Consultant

• Provide guidance regarding LIHTC transaction structures.
• Assist with preparation and review of financial models.
• Prepare and/or review 50% Test and 95/5 Test calculations.
• Support investor due diligence and equity closing requirements.
• Assist with calculation of eligible basis, qualified basis, and applicable fractions.
• Support preparation of IRS Form 8609 documentation.
• Assist with preparation and review of cost certifications.
• Advise on compliance with IRS Section 42 requirements and tax credit regulations.
• Provide technical consultation related to bond-financed and RAD transactions.

LIHTC Development 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 the growth and development of team members and clients through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Invest in your professional development individually and through participation in firm wide learning and development programs.

Senior Consultant, Tekion Implementation

• Provide technical expertise related to implementation, configuration, and troubleshooting assistance with the deployment of the CrowdStrike Falcon Cloud Security platform and associated applications/modules
• Support modification of scripts to deploy Falcon Cloud Security solutions with Bash, PowerShell, CloudFormation and Terraform
• Troubleshoot customer deployment issues across small to large enterprises
• Utilize and engineer native and 3rd party software deployment technologies
• Develop scripts and processes around Falcon sensor deployment
• Plan and report software deployment status
• Work closely and collaboratively with customer information technology teams
• Provide mentorship and guidance to the Platform Professional Services team, fostering a culture of innovation and continuous improvement
• Conduct training sessions to promote the adoption of cloud platform best practices across the organization
• Leverage CrowdStrike applications to support customers in vulnerability and asset management
• Assist customers with the integration of CrowdStrike into existing tools
• Support both Incident Response and Compromise Assessment teams with deployment of Falcon modules, internal tools, and scripts required for collection of data
• Work closely and collaboratively with Platform Professional Services team to lead educational series for the Falcon Cloud Security and related applications
• Facilitate working relationship between product, engineering, and other cross-functional teams

Senior Consultant, Cloud – Platform Professional Services

• Responsible for providing subject matter expertise on the detection, identification, evaluation and escalation of Cyber Threats
• Provide expertise in the day-to-day operations related to threat research, triage, coordination and resolution
• Ensure all regulatory, contractual and internal security requirements are met
• Execute assigned tasks as part of an on-call rotation
• Manage security risks and threats by collaborating with other business units and agencies
• Communicate effectively with senior management and vendors to solve business/technical problems
• Provide targeting analysis in support of all source collection activities
• Respond to ad-hoc vulnerability and threat related queries from technology and business users

Cyber Intelligence Consultant

• Manage end-to-end trade workflows in Aladdin, proactively resolving issues, validating cash and positions, and reducing operational risk through targeted Excel/SQL checks.
• Apply strong understanding of the full trade lifecycle and downstream dependencies to ensure accurate execution and minimize exceptions.
• Utilize Aladdin Front Office tools—including OMS, pre-trade compliance checks, live blotters, exposure dashboards, and analytics—to manage orders and monitor real-time positions.
• Leverage Aladdin post-trade views such as allocation status, confirmation/matching queues, and settlement ladders to anticipate operational issues.
• Identify and escalate operational risks early, communicating effectively with Trading, Post-Trade Operations, and external counterparties.

Front Office Consultant

• Float Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset at multiple branch locations.
• Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.
• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Float Client Relationship Consultant 2 – Banker

• Collaborate with clients to test Fabric’s performance compared to on-premise systems and build robust data solutions
• Build and maintain Microsoft Fabric data pipelines supporting REST APIs, SQL Server sources, and file-based ingestion processes
• Develop and orchestrate Spark notebooks within Microsoft Fabric
• Implement Bronze, Silver, and Gold lakehouse patterns within OneLake environments
• Develop ingestion processes that accommodate schema drift and evolving source systems
• Build, test, and optimize ETL/ELT processes for performance, scalability, and maintainability
• Support the implementation of Direct Lake semantic model solutions and downstream analytics requirements
• Participate in Azure DevOps CI/CD processes, including Dev/Test/Prod promotion workflows
• Support metadata, lineage, and governance integrations within the broader data platform
• Collaborate closely with client engineers through paired development and knowledge-sharing activities
• Apply data engineering best practices related to testing, monitoring, documentation, and operational support

Senior Azure Data Consultant

• Develops profitable business account relationships and increased profitability from existing and new accounts.
• Identifies business opportunities based on knowledge of clients, markets, products and services.
• Makes sales presentations to existing and/or prospective clients informing them of benefits of using the organization's products and services to meet their needs.
• Implements and maintains an effective referral network and call program to promote sales

Business Card Consultant

• Responsible for leading and advancing the organization’s Payment Card Industry (PCI) compliance and assessment program through strategic risk management, independent oversight, and subject matter expertise
• Operates within a Second Line of Defense (2LOD) model, providing credible challenge, governance, and alignment to enterprise risk management objectives
• Serves as an expert responsible for driving PCI compliance strategy, influencing policy and control design, and ensuring the organization maintains regulatory alignment while enabling business outcomes
• Partners with stakeholders across business lines, technology, and risk functions to proactively identify risks, guide remediation, and strengthen the overall control environment

