Baker Tilly US

Accounting Manager

• Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to:
• Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers
• Researching and resolving issues or discrepancies with clients’ accounts, bill pay or invoices
• Supervising and reviewing the accounts payable function and Family Office staff members
• Managing and reconciling numerous bank, brokerage, and credit card accounts
• Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts
• Preparing year-end reporting of 1099s
• Assisting in preparation of quarterly and annual tax packages and supporting documents
• Responding to client requests and inquiries
• Handling special projects as needed.
• 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

Associate, Client Accounting Services – Family Office

Consultant

• Translate business requirements into Dealer Management System (DMS) configurations or enhancements
• Act as the client’s point of contact during deployment and provide post-go-live support (hypercare)
• Work to understand business processes and possible improvements and be the liaison between business stakeholders and development team.
• Apply business process and system expertise to bring forth leading practices in Auto Dealerships
• Provide product training to dealer staff across departments (sales, service, parts, accounting)
• Manage and execute test plan activities, including requirements-based test plans to assess the quality of digital project deliverables, and facilitation of user acceptance testing
• Support robust change management programs to increase adoption for our clients
• Partner with project managers to identify project risk and issues. Work together to collaboratively develop and articulate mitigate strategies
• Participate in the development and deployment of implementation methodologies, trainings and toolkits through internal initiatives
• Support the growth and development of team members and clients through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Invest in your professional development individually and through participation in firm wide learning and development programs.

Senior Consultant, Tekion Implementation

• Be a trusted advisor to middle market clients by providing strategic tax credit consulting services
• Work with other industry experts to document eligibility and qualification of clients for certain federal and state statutory and negotiated credits and incentives
• Identify purchasers of federal and state tax credits able to be transferred
• Close tax credit transactions along with mitigating risk to tax credit purchasers
• Research and draft technical memoranda related to tax credit matters
• Support industry experts with tax technical issues
• Develop industry thought leadership including writing internal and external articles and preparing internal and external presentations
• Develop an understanding of each client’s business and become a functional expert in the relevant technical area
• 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 colleagues, clients and the community
• Coordinate with C&I leadership to drive opportunities through existing and prospective clients and be part of further building and training the team
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Act as a career advisor to seniors, managers and senior managers
• Review work prepared by Managers and Senior Managers professionals and work with Managing Directors and Partners on client optimization strategies

Credits & Incentives Tax Director

Analyst

• Support transaction structuring and financial modeling
• Assist in securing debt, equity, and other financing sources for transactions
• Assist with acquisition, preservation, disposition, recapitalization, and portfolio strategy assignments
• Support transactions involving low-income and historic tax credits
• Research industry and technical topics
• Provide consulting support to help clients achieve strategic, financial, and operational objectives
• Contribute to additional real estate analyses

Senior Financial Analyst, Affordable Housing

Manager

• 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.
• 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.

Senior Manager, GovCon Technology – Deltek Costpoint Experience

• Support transaction structuring and financial modeling
• Assist in securing debt, equity, and other financing sources
• Provide consulting support to help clients achieve strategic, financial, and operational objectives

LIHTC Financial Analyst, Affordable Housing

Sales Development Rep

• This position is responsible for the management of a team of industry-focused sales development representatives.
• Primary focus will be on individual and teamwide lead generation achievement, training, development, administrative support, compensation validation, and various other sales management responsibilities.
• Oversee creation and execution of the various tactics necessary to recognize the achievement of established goals.
• Ability to oversee and rapidly ingest new target lists and deploy fully-vetted, industry-specific sequences within the team's standard operational timelines.
• Utilize data-driven tactics and reporting to track performance of the team overall and down to the individual.
• Identify areas of high performance and underperformance in accordance with a set of pre-determined metrics.

