Baker Tilly US

• Provide compliance and consulting services to high-net-worth individuals, affluent families, family offices, private businesses and investment entities
• Prepare and review complex individual, trust, estate, gift and state tax returns and international disclosures
• Analyze international holdings for disclosure purposes
• Assist clients with planning around foreign assets and minimizing global taxation
• Deliver proactive tax planning and strategic consulting involving federal estate, gift, charitable planning and generation-skipping tax
• Keep current with trends, developments and technical authorities and apply them to complex situations
• Network and build strong internal and external client relationships
• Support team member growth through the Baker Tilly Care and Teach philosophy

Senior Tax Associate – Private Wealth International

• Provide tax, accounting, and advisory services to individuals and small business clients, specifically in trust and estate tax
• Oversee accounting, bookkeeping, and prepared or compiled financials
• Review and analyze accounting records and reporting; provide analysis and consultation
• Communicate with clients about accounting and business matters
• Deliver responsive, timely, professional, and accurate client service
• Lead and plan client engagements
• Evaluate client-service and implementation processes and procedures; implement efficiencies and identify internal control issues
• Recommend business and process improvements based on client operations, processes, and objectives
• Manage and build client relationships; resolve client issues and assist with additional services
• Delegate and oversee work by setting goals, providing resources, removing obstacles, and scheduling deadlines
• Maintain current knowledge of local, state, and federal tax practices and laws
• Assist with engagement staffing, billings, collections, and client profitability targets
• Network and build relationships internally, externally, with clients, and with the community
• Participate in professional development and firm-wide learning programs
• Support team-member growth through the Baker Tilly Care and Teach philosophy

Tax Manager – Trust and Estate

General

• Provide buy-side and sell-side due diligence and transaction advisory services to clients
• Interact directly with Partners on client and engagement management matters
• Gather data, review documents, and prepare quality of earnings reports
• Research and perform financial analysis of target companies
• Conduct due diligence for buy-side, sell-side, and corporate finance transactions
• Communicate with clients to ensure exceptional client service
• Participate in firm marketing and recruiting activities
• Advance within the transaction advisory services group

Senior – Transaction Advisory Services, Health Care

Manager

• Provide buy-side and sell-side financial due diligence and transaction advisory services
• Gather data, review documents, and prepare quality of earnings reports
• Research and perform financial analysis of target companies primarily in the health care space
• Conduct due diligence for buy-side and sell-side transactions
• Communicate with clients to ensure exceptional client service
• Participate in firm marketing and recruiting activities
• Network and build strong internal and external relationships with clients and the community
• Invest in individual professional development and firm-wide learning programs
• Support team-member growth and development through the Baker Tilly Care and Teach philosophy
• Work side-by-side with firm leadership to serve clients and build the business

Manager – Transaction Advisory Services, Health Care

• Provide buy-side and sell-side due diligence and transaction advisory services to clients
• Interact directly with Partners on client and engagement management matters
• Gather data, review documents, and prepare quality of earnings reports
• Research and perform financial analysis of target companies
• Conduct due diligence for buy-side, sell-side, and corporate finance transactions
• Communicate with clients to deliver exceptional client service
• Participate in firm marketing and recruiting activities
• Support career development and advancement within the transaction advisory services group

Senior, Transaction Advisory Services – Health Care

• Provide tax, accounting, and advisory services to small business clients
• Oversee accounting, bookkeeping, and prepared or compiled financials
• Review and analyze accounting records and reporting with clients
• Provide analysis and consultation and discuss accounting and business matters with clients
• Deliver responsive, timely, professional, and accurate customer service
• Lead and plan client engagements
• Evaluate client-service and implementation processes and procedures
• Implement efficiencies and identify internal control issues
• Recommend business and process improvements based on client operations, processes, and objectives
• Manage and build client relationships and resolve client issues
• Assist team leaders with researching and providing additional client services
• Delegate and oversee work by setting goals, providing resources, removing obstacles, and scheduling deadlines
• Maintain current knowledge of local, state, and federal tax practices and laws
• Assist with engagement staffing, billings and collections, and client profitability targets
• Network and build relationships internally, externally, with clients, and with the community
• Participate in firm-wide learning and development programs
• Support team-member growth through the Baker Tilly Care and Teach philosophy

Tax Manager – NFP

Human Resources

• Provide professional, outsourced HR and HR consulting services to multiple clients across varying industries
• Manage daily HR and administrative functions for clients
• Prepare, process, and run payroll according to client payroll schedules
• Maintain data integrity in the HRIS / payroll system
• Perform full-cycle recruitment services, including applicant tracking, interviewing, and reference/background checks
• Respond to internal and external HR-related inquiries through the dedicated Advantage HR mailbox
• Build relationships with clients and employees as a trusted HR resource through clear and consistent communication and timely execution of deliverables