RCA PCI Consultant

• Partner with Operations, Product and delivery teams to prioritize execution and delivery of Value‑Added Services initiatives, aligned to strategic priorities and outcomes.
• Lead discovery and implementation of target-state operating models for VAS products and services
• Drive operational requirements and comprehensive impact assessments for VAS products/initiatives
• Partner with Payments Operations and Capability Leads to ensure operational readiness for the rollout of VAS products and services
• Lead cross‑functional discovery and refinement efforts, partnering with Product, Technology, and Operations teams to identify service opportunities, dependencies, and target‑state designs.
• Communicate complex business and execution requirements clearly to both technical and non‑technical stakeholders, including senior leadership.
• Oversee product delivery outcomes, ensuring services progress from concept through delivery in alignment with defined strategy and intended business results.
• Partner with cross‑functional teams to resolve strategic dependencies, trade‑offs, and alignment issues impacting product outcomes.
• Identify execution risks, gaps, and constraints, and proactively drive resolution, escalation, or trade-off decisions.
• Provide clear, concise executive reporting on strategy, progress, risks, and value realization.

Lead Business Execution Consultant – Value Added Services, Payments Transformation

• Lead workplace research and analysis, including occupancy, utilization, employee experience, and business requirements
• Synthesize qualitative and quantitative inputs into clear, actionable insights and recommendations
• Support strategic planning and master planning efforts across multiple markets, business lines, and asset types
• Apply consistent strategy methodologies while tailoring recommendations to specific building types, geographies, and use cases
• Translate project‑level findings into portfolio‑level insights and implications, including alignment to capital planning priorities
• Develop strategy frameworks, scenario analyses, and trade‑off evaluations to support enterprise decision‑making
• Partner with Finance and cross‑functional stakeholders to assess financial impacts and investment considerations
• Produce executive‑ready presentations, narratives, and materials for senior leadership and governance forums
• Translate complex data and research into clear, concise narratives for executive audiences
• Identify risks, dependencies, and interdependencies, and incorporate them into recommendation development
• Support development and evolution of workplace strategy frameworks, standards, and knowledge repositories
• Facilitate alignment across stakeholders by coordinating inputs and ensuring consistency in strategy and messaging
• Support governance processes by providing structured insights and clear recommendation pathways

Lead Workplace Strategy and Execution Consultant

• Advise clients on tariff classification, valuation, country of origin, and free trade agreement qualification, and draft CBP Binding Ruling Requests.
• Support compliance activities including verifications, post-entry corrections, and coordination with CBP and Partner Government Agencies.
• Prepare scope of work proposals, identify client risks and refund opportunities, and assist with duty drawback coordination.
• Compile customs documentation, manage post-entry filings, and maintain logs for refunds, CBP requests, and entry status.
• Research and resolve supplemental duty bills and penalties, and generate reports to support trade operations.
• Contribute to business development by creating trade-related presentation content and participating in team huddles and process improvements.

Senior Trade Consultant – Customs Brokerage

• Responsible for the acquisition, expansion and retention of new Payment business, including Merchant, Treasury Management and Card products.
• Contact existing and prospective clients to provide consultative advice on the business cash conversion cycle, working capital management and internal processes to develop Payment business.
• Manage relationships with existing clients to ensure proper servicing and structure of accounts and to expand existing business.
• Conduct receivables and payables business operating cycle analyses for identified client and prospective client relationships.
• Provide consultative and insightful feedback to clients.
• Provide product/service recommendations to create process efficiencies and provide other business flow benefits to the client or prospect.
• Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
• Meet or exceed assigned sales and revenue goals and retention objectives.
• Build relationships in the community and engage with local organizations.

Treasury Management Payments Consultant

• Provide comprehensive compensation consulting services and develop, implement, and/or administer compensation programs
• Provide subject matter expertise and serve as a market expert regarding specific client market compensation issues
• Conduct job evaluations; analyze job responsibilities, activities, duties, requirements, and organizational structure and recommend internal job placement in the appropriate level, title, and FLSA classification
• Conduct market pricing, peer group selection, survey analyses, interpreting salary data, financial modeling, and special research projects
• Analyze data to determine the appropriate salary level and job title for existing and proposed positions
• Identify complex job matching and data issues and proactively consult with clients and key associates to determine the appropriate course of action
• Assist with more complex report and proposal writing related to describing and summarizing project objectives, methodologies, analysis and results, and proof for accuracy

Compensation Consultant

• Remote troubleshooting for clients: Diagnose and resolve client issues across AV, networking, control, lighting, and surveillance platforms using remote management tools
• Remote support for Daisy techs: Provide expert support for our internal Daisy Technicians when they are in the field
• Case creation and management: Open a case in Dynamics for every material interaction and either resolve and close, or assign to a branch with full context
• Client engagement: Build trust on every call
• Work order and booking: When a truck roll is required, create the work order, schedule the booking against branch capacity, and confirm details with the client
• Payment collection: Collect payment from clients over the phone using Daisy payment links
• DaisyCare / membership enrollment: Sign clients up for ongoing support programs
• Lead handling: Pre-qualify leads against the documented lead-management process and assign them to the appropriate branch sales contact
• Documentation: Capture clear, accurate notes for every case so the next person picking it up loses no context
• Continuous improvement: Surface gaps in processes, systems and training; help refine call-center processes as the function scales

Tech Support Consultant

• Provide comprehensive on-site and remote support to guide client projects, ensuring timely achievement of deliverables.
• Oversee day-to-day project delivery, including planning, scheduling, and resource allocation to meet objectives and client expectations.
• Consult clients to assess current workflows and configurations, identifying challenges and implementing effective solutions.
• Offer specialized knowledge in areas such as operations and automation, specialty pharmacy, consolidated service centers, home infusion therapy, pharmacy benefit management, supply chain, revenue cycle, 340B optimization, and ambulatory strategy.
• Serve in short-term on-site leadership roles for key clients as necessary, providing strategic direction and support.

Specialty Consultant

• Manage large-scale engagements by coordinating multiple internal and external resources, managing resources and budgets, and ensuring alignment across workstreams while maintaining accountability for deliverables and deadlines.
• Engage clients effectively through structured meetings and presentations, providing intentional leadership and delivering insights that drive action across all stakeholder levels/groups.
• Translate client needs and priorities from and/or into defined scopes, approaches, and deliverables that drive alignment between client expectations and company success.
• Conduct tasks and projects for external clients, including program reviews, fundraising strategy development and implementation, board development, campaign counsel, and other services as needed.
• Plays a key role in project management as well as risk management, proactively identifying challenges and implementing mitigation strategies to ensure smooth project execution and client satisfaction.
• Responsible for business development efforts, including identifying new opportunities, cultivating long-term and new client relationships, drives company provided leads as seller or subject matter expert and supports overall business development processes.
• Model and reinforce the company’s ethos high-performance, growth-mindset and serving and championing brand and market presence.
• Meet annual productivity goals by delivering high-quality client work efficiently and identifying and extending client work.
• Collaborate regularly with internal team members and clients to ensure delivery of cohesive and quality work products on deadline.
• As opportunities are provided, create written content, and engage in speaking opportunities to promote expertise in philanthropy through firm and industry publications, conferences, or events.
• Participate in ongoing internal activities as a productive and active member of the company. These may include orientation and ongoing training, firm-wide client review meetings, and other skill-building activities.
• Other duties as assigned.

Philanthropic Consultant

• Answer calls and emails promptly from clients who are requesting new travel arrangements or changes to existing itineraries.
• Utilize Sabre to book and issue airline, hotel, car, and other reservations, accurately and efficiently.
• Maintain sufficient account knowledge to assist clients without delay.
• Check queues daily to ensure accuracy and that all issued tickets are complete.
• Maintain service non-stop programs such as preferred vendors, Waiver/Favors, RezCritiques, and Vacation Referrals.
• Provide travel expertise to clients.
• Send quotes for international travel; break rules down to see if there are restrictions or are non-refundable, understand open skies and FAA rules.
• Meet KPIs as outlined by management (e.g., productivity, transactions, etc.), including maintaining consistent attendance and adherence to the schedule.
• Communicate with airlines on flight changes, seating, and upgrades and provide updates to the client as needed.
• Follow ADTRAV policies, procedures, and approved workflows on how to service travelers.
• Provide excellent customer service in every interaction with travelers. Show empathy and be able to identify and solve traveler issues.
• Communicate effectively with other agents and employees to solve problems, gather information, and service travelers.
• Become knowledgeable in ADTRAV's industry and customer base.
• Participate in ongoing training to continuously build knowledge and skills in the industry.
• Represent ADTRAV by embracing the company values and maintaining effective working relationships with employees, partners, vendors, and clients.
• Adhere to company policies and procedures.
• Other duties as assigned.

Travel Consultant – Corporate International/Complex

Travel Consultant – After Hours/Evenings/Weekends

• Drive strategic growth for ERM’s air quality services.
• Lead high-value projects that shape environmental compliance and climate adaptation.
• Build lasting client relationships and deliver innovative solutions that exceed expectations.
• Mentor and inspire the next generation of air quality professionals.
• Develop and execute strategic market plans to grow ERM’s air quality services.
• Lead complex air permitting and compliance programs for industrial clients.
• Serve as a trusted advisor, ensuring clients maintain maximum operating flexibility.
• Manage project deliverables, budgets, and schedules with precision.
• Expand ERM’s profile through technical excellence and business development.
• Mentor junior and mid-level staff, fostering technical and leadership growth.
• Collaborate globally to deliver innovative air quality solutions.
• Support cross-selling of ERM’s broader service offerings.

See all jobs on JobTailor