Baker Tilly US

Robotics

• Collaborate with the RPA Business Analyst to conduct and document business process reviews.
• Assist Business Analyst with creation of the Process Definition Document (PDD)
• Collaborate with the RPA Solution Architect to build the to-be process architecture.
• Build RPA Use PDD and architecture requirements to build the automation in UiPath Studio per Baker Tilly RPA coding standards.
• Conduct unit and integration testing to ensure PDD/architecture requirements are met.
• Collaborate with the RPA Business Analyst to create the Test Plan/Test Report.
• Conduct User Acceptance Testing (UAT) with the client.
• Transition automation packages from development to production environment.
• Document automation process and architecture in a ‘Run Book’.

RPA Developer – Consultant

• Prepare sales & use tax forms and resolve outstanding tax issues for middle market and Fortune 500 clients and ensure they are in compliance with applicable state tax laws.
• Prepare and file state and local sales tax returns for various jurisdictions for multiple clients
• Perform research on relevant tax law
• Interact and manage multiple clients in a deadline-oriented environment while maintaining exceptional accuracy and attention to detail
• Analyze large amounts of client data
• Maintain internal relationships with colleagues, other service lines and engagement/project teams
• Develop and retain technical tax expertise
• Proactively identify and communicate issues as they arise
• Maintain a positive and “team player” attitude
• Become familiar with and adhere to the firm’s policies and procedures
• Apply a working knowledge of various computer applications
• 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 externally with clients
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Experienced Associate – Sales/Use Tax

• Assist middle market and Fortune 500 clients with evaluating and resolving state and local income tax issues, and ensuring compliance with applicable state tax laws.
• Assist with SALT compliance quality control reviews and perform research on relevant state tax law; Assist clients with state and local tax audit disputes.
• Draft technical memoranda regarding state and local tax issues.
• Interact and manage multiple clients in a deadline-oriented environment while maintaining exceptional accuracy and attention to detail.
• Maintain internal relationships with colleagues, other service lines and engagement/project teams.
• Develop and retain technical tax expertise.
• Proactively identify and communicate issues as they arise.
• Maintain a positive and “team player” attitude.
• Become familiar with and adhere to the firm’s policies and procedures.
• 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 externally with clients.

Tax Experienced Associate, SALT Income Franchise

• Assist both Fortune 500 and middle market clients across industries with their state unclaimed property reporting requirements and related consulting needs (e.g., audit defense, voluntary disclosures, policies and procedures, etc.)
• Learn, through on-the-job training, to apply accounting, technology, written and oral communication skills to become a Value Architect delivering advisory and compliance services to clients
• Be a trusted member of a national practice providing various advisory services, including: Organization and management of client data and documents
• Detailed reviews of client records (e.g., accounting documents, procedures, etc.) to identify areas of potential unclaimed property noncompliance
• Interviews of client accounting and operational personnel
• Identification of client’s potential unclaimed property exposure
• Development of strategic plans to limit client’s potential exposure
• Presentation of suggestions to clients to reduce potential exposure
• Creation of models to calculate potential exposure
• Assistance with the management of clients’ state unclaimed property audits and voluntary disclosure agreements
• Support for drafting technical written memorandums
• Interaction with clients, outside legal counsel, and state unclaimed property representatives
• Preparation and filing of annual unclaimed property reports to multiple jurisdictions

Tax Experienced Associate – Unclaimed Property

• Be a trusted advisor to middle market and Fortune 500 clients by providing strategic compliance and consulting services that lower their compliance cost and audit risk, ensure they are in compliance with applicable regulations and provide value across the spectrum of state, federal, and Indian royalties and production taxes.
• Manage multi-functional and multi-state reviews that analyze contract terms, revenue recognition practices, well production data, and ownership information to identify optimal filing options, exemptions, deductions, and available credits and incentives that can reduce the client's compliance burden
• Research state and federal regulations to determine proper reporting treatment of client’s specific valuation chain to minimize compliance cost and ensure proper valuation and reporting to regulatory authorities
• Counsel clients on sovereign royalty and production tax controversies, including research, drafting client correspondence, prepare ruling requests and provide guidance in defending against audits
• Plan and execute projects requiring a wide scope of expertise, including monthly filings and in-depth compliance reviews
• Prepare technical memoranda on state, federal, or tribal royalty issues for upstream companies
• Maintain active communication with clients and make recommendations for business and process improvements, manage expectations and enhance value
• Manage a group of staff and seniors on compliance engagements to ensure developmental skills 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

State & Local Tax Manager – Revenue Royalty

Operations

• Maintain regular cadence of communication with the sales operations team to confirm accuracy and facilitate the integrity of the sales process.
• Verify and validate accuracy on vendors invoices and client billings between Workday and Salesforce and approve for Accounts Payable to process.
• Build a high-volume of sales renewal opportunities and quotes in preparation for the Customer Success Manager to start the annual renewal process.
• Initiate the Intapp process in Salesforce for new service opportunities ensuring the process is complete prior to an opportunity becoming closed won.
• Build projects for new service opportunities in preparation for set up in client care and maintain accuracy of all fields.
• Identity operational and data gaps, locate root causes, and participate in solution planning.
• Maintain sales document templates and tool library within SharePoint.
• Open to learning additional responsibilities related to opportunity sales process.

Sales Operations Associate

Director

• Lead firmwide pricing strategy, rate structures, and evolution of pricing policies across service lines, industries, and geographies.
• Influence front-line Principals, Service Line and Industry leaders, and senior firm leadership on pricing strategy, deal economics, and actions that improve margin, realization, and growth.
• Establish analytical frameworks to evaluate deal quality, pricing performance, and margin drivers.
• Design, build and scale pricing analytics (KPIs, dashboards, reporting) to improve transparency and decision-making.
• Lead Quarterly Business Reviews (QBRs) on pricing performance, insights, risks, and recommended actions with leadership.
• Lead Voice of the Business (VoB) and Executive Steering Committee (SteerCo) on pricing discussions to align leadership on priorities, decisions, and actions.
• Monitor market trends, competitive dynamics, and client behaviors to inform proactive pricing actions.
• Strengthen pricing governance, including deal review processes, exception management, and policy compliance.
• Lead team of Service Line Business Partners to provide guidance to Service Line leaders and Principals
• Enable scalable pricing capabilities through design, build and integration to Salesforce and Workday PSA.

Director, Enterprise Pricing Lead

• Deliver tax advisory and compliance services to clients
• Build professional network at a coast-to-coast firm
• Enjoy flexibility in work
• Develop client service and technical accounting skills

Winter 2027 Tax Internship

Financial Planning and Analysis

• Oversee preparation of individual affiliate financial statements, ensuring compliance with US GAAP and other regulatory requirements
• Ensure unique accounting transactions specific to Baker Tilly affiliates are appropriately presented for both internal and external reporting purposes
• Coordinate the preparation and review of non-financial statement regulatory filings
• Conduct analysis on differences between international standards and US GAAP
• Drive process improvement initiatives to enhance efficiency, automation, and standardization of accounting operations worldwide
• Develop, mentor, and inspire a high-performing, diverse accounting team

Financial Reporting Manager

Analyst

• Gain hands-on experience within the real-estate advisory industry
• Performing in-depth market and financial research regarding real estate transactions, supply, demand, pricing, and investment parameters
• Assist with valuation analysis on a wide range of public and private real estate entities within various industries using accepted and relevant approaches and theory
• Assist in preparing and presenting the results of our analysis in a clear and concise manner
• Experience, through on-the-job training and real, meaningful work engagements, how your academic experience translates to the professional environment
• Learn directly from experienced Staff, Seniors, Managers and Partners with specialized experience and technical knowledge within the real estate industry
• 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 externally with clients
• Build friendships and strong work relationships while gaining valuable experience

Summer 2026 Real Estate Advisory Analyst – Valuations

• Implement analytically driven forecasting based on pipeline, sales and financial modeling.
• Present and advise on financial reporting, analytics and KPIs to Stakeholders.
• Collaborate with Stakeholders to drive strategic objectives to manage financial uncertainties and ensure business line success.
• Anticipate leadership needs and proactively support the Managing Principal in navigating complex decisions.
• Analyze data, market trends, and internal metrics to guide decision-making.
• Serve as liaison between Managing Principals and Enterprise Solutions Office.
• Manage revenue recognition processes in compliance with GAAP.
• Lead and mentor a team of finance professionals, fostering a collaborative and high-performance culture.
• Provide guidance and support to team members, ensuring they have the resources and knowledge needed to succeed.
• Communicate financial progress and highlight issues to senior management and other stakeholders.
• Represent the service line in strategic firm-wide initiatives.
• Lead and participate in process improvement projects and champion positive change.
• Identify and mitigate financial risks associated with projects.
• Collaborate with risk and compliance teams to assess and mitigate strategic operational risks.
• Ensure accurate and timely financial management reporting in compliance with organizational policies and regulations.

