goods, services and intellectual property transactions
• Manage functional analysis interviews
• Perform documentation, planning, dispute resolution and advance pricing agreements
• Lead multiple transfer pricing engagements ensuring the delivery of quality tax planning and consulting projects for our diverse clients
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
• Collaborate and build relationships with Baker Tilly member firms around the world
• Provide transfer pricing technical guidance to tax professionals firm-wide
• 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
• 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 Manager, Transfer Pricing

Senior Transfer Pricing Manager

Pricing Analyst

• Analyze and interpret client’s financial data and identify and assess clients' cross-border intercompany transactions
• Review transfers of tangible goods, services and intellectual property transactions
• Manage functional analysis interviews
• Documentation, planning, dispute resolution and advance pricing agreements
• Manage multiple transfer pricing engagements ensuring the delivery of quality tax planning and consulting projects for our diverse clients
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
• Collaborate and build relationships with Baker Tilly member firms around the world
• Provide transfer pricing technical guidance to tax professionals firm-wide
• 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
• 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

Transfer Pricing Manager

• Be a trusted member of the team providing various tax, accounting and advisory services to 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
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Tax Manager

Director

• Lead the transformation of Healthcare through Managed Services.
• Help healthcare organizations modernize core business functions to focus on delivering high-quality patient care.
• Lead solution development efforts in support of business development.
• Work closely with client executives and internal teams to design practical, scalable managed services offerings.
• Define the end-to-end solution lifecycle (intake → discovery → design → financial modeling → governance → submission).
• Establish standardized templates and artifacts (scope documents, operating model frameworks, SLA libraries, pricing model structures).
• Lead the development of end-to-end Business Process Outsourcing (BPO) and managed services solutions for prospective and existing healthcare clients.