Baker Tilly US

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

Risk Management Analyst

Accounting Manager

• Coordinate Draw Request including, but not limited to Remittance Requests, Vendor Invoices, Lien Waivers, Change Orders and Identification of Funding Sources
• Roll forward the Sworn Owner’s Statements (SOS)
• Input hard costs and soft costs, including the construction management fees which are to be computed and an invoice prepared
• Identify reimbursement costs, batch all hard & soft costs in the SOS into a single batch
• Submit copies of the Draw Request to the inspecting architect, title company and Investors / Partners as directed for approval
• Request debt as per the client approved SOS
• Confirm all funds (e.g. Equity and Tenant Funds not directed to be deposited to the title company) have been received
• Prepare a Funding Request to fund Draw Request and submit for approval of same
• Notify vendors of the release of funds as soon as the title company releases funds to vendors
• Review hard and soft costs on the Draw Request as follows; Identify each invoice with a draw number that corresponds to the Draw Request being issued
• Review the coding on all vendor payments to ensure it is properly coded to the correct Fixed Asset (e.g. Land, Land Improvement, Bldg Improvement, Development Costs, Soft Costs, Lease cost or expense)
• Include the proper description on each invoice (e.g. General contractor, permits, consulting, engineering, utilities, etc.)
• Ensure proper Job Cost Code is inputted on each vendor payment
• Ensure that the total to be funded on the SOS reconciles to the batch total in AvidXchange payment file prior to exporting the batch to Yardi
• Review of Draw Request for accuracy and completeness ensuring that all vendor invoices reconcile to the SOS
• Reconcile AvidXchange batch to the total that the title company is releasing. When the above is reconciled, export the batch from AvidXchange to Yardi
• Record the Draw Request as follows; Record the wire transfers made per the funding request into general ledger module via manual recording or automated upload
• Record and post receipt of funds from equity partners into the general ledger module (Debit Cash / Credit Ownership Contribution)
• Prepare, review and post the invoices from AvidXchange to Yardi via a 'manual' check run of which said posting shall equal the amount paid to the vendors (less any reimbursements as applicable and permitted by the lender) on the SOS. Debit to capital or expense accounts and credit to draw clearing account
• Prepare, review and post the Draw Request made by the title company representing the loan proceeds disbursed. Debit to Draw Clearing Account and Credit to loan payable or representing the equity funding from the property; Debit to Draw Clearing Account and Credit to 1110 (or applicable operating cash account)
• Record interest expense (capitalizing where necessary) and increase the loan payable accordingly
• Ensure that the loan payable reconciles to the loan statement and post the interest payment in the general ledger module
• Reconcile the general ledger (Fixed Asset -WIP accounts) to the cumulative Draw Requests, including all non-Draw related items (e.g. capitalized interest, capitalized depreciation & amortization, etc.)
• Reconcile all construction activities to the Fixed Asset -WIP accounts including all non-draw related activity (e.g. capitalized interest, capitalized depreciation and amortization, etc.)
• Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
• Act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client
• Continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues
• Assist with the training and counseling of team members, and with developing performance measures that support the team’s strategic direction
• Assist in developing and maintaining a culture of teamwork, client service and effective problem solving
• Comply with continuing education requirements; participate in professional organizations, independent study, etc. and integrate new knowledge and skills into daily work and share with colleagues as appropriate
• 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
• Assist in ad-hoc projects and activities where necessary and/or appropriate to foster growth and best practices of the business unit

Senior Project Accountant – Client Accounting Services, Real Estate

Manager

• 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
• Elicit and define requirements using multiple methods
• Manage and implement multiple projects through delegation, coordination, communication, and organization
• Coordinate deployment of projects included staffing resources, deadlines, and end user expectations
• Ensure that all projects are properly documented
• Manage third party vendor relationships
• Act as the liaison among the executive committee members, stakeholders, and development team
• Support the development of the Enterprise Transformation practice

Strategy & Transformation Manager – Engagement Lead

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 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
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Senior Consultant, Tekion Implementation

Security Engineer

• 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 information technology risk across a wide range of areas, IT general controls, financial account and auditing, IT strategy and governance, IT regulatory and compliance requirements and business continuity
• Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
• Assist in the development of audit programs and the execution of internal audits and IT control assessments in the areas of: IT strategy and governance IT operations, business process, key reports (IPE), automated controls ITGC and application controls Regulatory and compliance requirements, specifically Sarbanes Oxley
• Assist in drafting 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
• Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities
• 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
• Enjoy friendships, social activities and team outings that encourage a work-life balance.

