Baker Tilly US

Payroll

• Support payroll consulting engagements across a range of clients, industries, and geographies
• Assist in assessing and improving client payroll processes, controls, and procedures
• Perform multistate payroll compliance reviews, including federal, state, and local regulations
• Support payroll tax activities, including preparation and review of forms (e.g., 941, 941-X, W-2C)
• Assist with payroll setup and configuration, including earnings, deductions, and tax treatments
• Analyze payroll data to identify discrepancies, risks, and opportunities for improvement
• Support reviews related to employee classification, wage treatment, and overtime calculations
• Research and apply payroll regulations, including reciprocity and other multistate considerations
• Collaborate with internal teams and clients to deliver timely, accurate, and high-quality work
• Communicate payroll concepts and findings clearly to both technical and non-technical audiences
• Contribute to project deliverables and ensure work is completed on time and aligned with expectations

Senior Payroll Consultant

• Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns
• Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
• Learn and grow from direct and 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 externally with clients
• Support the growth and development of team members
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Tax Manager, Private Wealth

Recruitment

• Manage relationships with key stakeholders, for the 6 unique service lines within Advisory
• Lead the development and execution of the college relations strategy and partner in recruiting strategy with audit/tax recruiters at core universities
• Create and monitor annual campus recruitment budget
• Implement sourcing strategies to identify talented candidates, paying particular attention to diversity initiatives
• Manage candidates throughout the recruiting lifecycle and maintain records in applicant tracking/recruitment system
• Coach and guide practice teams in conducting virtual interviews
• Lead focus groups and debrief sessions to review campus recruiting program effectiveness and design
• Work closely with the campus recruiting team to assist with branding Baker Tilly as the “employer of choice” on campus
• Help plan and support the annual Internship programs and support Advisory interns from coast to coast
• Maintain a constant and steady focus on the local market place, and disseminate local market intelligence to key client groups
• Utilize the applicant tracking system to capture all recruiting and hiring activity
• Work under general supervision and frequently work on projects with only periodic updates to your supervisor

Campus Recruiter – Advisory

Consultant

• Work directly with clients analyzing client issues and developing solutions.
• Review work, train and coach staff consultants.
• Assist with strengthening existing client relationships and develop new business opportunities by participating in sales meetings and working on proposals.
• Interact directly with Partners and leadership on client and engagement management.

Senior Consultant – GovCon Technology, Deltek Costpoint

• 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 sales cycles as needed as a Subject Matter Expert.
• Support the build of project approach and proposals for opportunities with new 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 and clients through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

Senior Consultant, Tekion Implementation

IT Support

• Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients, positively impacting their financial statements, profitability, and business operations through:
• Proactively engaging with your clients throughout the year to understand business goals and challenges
• Implementing appropriate testing to assess deficiencies of internal controls and make recommendations for improvement
• Managing all fieldwork to ensure quality service and timely delivery of results
• Playing an active role in providing valuable financial statement guidance and business recommendations based upon various testing performed and information gathered
• Delivering business insight through thoughtful review, analysis, and discussion
• 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 clients and the community
• 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

Audit Manager – Asset Management

• Be a trusted member of the engagement team providing various tax compliance and consulting services to industry specific clients
• Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
• Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
• Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
• Coordinate 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
• 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
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Tax Manager

System Administrator

• Serve as a point of contact for Workday-related inquiries, troubleshooting and support escalations
• Configure and maintain Workday modules
• Work with the product team on the assessment, testing, support and facilitation of Workday releases including help to coordinate Organizational Change Management activities for software releases, fixes, and upgrades with technical teams and users for the product team.
• Identify opportunities to streamline workflows, automate processes and enhance system functionality to improve overall efficiency
• Create and maintain detailed documentation of programs, systems and processes
• Stay current with industry trends, best practices and new Workday releases to recommend and implement improvements

Workday System Administrator – Temporary

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
• Represent clients in interactions with internal teams, external professionals, and stakeholders
• 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

Senior Manager – Capital & Infrastructure Advisory, Debt Issuance

Data Engineer

• Own the enterprise data standards
• Establish and chair data design reviews
• Define reference architectures and canonical models
• Author data integration patterns and quality standards
• Set ingestion/promotion standards for analytics platform
• Encode data policy requirements into architecture artifacts
• Maintain architecture and environment documentation

Senior Manager, Data Architecture

• 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

High Net Worth Tax Principal

Director

• Lead a team of Baker Tilly and client resources through definition and delivery of transformation projects
• Develop, manage, and measure effectiveness of project approach and plans aligned to phases of implementation
• Utilize entrepreneurial skills to network and build strong relationships internally and externally
• Invest in professional development and support the growth of team members
• Develop and communicate a robust IT strategy aligned with business objectives
• Lead digital transformation efforts by identifying opportunities to enhance services and operations
• Provide visionary leadership to technology teams, fostering excellence and collaboration
• Work closely with clients to understand needs and propose innovative technology solutions
• Collaborate with C-suite executives and foster partnerships with external vendors and experts

Managing Director – Digital Transformation

Onboarding Specialist

• 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

Onboarding Manager, Client Accounting Services

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

Accounting Manager

• Provide best in-class basic accounting and financial reporting support services to clients under direct supervision.
• Provide accounting related services including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and reporting.
• Prepare client statements and reports for next level review.
• Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed.
• Meet client service expectations through adhering to quality and timely client deliverables.