Business Line Finance Lead

Manager

• Oversee and review the preparation and distribution of quarterly financial statements to investors of the Fund.
• Oversee and review the preparation and distribution of quarterly investor capital statements to investors of the Fund.
• Oversee and review the preparation of schedules to support the general ledger balances reported in the quarterly financial statements.
• Oversee and review the preparation and distribution of capital call notices to investors, notifying them when contributions are due and ensuring the capital call adheres to the Fund's Operating Agreement.
• Oversee and review the preparation and distribution notices to investors, notifying them when proceeds will be received and ensuring the calculation adheres to the distribution provisions of the Fund's Operating Agreement.
• Understand and interpret terms set forth within a Fund's Operating Agreement.
• Calculate and review complex waterfall structures and associated carried interest.
• Calculate management fees owed to the management Company for investment and portfolio management services provided to the Fund.
• Ensure such management fees are paid promptly and timely.
• Communicate directly with the Fund's General Partners (or Managers) and respond promptly to their requests, providing them with requested information.
• Complete required regulatory forms to ensure the Fund is in compliance; compliance includes debt covenants with lenders, regulation requirements, or any other compliance provisions stipulated in the Fund's Operating Agreement.
• Review investment agreements to confirm the purchases and sales agree to the cash movements at the Fund level.
• Interact with auditors and provide them with reports/support to assist them during the year end audit.
• Complete audit confirmations to satisfy procedures performed for the audits of investors or the Fund.
• Ability to multi-task between different tasks, client deliverables, and internal demands throughout the day.
• Provide supervision, guidance, and coaching to the team, including regular training support as needed.
• Continually update job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; and participate in professional development opportunities.
• Demonstrate an ability to take on additional duties as assigned by management.
• Demonstrate mastery of technical skillset including use of Excel and other software utilized by PEFS.
• Demonstrate mastery of subject matter when advising clients on various client questions or concerns.
• Consistent resource for other team members with regard to technical questions or questions pertaining to team processes and procedures.
• Conduct ongoing team trainings while providing input as to the continued training and opportunities at a global company level.
• Provide daily leadership across the team and the organization.
• Serve as escalation point for internal team members and for the client relationships.
• Assist and, at times, lead new business development objectives.

Senior Manager, Private Equity Fund Services

Consultant

• Learn and execute meaningful work engagements that have an impact on the business
• Collaborate with experienced Staff, Seniors, Managers, and Partners with specialized experience and technical knowledge across numerous industries and services
• Engage directly with a variety of clients ranging from privately held businesses to publicly traded multi-national corporations
• Learn directly from mentors and additional Baker Tilly employees through a series of networking activities, formal training, and an open work environment
• Impact the surrounding community through volunteering events, such as Junior Achievement and United Way
• A Consultant on this team collaborates with experienced Baker Tilly team members to envision and create custom solutions that enhance customer engagement and refine their operational efficiency
• Services provided include application strategy, application implementation, application modernization, and custom software development.
• A Consultant on this team collaborates with experienced Baker Tilly team members to scale and secure cloud technology to help leverage it for innovation and growth
• Services provided include cloud strategy, cloud infrastructure development, cloud migration, and cloud optimization.
• A Consultant on this team collaborates with experienced Baker Tilly team members to help our clients derive value from data, whether it’s through advanced machine learning, data visualization or working to implement new data processes for a “single source of truth.”
• Services provided included data strategy and program capabilities, data visualization, enterprise data analytics modernization, data governance and data management, advanced analytics and machine learning, and strategic planning.
• A Consultant on this team collaborates with experienced Baker Tilly team members to understand our clients’ business processes, identify opportunities for transformation and define the overarching strategy, implement transformative solutions, and enable a smooth transition for stakeholders.
• Services provided include adoption and organizational readiness, business strategy assessments and roadmap development, business application technology evaluation, and project and program management.

Digital Consulting Staff Consultant

• Summarize and analyze financial data including entity, portfolio and property-level financial performance and forecasts
• Conduct economic, market and property level research
• Work with a variety of templates based upon project goals
• Develop unique valuation models
• Utilize discounted cash flow, direct capitalization, sales comparison approach, and cost approach valuation methodologies
• Develop narrative and summary format reports for client deliverables

Real Estate Valuation Analyst

Security Engineer

• Work closely with client executives and management teams
• Develop in-depth knowledge of clients’ businesses and industries
• Provide strategic business advice to clients
• Assess, manage, and optimize information technology risk
• Review clients' processes and controls against industry frameworks
• Assist in the development and execution of audit programs
• Draft comprehensive executive summaries and final reports
• Act as a trusted business advisor