Baker Tilly US

Director

• Own, manage, and maintain the AFS technology portfolio, including existing tools and emerging solutions.
• Oversee data conversion, system setup, and workflow configuration for onboarding new clients.
• Lead system integration, configuration, and support across multiple ERP and accounting platforms.
• Conduct structured client assessments to identify objectives, risks, system requirements, and reporting needs.
• Partner with practice leadership and business development on proposals and solution alignment.
• Lead M&A technology onboarding and integration.

Director – Transitions Technology Team Leader, Managed Services

• Establish and maintain transition standards, workflows, and best practices.
• Oversee team performance to ensure timely, accurate, and consistent delivery.
• Serve as an escalation point for complex accounting, process design, and client reporting issues.
• Manage resource allocation, utilization, and team efficiency.
• Promote consistency and standardization in scope, timelines, enterprise pricing, and quality standards across engagements, minimizing customization.
• Conduct structured client assessments to identify objectives, risks, system requirements, and reporting needs.
• Translate assessment findings into clear, actionable project plans.
• Review transition plans for quality, accuracy, and adherence to firm standards.
• Implement quality-control measures to mitigate risk and ensure accuracy.
• Oversee account cleanup, data migration, workflow setup, and baseline reporting.
• Identify and implement efficiency and automation opportunities.
• Lead standardization efforts to improve onboarding consistency and client experience.
• Support system integration and configuration across multiple accounting platforms.
• Provide authoritative guidance on GAAP and related accounting principles.
• Establish risk-identification, escalation, and mitigation protocols.
• Maintain compliance with firm standards and quality-assurance checkpoints.
• Maintain clear phase-exit criteria for smooth transitions to recurring services.
• Facilitate knowledge sharing, training, and development for team members.
• Develop and maintain onboarding playbooks, templates, tools, and KPIs.
• Ensure consistency across regions, teams, and industry pillars.
• Partner with practice leaders and business development to align delivery with client expectations and commercial objectives.
• Collaborate with the Transitions Technology Team Leader on system and workflow decisions.
• Provide transparent, consistent reporting on progress, risks, and financial performance.

Director – Managed Services, Transitions Process Team Leader

Manager

• Oversee and review the preparation and distribution of quarterly financial statements to investors of the Fund.
• Oversee and review the preparation and distribution of quarterly investor capital statements to investors of the Fund.
• Oversee and review the preparation of schedules to support the general ledger balances reported in the quarterly financial statements.
• Oversee and review the preparation and distribution of capital call notices to investors, notifying them when contributions are due and ensuring the capital call adheres to the Fund's Operating Agreement.
• Oversee and review the preparation and distribution notices to investors, notifying them when proceeds will be received and ensuring the calculation adheres to the distribution provisions of the Fund's Operating Agreement.
• Understand and interpret terms set forth within a Fund's Operating Agreement.
• Calculate and review complex waterfall structures and associated carried interest.
• Calculate management fees owed to the management Company for investment and portfolio management services provided to the Fund.
• Ensure such management fees are paid promptly and timely.
• Communicate directly with the Fund's General Partners (or Managers) and respond promptly to their requests, providing them with requested information.
• Complete required regulatory forms to ensure the Fund is in compliance; compliance includes debt covenants with lenders, regulation requirements, or any other compliance provisions stipulated in the Fund's Operating Agreement.
• Review investment agreements to confirm the purchases and sales agree to the cash movements at the Fund level.
• Interact with auditors and provide them with reports/support to assist them during the year end audit.
• Complete audit confirmations to satisfy procedures performed for the audits of investors or the Fund.
• Ability to multi-task between different tasks, client deliverables, and internal demands throughout the day.
• Provide supervision, guidance, and coaching to the team, including regular training support as needed.
• Continually update job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; and participate in professional development opportunities.
• Demonstrate an ability to take on additional duties as assigned by management.
• Demonstrate mastery of technical skillset including use of Excel and other software utilized by PEFS.
• Demonstrate mastery of subject matter when advising clients on various client questions or concerns.
• Consistent resource for other team members with regard to technical questions or questions pertaining to team processes and procedures.
• Conduct ongoing team trainings while providing input as to the continued training and opportunities at a global company level.
• Provide daily leadership across the team and the organization.
• Serve as escalation point for internal team members and for the client relationships.
• Assist and, at times, lead new business development objectives.

Manager, Private Equity Fund Services

• Be a trusted member of the team providing various tax, accounting and advisory services to middle market corporate clients
• Support and review the preparation of ASC 740 income tax provisions
• Review and analyze accounting records and/or reporting with clients
• Deliver best-in-class customer service to clients
• Manage and build client relationships
• Effectively delegate and oversee work efforts
• Maintain current knowledge of tax practices and laws
• Assist with managing client engagement staffing and profitability targets

Tax Manager – Corporate

• Delivering tax and business advisory services and tax compliance to middle market clients
• Reviewing and analyzing accounting records and/or reporting with clients
• Leading and planning client engagements
• Managing and building client relationships
• Maintaining current knowledge of local, state, and federal tax practices and laws

Tax Manager – Flow-Through

• Deliver audit and other assurance services to clients
• Deliver tax advisory and compliance services to clients
• Gain hands-on experience in audit working full time
• Participate in our intern orientation, technical training and development program
• Experience on-the-job training through real work engagements

Tax or Audit Internship

• Gain knowledge of the firm's Consulting practices through working with multiple clients across various industries.
• Rotate between International Tax, Private Wealth International, and Global mobility.
• Assist multinational clients and high net worth individuals by performing transactional and functional analysis, transfer pricing analysis, US domestic and foreign tax planning, sourcing of income and foreign credit planning, research on international tax consulting and compliance issues, and other projects as assigned.

