Baker Tilly US

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

Customer Support Associate, Sage Intacct

Solutions Engineer

• Aid in the scope, design, and build applications and infrastructure-related components for our application hosting solutions.
• Develop utilities, tools, data fixes, and Sage Intacct page-level customizations to support internal staff during the implementation process and to support specialized initiatives for internal projects
• Communicate effectively with internal staff, external development vendors, development teams of customers, etc.
• 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

AI Solutions Engineer

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

Financial Planning and Analysis

• Serve as a trusted advisor to senior executives within client organizations, understanding and exceeding their needs.
• Lead and manage multiple projects and engagements independently, identifying risks and developing mitigation plans.
• Direct the project staffing process based on client needs, team development, and skill requirements.
• Oversee the delivery of outsourced accounting services, ensuring accurate financial reporting and timely month-end closes.
• Lead strategic client communications, including presentations to management teams and key stakeholders.
• Actively contribute to business growth by supporting business development activities, managing a personal and/or team-based pipeline, and forecasting sales.
• Engage clients in business-based conversations to understand their needs, challenges, and opportunities.
• Lead and support the creation of winning proposals, customizing approaches, solutions, staffing, and pricing to fit unique client situations.

Senior Manager – Finance and Accounting BPO/Managed Services

Affiliate Manager

• Perform a broad range of high-level administrative duties for multiple senior leaders, using independent judgment in managing complex and shifting calendars, travel, meetings, and executive logistics, including assessing priorities, resolving conflicts, and allocating time strategically.
• Drafts, edits, and formats correspondence, presentations, reports, and communications on behalf of leadership, applying discretion, professional judgment, and firm positioning.
• Partner closely with the senior leader to ensure awareness of upcoming commitments and responsibilities, providing timely reminders and follow-up.
• Anticipates needs and emerging issues, identifying risks, proposing solutions, and independently resolving challenges to ensure seamless executive operations.
• Track and support critical initiatives, ensuring timely completion.

Executive Business Partner

Salesforce Consultant

• Assist with building architecture (objects, fields, page layouts) and flow automation on the Salesforce platform
• Assist with building declarative components (Apps, Lightning Pages) in Salesforce Lightening
• Help create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce
• Configure Salesforce architecture, automation, and security settings across all Salesforce Clouds and connected apps
• Install and configure applications from the Salesforce AppExchange such as email, social media, financial management, online payment, SMS, and form building applications.
• Install and configure proprietary applications or integrations as needed
• Comprehend defined appropriate data model and resulting system architecture designed from business requirements for defined deliverables
• Draft comprehensive technical documentation appropriate for other consultants, engineering, and clients.
• Document written requirements from client discovery period, identifying items shared both in discovery workshops and via shared client artifacts
• Design recommended solutions based on technical requirements, considering all solution options and determining the best approach.
• Discuss resulting data model considerations internally and with clients, confidently proposing determined recommendations

Salesforce Consultant – Systems Implementation Advisory

Business Development Rep

• Identify and develop new business opportunities within the Energy & Natural Resources sector
• Build, manage, and expand strong client relationships
• Shape and execute go-to-market strategies and drive industry-focused growth initiatives
• Collaborate across service lines to develop innovative solutions
• Monitor emerging trends and communicate them to identify new opportunities
• Maintain compliance with CRM requirements and document activities accurately
• Create, sustain, and grow relationships with clients to ensure satisfaction and performance standards are met
• Perform account planning and primary outreach efforts.

Business Development Director – Energy & Natural Resources

• Provide tax compliance and advisory services to c-corporations, s-corporations, and partnerships ranging from middle market to multinational companies
• Participate in tax research projects on a variety of tax issues
• Team with leaders on special projects in various areas of tax
• Communicate and team with specialty tax practices on complicated tax matters
• Network and build strong relationships internally and with your clients
• Support the growth and development of team members

Senior Tax Associate – Corporate Tax

Project Manager

• Support project planning and execution by creating and maintaining detailed task-level work plans, including daily updates on task status, effort estimates, start/end dates, and dependencies
• Ensure successful on-time and on-budget project execution by daily monitoring resource allocation for budget alignment, and reallocate funds as needed to meet stakeholder requirements efficiently
• Support all project meetings, guiding clients through Statements of Work and project plans; help to prepare accurate, detailed weekly summaries
• Provide insight to leaders on project scope and potential scope changes
• Ensure that your work will consistently meet the overall project timeline
• Participate in ongoing process improvement by identifying changes to standard processes that encourage reusability and increased efficiency