IT Audit, Cybersecurity & Risk 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 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

• Provide operational and strategic support to the Consulting Service Line
• Assist with embedding standardized processes, tools, and frameworks to drive consistency
• Identify and implement process improvements
• Facilitate and support change management efforts
• Collaborate on M&A activities

Manager, Practice Management – Consulting Services

Analyst

• Assist on engagements primarily related to the valuation and advisory of real estate and real estate entities
• Summarize and analyze financial data including entity, portfolio and property-level financial performance and forecasts
• Conduct economic, market and property level research
• Develop unique valuation models
• Utilize various valuation methodologies
• Develop narrative and summary format reports for client deliverables
• Maintain and expand knowledge in area of expertise

Valuation Analyst – Real Estate Advisory

• Join Baker Tilly as Tax Manager with our CT office
• Be a trusted member of the team providing various tax, accounting and advisory services to clients
• Oversee and provide services pertaining to accounting, bookkeeping and prepared or compiled financials
• Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with client to discuss accounting and business matters
• Deliver best-in-class customer service to clients at all times
• Lead and plan client engagements, and continuously evaluate processes and procedures within the client services and implementation functions
• Manage and build client relationships, act as liaison to address and resolve client issues
• Maintain current knowledge of local, state, and federal tax practices and laws
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy

Seasonal Tax Manager

• Manage IT Audit engagements including client expectations, budgets and financial reporting
• Deliver detailed analysis of findings and coordinate all analytical, technical and research tasks
• Collaborate with Managers and Senior Manager in the areas of risk assessment, IT Audit
• Build relationships with existing clients, including involvement in networking and business development activities
• Provide both leadership and supervision to IT Audit Staff

Senior IT Audit, Cybersecurity & Risk Advisory

Financial Planning and Analysis

• Actively participate in projects focused on the following service offerings: Finance Performance Improvement, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Program/Project Management
• Participate actively in the team’s work on a project (i.e. “roll up your sleeves” and work with the team)
• Interact directly with managers and partners on matters related to client and engagement management
• Strengthen existing client relationships by providing outstanding client service
• Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
• Invest in professional development through active participation in training sessions and networking events both internally and externally
• Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
• Demonstrate excellent team skills, positive attitude and high ethical standards

Senior Consultant, Accounting and Finance Advisory Services

• Provide various federal tax compliance and consulting services
• Deliver tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations
• Participate in tax research and assist with IRS responses
• Collaborate with leaders on special projects regarding taxation
• Communicate with specialty tax practices and learn from on-the-job coaching
• Network and build strong internal and client relationships

Senior Tax Associate – NFP

• Identify and build customs and trade opportunities both internally and externally
• Advise U.S. and foreign companies on global import and export strategies and compliance
• Build up the Customs & Trade brand in the market
• Manage successful delivery and implementation of projects
• Prepare responses to client queries by undertaking customs and or excise technical research
• Advise clients on global trade advisory needs and global compliance requirements
• Develop and executive strategies to manage duty costs and risk of global trade, improve international trade compliance and increase the operational effectiveness of supply chains
• Stay current on global trade developments and work to develop new and innovative service offerings
• Assist in new business development while sustaining excellent client service by networking

Global Customs and Trade Advisory, Sr Manager

• Manage research and development (R&D) tax credit and deduction studies including client interviews, reviewing client data, developing client and industry specific tools and templates and preparing technical reports
• Research and draft technical memoranda related to R&D matters
• Provide audit defense assistance for clients being audited by the IRS or state taxing authorities
• Develop an understanding of the client’s business and become a functional expert in the 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 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

R&D Tax Manager

• 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

Risk Management Analyst

Senior Project Accountant – Client Accounting Services, Real Estate

Strategy & Transformation Manager – Engagement Lead

Senior Consultant, Tekion Implementation

IT Audit, Cybersecurity & Risk Consultant

Senior Consultant, Tekion Implementation

Manager, Practice Management – Consulting Services

Valuation Analyst – Real Estate Advisory

Seasonal Tax Manager

Senior IT Audit, Cybersecurity & Risk Advisory

Senior Consultant, Accounting and Finance Advisory Services

Senior Tax Associate – NFP

Global Customs and Trade Advisory, Sr Manager

R&D Tax Manager

Senior Tax Associate – Sales/Use