International Tax Intern – Rotational

Accounting Manager

• Serve as a trusted tax professional for the firm by proactively developing internal and external working relationships and responding timely to team member inquiries
• Manage delivery of projects and provide coaching and development to others in support of tax practice initiatives
• Collaborate with individuals at all levels within the firm to identify opportunities and to develop tools/resources that help us better serve our clients
• Seek opportunities for process improvements and helps others to effectively manage change
• Identify and mitigate tax practice risk by ensuring compliance with professional standards and employing best practices
• Evaluate implications of tax law changes, including regulatory or administrative guidance, and provide recommendations to tax leadership as needed
• Collaborate with the Learning & Development team to facilitate the development and delivery of training to tax professionals
• Research and write tax memoranda and summarize complex issues for internal alerts and external marketing articles
• Participate in internal and external activities to attain visibility and recognition within area of specialization

National Tax Technical Manager – Accounting Methods

Payroll

• Provide direct support and consulting to our payroll clients.
• Understand payroll in depth and maintain knowledge of payroll practices and laws to provide better service.
• Ensure client payroll information is accurate within their specific payroll system and resolve discrepancies.
• Review and/or process payrolls in a timely manner to meet client deadlines.
• Prepare reports of employee earnings, taxes, deductions, and employer’s contribution for social security and unemployment.
• Establish strong and trusted client relationships by consulting on all payroll-related matters.
• Maintain confidence of employee data by keeping information confidential.
• Provide technical software support to clients.
• Identify new opportunities to expand services to clients.
• Be a resource to the implementation team when needed.
• Interview clients to gain understanding of payroll needs and manage new client implementation projects.

Senior Payroll Specialist

Procurement

• Lead strategic sourcing for new software purchases – conducting needs assessments, managing RFx processes and negotiating enterprise agreements
• Own the renewal management for existing software contracts, initiating reviews 90+ days before expiration to optimize terms and right-size licenses
• Analyze utilization in partnership with our Technical Data and Innovation team members to identify cost savings through license optimization, consolidation, and elimination of redundant applications
• Partner with IT, Security, Legal and business stakeholders to evaluate suppliers against technical, security, and commercial requirements
• Negotiate complex SaaS and perpetual license agreements, including pricing models, SLAs, data security provisions and exit terms
• Maintain supplier relationships through structured business reviews, performance tracking and issue resolution
• Feed market intelligence and sourcing insights back to the IT Category Manager to inform broader category strategy
• Engage and participate in special projects or complete other duties as assigned

IT Procurement Manager

• Assist both Fortune 500 and middle market clients across industries with their state unclaimed property reporting requirements and related consulting needs.
• Apply accounting, technology, written and oral communication skills to deliver advisory and compliance services to clients.
• Deliver various advisory services, including organization and management of client data and documents.
• Conduct detailed reviews of client records (e.g., accounting documents, procedures, etc.) to identify areas of potential unclaimed property noncompliance.
• Perform interviews of client accounting and operational personnel.
• Identify client’s potential unclaimed property exposure, developing strategic plans to limit exposure and presenting suggestions to reduce it.
• Create models to calculate potential exposure.
• Assist with the management of clients’ state unclaimed property audits and voluntary disclosure agreements.
• Support for drafting technical written memorandums.
• Interact with clients, outside legal counsel, and state unclaimed property representatives.
• Prepare and file annual unclaimed property reports to multiple jurisdictions.

Tax Associate – Unclaimed Property

• 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
• 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
• 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

Tax Manager

• Develop and execute 3-year category strategies for Professional Services, translating business objectives into sourcing roadmaps that deliver measurable value
• Lead end-to-end strategic sourcing initiatives – from market analysis through contract execution – for high-complexity service engagements
• Partner with Marketing, Finance, Legal and Operations leadership to balance creative/strategic value delivery with commercial rigor
• Build supplier panel management frameworks, including performance scorecards, business reviews, and relationship governance
• Deliver a 4.5x ROI with cost savings and cost avoidance while improving service quality and reducing category cycle times
• Establish category policies, playbooks and intake processes that enable consistent enterprise-wide adoption in unison with our Procurement Operations team
• Mention and develop procurement specialists as the team grows, fostering collaboration and continuous improvement

Senior Manager, Procurement

• Embed Baker Tilly’s sales process into daily selling behaviors for consistency, efficiency, and client impact.
• Reinforce the Challenger Sale methodology through training, coaching, and scenario-based exercises.
• Facilitate role plays and simulations, and coach practitioners on live opportunities.
• Track progress and identify gaps using performance data.
• Drive adoption and proficiency with sales tools (Salesforce, Highspot, etc.).
• Deliver hands-on training and support for sales education programs (Growth Activation, Bridge).
• Monitor usage data and tailor support to maximize tool adoption.
• Provide targeted 1:1 and small group coaching focused on behavior change and skill adoption.
• Shadow practitioners, deliver actionable feedback, and facilitate practice through role plays.
• Identify skill gaps and tailor coaching to individual needs.
• Support strategic sales initiatives (Cross Expansion, Salesforce Supercharged, Focus Account Program).
• Partner with principals to identify client expansion opportunities and drive CRM adoption.
• Lead delivery of Salesforce training modules and reinforce initiative goals.

Senior Manager, Field Enablement

Risk

• 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, provide specific objectives to be accomplished and monitor progress
• Team with marketing to develop sales and marketing plans, pursue areas for expansion of services within existing client base
• Oversee the profitability of the practice including effective utilization of personnel
• Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks