Baker Tilly US

Accounting Manager

• Provide exceptional service to clients including tax, accounting, and advisory services
• Manage production of monthly, quarterly, and financial reports and benchmarking
• Provide recommendations for business and process improvements
• Coach, train, and mentor staff on client service, tax, and accounting matters
• Provide analysis and insights to clients based on knowledge of current business trends

Manager, Client Accounting Services – Family Office

Risk

• Assist with the Firm’s conflict clearing and client acceptance process
• Review proposed engagements across various service lines to assess potential conflicts
• Conduct database research for new projects to identify potential conflicts
• Facilitate the resolution of any potential conflicts
• Ensure data integrity within the conflict check database and client intake system
• Support and assist with strategic projects, including enhancing technology related to conflict check system

Analyst, Risk Management

Consultant

• Provide a variety of services including energy and infrastructure advisory and project development support
• Participate in our Development Advisory team
• Provide economic development and capital planning support
• Work with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities
• Support Baker Tilly’s services tied to the Inflation Reduction Act
• Gain hands-on experience in energy and community development advisory
• Experience on-the-job training through real work engagements
• Learn directly from experienced managers and partners with specialized experience and technical knowledge

IRA Advisory Consultant

Software Engineer

• Build, support and deliver IRA service offerings, including but not limited to domestic content bonus tax credit analysis and foreign entity of concern analysis.
• Assist on management consulting projects for private and public sector organizations in the energy and infrastructure industries through strategic planning, project feasibility, financial management reporting, budget preparation and analysis, capital project planning, comprehensive financial planning and related client services.
• 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.
• Enjoy friendships, social activities and team outings that encourage a work-life balance.
• Occasionally travel, mostly same-day travel within the state.
• Serve on client projects and assist in management of client relationships.
• Document and analyze processes, internal controls, and workflow to identify opportunities for improvement.
• Perform research into best practices, operational polices, and organizational design.
• Perform tests of effectiveness of controls and compliance with laws/regulations/policies.
• Interview clients to better understand processes and to recommend improvements.
• Support project staff in day-to-day service delivery.
• Assist in development of articles, sales proposals and presentations for new business development and client purposes.

Senior Consultant, Engineering

General Counsel

• Draft, negotiate, and review of commercial transactions, contracts and agreements; providing counsel regarding interpretation of active contracts, and handling contractual dispute resolution.
• Significant involvement in contractual matters throughout entire contract lifecycle, from formation to termination, for agreements pertaining to diverse subjects
• Manage multiple contracts and projects in a deadline driven environment
• Work with the legal and risk management department and business leadership to assist/lead on a variety of projects related to process improvements, risk mitigation and legal policy development
• Collaborate with external vendors and legal counsel as necessary

Corporate Counsel

Manager

• 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 – Resource Management

Financial Planning and Analysis

• Lead and develop a team of financial analysts responsible for accurate revenue recognition, project margin analytics
• Partner with service line leaders and the Enterprise Pricing CoE to monitor revenue trends, project performance post-pricing, ensuring commercial terms are supported through effective delivery management
• Identify repetitive, manual tasks suitable for automation to improve efficiency and data quality
• Lead the design and implementation of automation solutions, AI driven analytics and workflow optimization
• Partner with Technology and Operations teams to deploy AI tools for forecasting, anomaly detection and predictive insights
• Monitor trends in delivery performance and margin optimization opportunities
• Partner with the Data Analytics team to establish data governance frameworks to ensure integrity and consistency in reporting

Manager – Project Financial Management

Customer Support

• Reviewing, assigning and/or taking ownership of customer support tickets daily, responding promptly to customers once reviewed
• Determining a course of action upon review of case tickets
• Testing possible solutions in demonstration environments
• Adding internal comments to variations of potential solutions and contact customers with possible solutions
• Escalating issues without immediate resolution to internal management or Sage Intacct’s customer support and/or engineering
• Following up regularly on outstanding tickets
• Delegating certain issues to the implementation or technical services team for highly configured instances of the software
• Corresponding throughout issue resolution process in a timely manner
• Other duties as assigned
• 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 Customer Support Associate, Sage Intacct

Salesforce Developer

• Review and analyze system specifications
• Identify one or more technical solutions to discuss with clients
• Create a solid technical solution based on best practices
• Collaborate with the team to design, develop and maintain all development
• Determine and coordinate time estimates and priorities
• Help troubleshoot/reproduce bugs and errors as well as execute test cases (manual or automated) based on business requirements and/or technical specifications
• Communicate to all internal stakeholders and log issues
• Acknowledge client issues immediately and respond to any client communications by established internal timelines
• Communicate directly with clients to identify core issue(s) and respond daily with progress updates on open tickets
• Document and communicate estimated timeframe and scope hours/cost for fixes
• Work with cross-functional teams to ensure quality through the system development life cycle while meeting all deadlines
• Collaborate with project team and engineers to develop effective strategies and test plans
• Develop and maintain a working knowledge, and documentation of deployment and version control methodologies
• Help manage and contribute to internal applications
• Communicate with engineering leadership on demo and client application setup time requirements
• Set up templated applications from the AppExchange with clients
• Work with sales team to design demo and implement environments

Salesforce Engineer – Manager

Solutions Engineer

• Collaborate with clients and internal stakeholders to design and implement scalable data engineering solutions using the Microsoft Analytics ecosystem• Develop and maintain data pipelines, ensuring efficient extraction, transformation, and loading (ETL) processes for structured and unstructured data• Apply best practices in dimensional modeling to create robust and scalable data models for analytics and reporting• Leverage tools such as Python, dbt, and SQL to develop advanced data transformation and integration processes• Optimize data storage and retrieval mechanisms to support high-performance analytics workloads• Implement and manage hybrid analytics workloads using Azure Cloud infrastructure, including networking and security configurations• Monitor and troubleshoot data pipelines and workflows to ensure accuracy, reliability, and performance• Collaborate with analytics and BI teams to ensure seamless integration of data assets into Power BI and other reporting platforms• Stay informed about emerging trends and technologies in data engineering and cloud analytics to enhance solution delivery

Data Solution Architect

• 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 Principal

Data Engineer

• Develop scalable, well‑documented ETL/ELT pipelines using T‑SQL, Python, Azure Data Factory/Fabric Data Pipelines, and Databricks; implement best‑practice patterns for performance, security, and cost control.
• Design relational and lakehouse models; create Fabric OneLake shortcuts, medallion‑style layers, and dimensional/semantic models for Power BI.
• Build automated data‑quality checks, lineage, and observability metrics; contribute to CI/CD workflows in Azure DevOps or GitHub.
• Gather requirements, demo iterative deliverables, document technical designs, and translate complex concepts to non‑technical audiences.
• Research new capabilities, share findings in internal communities of practice, and contribute to reusable accelerators.
• Collaborate with clients and internal stakeholders to design and implement scalable data engineering solutions.

Business Development Rep

• Understand key industry service offerings and confidently communicate their application across the manufacturing ecosystem—including industrial manufacturing, automotive, aerospace & defense, consumer products, food & beverage, logistics, and distribution markets—to a diverse group of stakeholders
• Demonstrate an understanding of global trade management strategies, including import/export compliance, tariff mitigation, customs valuation, duty optimization, free trade agreements, and cross-border supply chain operations
• Demonstrate an understanding of manufacturing operations, global supply chain optimization, automation, operational technology, and digital transformation initiatives and their impact on client operations and growth strategies
• Monitor and communicate emerging trends related to global trade regulations, tariffs, geopolitical risk, supply chain disruption, reshoring initiatives, and international sourcing strategies to identify and develop new business opportunities
• Demonstrate an understanding of emerging manufacturing technologies (e.g., automation, robotics, AI, IoT, data analytics, and smart factory solutions) and their impact on operational efficiency and business transformation
• Monitor and communicate emerging trends related to industrial automation, smart manufacturing, supply chain resilience, reshoring initiatives, sustainability, and infrastructure investment to identify and develop new business opportunities
• Demonstrate an understanding of emerging technologies supporting global trade and supply chain operations, including automation, AI, data analytics, ERP integration, and trade management platforms
• Lead the deployment of sales techniques and strategies to integrate services and resources across all lines of service and geographies
• Possess a broad understanding of macroeconomic, regulatory, and market trends impacting the manufacturing sector, including global trade policy, supply chain modernization, reshoring, workforce challenges, automation, and industrial investment
• Have a conversational understanding of the firm’s significant service offerings beyond manufacturing that intersect with our team's expertise, enabling the utilization of the firm's strategy to deliver and enhance value in an integrated and mutually reinforcing marketplace.
• Build, maintain, and expand relationships across the manufacturing and global trade ecosystem, including manufacturers, importers/exporters, distributors, supply chain leaders, customs and trade professionals, investors, and strategic partners
• Perform regular, aggressive, and prompt follow up on all Firm-generated leads assigned from campaigns, or ad hoc requests from practice leadership.
• Maintain a clear understanding of who your team wishes to target for business development purposes – and why.
• Track and analyze emerging manufacturing industry trends and innovations to identify potential opportunities within the sector
• Regularly inform practice leadership of changing market dynamics and other factors influencing accounts of strategic importance
• 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 revenue goals associated with both new accounts and existing client accounts (as appropriate), to ensure a profitable return to Firm each fiscal year.
• Participate as a key team member on all relevant market development meetings and other in-house discussions.
• 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
• Maintain deep knowledge of core service offerings and effectively position their application within target markets to influence decision-makers
• Collaborate with other BD leaders and practice leaders for an integrated Go-to-Market (GTM) approach
• Perform account planning and key account research to optimize business development efforts and account penetration.
• Perform primary out-reach efforts, coordinate with marketing personnel on campaigns including prospect calls, emails, and other mechanisms to secure appointments with COI individuals

Business Development Director – Global Trade Management, Industrial & Consumer Products

• Manage 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

• Provide best in-class service to our clients, through communications, information gathering, onboarding and delivery.
• Communication with team, clients and third-party client advisors.
• Work with clients to help them navigate various client platforms.
• Support team where needed in accomplishing client deliverables.
• Proactively communicate status of work, ask timely questions and seek clarity from the lead on client engagements when needed in order to keep work progressin.
• Meet client service expectations through adhering to quality and timely client deliverables.
• Begin to establish and build team and client (internal/external) relationships and facilitate and maintain positive and proactive communications.
• Assist with client data gathering by reviewing client data and information needed.
• Promptly communicate roadblocks and inefficiencies as they arise.
• Apply learning from one client engagement to the next.
• Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by your manager.
• Other duties and special projects as assigned.