Sales Development Manager

• Join Baker Tilly as a Tax Manager with our Not for Profit team
• Deliver tax and business advisory services and tax compliance to Not for Profit clients
• Work side-by-side with firm leadership to serve clients and build the business
• Be a coach to a group of talented staff
• Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials
• Review and analyze accounting records and reporting with clients
• Deliver best-in-class customer service to clients at all times
• Lead and plan client engagements
• Provide recommendations for business and process improvements
• Manage and build client relationships
• Assist with managing client engagement staffing, billings, collections
• Invest in your professional development individually and through participation in firm-wide learning

Tax Manager – NFP

• Provide accounting-related services to our clients.
• Support team where needed in accomplishing client deliverables.
• Prepare client statements and reports for review.
• Proactively communicate status of work and seek clarity when needed.
• Meet client service expectations through quality deliverables.
• Review client data and analyze for potential improvements.
• Maintain and expand knowledge base of accounting principles and practices.

Senior Accountant, Client Accounting Services – Not for Profit

• Prepare individual tax returns (Form 1040 and related schedules)
• Enter client data into tax prep software
• Prepare tax returns in accordance with firm policies
• Adhere to the firm’s written tax practice standards and the firm’s 1040 procedure manual
• Ensure client confidentiality by following all company procedures regarding information handling

Tax Preparer – Full-Time

Customer Success Manager

• Responsible for the overall satisfaction and coordination of services for clients
• Position new services and solutions for client consideration
• Serve as the main Point of Contact for operational matters

Client Success Associate

• Join our centralized tax processing team to prepare individual tax returns (Form 1040 and related schedules) in a paperless environment.
• Enter client data into tax prep software.
• Prepare tax returns in accordance with firm policies.
• Adhere to the firm’s written tax practice standards and the firm’s 1040 procedure manual.
• Ensure client confidentiality by following all company procedures regarding information handling.

Tax Preparer – Part-Time

Business Development Rep

• Generate and manage a client facing pipeline- lead//own/participate in client pursuits (i.e. client discovery, proposal (pursuit) strategy, proposal development).
• Represent the firm and it’s entire suite of services serving the Real Estate ecosystem
• Co-Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.
• Demonstrated ability to craft clear, concise, and compelling value propositions for services and solutions, tailored for both internal alignment and external positioning.
• Lead the deployment of sales techniques and strategies to integrate services and resources across all lines of services and geographies.
• Maintain deep knowledge of core service offerings and effectively position their application within target markets to influence decision-makers
• 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
• Account Ownership; Strategic Account Management
• Support the deployment and drive the use of industry-specific systems, technology development, and lead overall sales strategy for the industry.
• Innovate and grow the real estate industry practice through collaboration, teaming, and differentiation.
• Have conversational knowledge of other major service offerings outside of your team(s) with intersection into your target market(s); to leverage Firm strategy of providing or enhancing value for an integrated-reinforcing marketplace.
• 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 deal ($) goals associated with both new accounts and existing client accounts (as appropriate), to ensure a profitable return to Firm each fiscal year
• Perform regular, aggressive and prompt follow up on all Firm-generated leads assigned from campaigns, or ad hoc requests from practice leadership
• Collaborate with other Firm Industry, Service & Geography BD leaders and practice leaders for an integrated Go-to-Market (GTM) approach
• Perform account planning and key account research to optimize BD efforts and account penetration
• Make primary out-reach efforts, coordinated with marketing personnel on campaigns including prospect calls, emails and other mechanisms to secure appointments with COI individuals
• Coach, develop and lead sales professionals (as well as industry resources) within the industry(s), and support other sales professionals with service or geographic alignment.
• Demonstrate strong problem-solving, critical thinking, and thought leadership skills.

Business Development Director – Real Estate

Payroll

• Provide direct support and consulting to payroll clients
• Understand payroll in depth and maintain knowledge of payroll practices and laws
• Independently manage client relationships while escalating issues when needed
• Ensure client payroll information is accurate
• Review and process payrolls in a timely manner
• Prepare reports of employee earnings, taxes, deductions, and employer's contributions
• Establish strong and trusted client relationships
• Maintain confidentiality of employee data
• Provide technical software support to clients
• Identify and capture out of scope work and expand services to clients

Payroll Specialist

• Lead functional and solution design aligning business objectives with technology implementation
• Manage IT transformation projects in the healthcare provider industry
• Ensure project produces required deliverables on time and of quality
• Act as liaison among executive committee members, stakeholders, and development team