Consultant – Technical Project Management

Bookkeeper

• Work closely with multiple small and mid-sized business clients with a variety of bookkeeping services, including but not limited to:
• Reconcile bank statements and other balance sheet accounts
• Enter adjusting journal entries
• Clean-up of client accounts for preparation of the tax return
• Provide reports to the client and the tax preparation team
• Collaborate with clients and respond to client requests and inquiries
• Onboarding and setting up bookkeeping accounts in QuickBooks Online
• Assisting the tax team with year-end reporting of 1099s
• 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

Tax Bookkeeping Specialist

• Be a trusted leader of Baker Tilly’s tax services, providing federal tax compliance and consulting services to technology and/or life science industries, positively impacting your clients through:
• Being a valued tax business advisor, leading client relationships on day-to-day tax matters with various clients ranging from middle market to multinational
• Consulting on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
• Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration
• Coordinating 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
• Overseeing tax-planning responsibilities for federal and individual clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates
• Providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
• 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.
• Actively participate in requests for proposals to pursue additional clients/services for the firm
• Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging
• Invest in your professional development individually and through participation in firm-wide learning and development programs
• Support the growth and development of team members, helping associates meet their professional goals, along with proactively supporting the recruitment efforts of future team members
• Demonstrate leadership, initiative, excellent team skills, and high ethical standards
• Represents the firm at key community events, firm functions, and other meetings

Tax Principal – Technology and Life Science Industries

• The Business Development Director at Baker Tilly is a senior-level, strategic role focused on accelerating growth across the firm’s Tax, Assurance, and Consulting practices.
• Identifying and developing new business opportunities within the Industrial & Consumer Products (ICP) – Manufacturing sector in an assigned territory.
• Building, managing, and expanding strong client relationships.
• Partnering with practice leaders to shape and execute go-to-market strategies and drive industry-focused growth initiatives.
• Collaborating across service lines to develop innovative, value-driven solutions that support organizations across industrial manufacturing, automotive, aerospace & defense, consumer products, food & beverage, distribution, logistics, and supply chain operations.
• Monitoring and communicating emerging trends related to industrial automation, smart manufacturing, and sustainability.
• Maintaining strict compliance with CRM (Salesforce) requirements.
• Tracking and analyzing emerging manufacturing industry trends and innovations to identify potential opportunities within the sector.

Business Development Director – Manufacturing

• Understand key industry service offerings and confidently communicate their application across the CHPS ecosystem—including construction, real estate development, hospitality and leisure, and professional services firms—to a diverse group of stakeholders
• Demonstrate an understanding of core industry challenges, including project execution, cost control, labor shortages, supply chain disruption, customer experience, and operational efficiency, and their impact on client growth strategies
• Monitor and communicate emerging trends such as infrastructure investment, real estate development cycles, travel and hospitality demand shifts, private equity investment, and digital enablement to identify and develop new business opportunities
• Lead the deployment of sales techniques and strategies to integrate services and resources across all lines of service and geographies
• Account Ownership; Strategic Account Management
• Possess a broad understanding of macroeconomic, regulatory, and market trends impacting CHPS sectors, including interest rates, capital availability, labor dynamics, and economic cycles affecting construction and hospitality demand
• Have a conversational understanding of the firm’s significant service offerings beyond CHPS 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 CHPS ecosystem, including contractors, infrastructure operators, hospitality and restaurant brands, professional services firms, 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 target clients and segments for business development purposes—and why
• Track and analyze emerging CHPS industry trends and innovations to identify potential opportunities
• 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), ensuring a profitable return to the 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 CHPS 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 outreach efforts and coordinate with marketing personnel on campaigns including prospect calls, emails, and other mechanisms to secure appointments with key stakeholders

Business Development Director – Construction, Hospitality & Professional Services

• 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’s full suite of services across the Specialty Finance & FinTech ecosystem, including lenders, payment platforms, financial intermediaries, and technology-enabled financial service providers
• Demonstrate an understanding of emerging financial technologies (e.g., payments infrastructure, digital banking, automation, AI, blockchain and Banking as a Service (BaaS)) and their application within Specialty Finance to enhance client solutions and drive growth
• Develop a strong understanding of lending models, payment flows, capital structures, and financial product offerings to effectively align firm services with client needs
• Co-Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management
• Build and maintain relationships with key stakeholders across the Specialty Finance & FinTech ecosystem, including lenders, payment providers, fintech operators, investors, and strategic partners
• 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 Specialty Finance & FinTech industry practice through collaboration, integrated solutions, and market differentiation
• Monitor and communicate emerging trends in financial technology, alternative lending, payments, and digital financial infrastructure to identify and develop new business opportunities
• 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 – Specialty Finance, FinTech

• Provide compliance and consulting services to BT Partners
• Perform technical review of complex individual tax returns and all supporting tax documents.
• Lead multiple engagements that deliver proactive tax planning and strategic consulting.
• Grow technical competence by applying technical developments to complex situations.
• Manage the client experience as the primary point of contact for about 75 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.