Baker Tilly US

Consultant

• Be a trusted member of the engagement team and responsible for managing multiple projects and customers simultaneously in the construction vertical 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, especially those related to Sage Intacct CRE product functionality
• 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
• Maintaining deep vertical knowledge- the intricacies, terminology, and operational processes of the construction industry, including micro-verticals such as General Contracts, Developers, Specialty Contractors, Home Services, etc
• Following a prescriptive implementation approach utilizing templated implementation project plans thus ensuring 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 operations
• 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
• Understanding, 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 – seek knowledge
• 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 – Construction/CRE

• 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 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

Private Wealth Tax Principal

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, and maintain data integrity the HRIS / payroll system
• Perform full-cycle recruitment services for multiple positions across all levels of a client’s organization, including applicant tracking, interviewing, and reference/background checks
• 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 and timely execution of deliverables

Senior HR Generalist

Payroll

• Serve as a senior leader within Managed HR Services, reporting to the Principal of MS HRS Payroll & HR
• Oversee payroll operations, leading a team of 10–15 professionals
• Drive revenue growth and shape the strategic direction of payroll services
• Lead, develop, and manage a team of payroll associates, implementation specialists, and managers
• Establish clear performance expectations and accountability
• Oversee end-to-end payroll service delivery, including processing and compliance
• Ensure timely response to payroll issues and maintain high standards of accuracy
• Lead payroll system implementations, including configuration and testing
• Drive adoption of emerging tools to improve payroll accuracy and efficiency
• Support and drive payroll revenue growth through client expansion

Payroll Director – Managed HR Services

Operations

• Strategy and Operations consultants work on a variety of projects primarily for government and not-for-profit clients that focus on management and organization assessments, process improvement, policy and procedure development, performance audits, and strategic planning.
• Consultants will perform a variety of analysis, support the preparation of client deliverables such as findings, recommendations, and draft and final reports based on input from clients through interviews, responses to online surveys, and relevant policy, procedure, and process documentation.

Summer 2026 Strategy & Operations Consultant

• Assists with reports and work product
• Performs detailed analysis
• Performs market studies
• Performs various research projects
• Contributes to the development of presentations and deliverables
• Teams with other personnel to complete tasks
• Supports firm core values including People, Clients, Growth and Safety

Health Care Consultant – Temporary

Customer Success Manager

• Initiate and support the renewal process, including providing pricing and answering questions about potential changes to current customer packages.
• Provide information and support for customers requesting additional services or products, in addition to managed accounting services available through Baker Tilly.
• Build quotes, statements of work, and manage pricing for existing customers.
• Regular Customer Outreach including ongoing follow up, feedback requests, meetings, go-live celebrations, and additional duties as assigned.
• Schedule consulting calls and meetings for follow up after services are performed, including project completion reviews.
• Support sales and marketing in occasional outbound sales campaigns or requests for reviews/references.
• Identify customers to engage in and conduct case-studies and reviews.
• Support third party relationships with external software manufacturers in conjunction with client and internal customer relations.
• Serve as point of contact for billing and credit inquiries, errors, and requests then delegate to the appropriate internal or external support.

Senior Associate, Client Success

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 Managing Director

Security Engineer

• Work closely with client executives to identify and manage financial and operational risks
• Develop in-depth knowledge of clients’ businesses through direct interaction
• Provide strategic business advice and recommendations for process improvements
• Optimize information technology risk across various areas including cybersecurity and IT governance
• Draft comprehensive executive summaries and final reports for clients
• Act as a valued business advisor and facilitate effective presentations
• Manage client engagement staffing and ensure profitability targets are met

IT Audit, Cybersecurity & Risk Manager – HITRUST

• 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.
• 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 your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.

HNW Tax Principal

• Be a trusted member of the engagement team providing various tax compliance and consulting services, primarily to private wealth and flow-through clients
• Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies
• 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 in various areas of tax
• 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

Tax Senior Associate, Private Wealth

Manager

• Serve as the primary point of contact for assigned municipal advisory clients
• Lead the delivery of municipal advisory services, including financial strategy, debt issuance support, and ongoing advisory engagements
• Build and maintain long-term client relationships grounded in trust and high-quality service
• Actively solicit new business, including: Expanding services to existing clients
• Developing relationships with prospective clients and securing new engagements
• Develop and execute strategies to grow the firm’s municipal advisory practice
• Meet or exceed defined sales and revenue goals
• Provide day-to-day guidance and oversight to junior staff
• Serve as a job performance coach, including mentoring, feedback, and professional development planning
• Attend and participate in industry conferences, client meetings, and networking events
• Oversee engagement management, including scope, timelines, and deliverables

Senior Manager, Capital & Infrastructure Advisory – Debt Issuance

• Be a trusted member of the engagement team and responsible for:
• Managing 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, Not for Profit

• Lead client onboarding from kickoff through transition to recurring teams
• Serve as the primary client contact; manage scope, timelines, budgets, and deliverables
• Implement and optimize cloud accounting platforms (Intacct, QBO, NetSuite)
• Integrate third-party tools (bill pay, payroll, expense management)
• Identify risks, resolve issues, and drive process improvements
• Provide initial accounting support, including reconciliations and financial statements
• Review financials and ensure GAAP-compliant, accurate reporting