Senior HR Consultant

Payroll

• Ensure client payroll information is accurate within their specific payroll system and resolve discrepancies
• Review and/or process payrolls to meet client deadlines, including updating employee records, calculating/paying bonuses or severance, reviewing federal and state income tax calculations, and reconciling payroll deposits, tax withholdings, and wage garnishments
• Prepare reports of employee earnings, taxes, deductions, and employer contributions for social security and unemployment
• Establish trusted client relationships and consult on payroll matters
• Maintain confidentiality of employee data
• Convey detailed information in written and verbal formats
• Provide technical software support to clients
• Identify and capture out-of-scope work and new service opportunities
• Support implementation teams as needed
• Interview clients to understand payroll needs
• Manage new client implementation projects through timely completion and client satisfaction
• Train clients on payroll processes
• Serve as a resource to new or less experienced staff and provide timely feedback
• Share insights and lessons learned to build team capabilities
• Research and maintain product knowledge on ADP software platforms
• Maintain current knowledge of local, state, and federal practices and laws

Senior Outsourced Payroll Specialist

• Ensure client payroll information is accurate within their specific payroll system and resolve discrepancies
• Review and/or process payrolls to meet client deadlines, including updating employee records, calculating/paying bonuses or severance, reviewing federal and state income tax calculations, and reconciling payroll deposits, tax withholdings, and wage garnishments
• Prepare reports of employee earnings, taxes, deductions, and employer contributions for social security and unemployment
• Establish trusted client relationships and consult on payroll matters
• Maintain confidentiality of employee data
• Convey detailed information in written and verbal formats
• Provide technical software support to clients
• Identify and capture out-of-scope work and new service opportunities
• Support implementation teams as needed
• Interview clients to understand payroll needs
• Manage new client implementation projects through timely completion and client satisfaction
• Train clients on payroll processes
• Support and provide feedback to new hires and less experienced staff
• Share insights and lessons learned to build team capabilities
• Research and maintain knowledge of ADP software platforms
• Maintain knowledge of local, state, and federal practices and laws

Senior Specialist, Outsourced Payroll – ADP WFN

Director

• Lead and manage multiple family office client engagements, ensuring exceptional client service and timely delivery
• Develop and maintain relationships with ultra-high-net-worth individuals, family offices, and trusted advisors
• Leverage an established private wealth network to identify and cultivate new business opportunities
• Drive business development activities, including networking, referral generation, and cross-selling firm services
• Advise clients on family office operations, accounting, reporting, and governance matters
• Oversee engagement planning, staffing, budgeting, and risk management
• Mentor and develop team members while fostering a collaborative, high-performing culture
• Collaborate with tax, advisory, and wealth management professionals to deliver integrated client solutions

Director, Family Office Managed Services

Associate

• Support audit and assurance engagements and develop understanding of clients’ businesses, industries, financial reporting processes, and assurance needs
• Perform audit procedures, including gathering and analyzing financial information, substantive testing, and control testing
• Prepare workpapers documenting procedures, evidence, results, and conclusions according to firm methodologies and professional standards
• Use firm-approved audit, data analysis, workflow, and collaboration technologies
• Collaborate with engagement team members and clients to obtain information and resolve routine questions
• Complete assigned work accurately and on time, communicating progress, questions, and potential issues
• Apply coaching and feedback to strengthen technical knowledge, professional judgment, business acumen, and work quality
• Maintain confidentiality of client and firm information
• Participate in special projects and perform other duties as assigned

Audit Associate

• Lead and expand Baker Tilly’s public sector fiscal resiliency service offering
• Develop and execute the national strategy for the Public Sector Fiscal Resiliency practice
• Establish Baker Tilly as a market leader in fiscal sustainability, long-range financial planning, and fiscal resiliency advisory services
• Drive growth through new client acquisition, market expansion, and strategic account development
• Identify emerging trends impacting local governments, special districts, utilities, and other public-purpose organizations
• Expand and commercialize fiscal resiliency service offerings
• Develop scalable solutions for long-range financial planning, fiscal sustainability planning, revenue and expenditure strategies, financial policy development, structural deficit analysis, and budget strategy and transformation
• Collaborate across organizational performance, workforce planning, utility consulting, governance, grants, and operational improvement practices to create integrated client solutions
• Develop and maintain executive-level relationships with public sector executives
• Originate and lead complex advisory engagements
• Lead strategic pursuits, proposals, presentations, and business development initiatives
• Represent Baker Tilly as a thought leader through conferences, publications, research, and professional associations
• Develop strategic partnerships to enhance market reach and growth
• Recruit, develop, and retain fiscal advisory talent
• Lead a scalable national team delivering consistent, high-quality services
• Mentor emerging leaders and establish growth pathways
• Establish practice goals, performance metrics, and growth plans
• Identify opportunities for repeatable and technology-enabled service offerings
• Collaborate with marketing and firm leadership to strengthen brand recognition and thought leadership
• Support strategic initiatives across Baker Tilly’s Public and Non-Profit Consulting Practice

Managing Director, Public Sector – Fiscal Resiliency

• Lead and expand Baker Tilly's nationally recognized municipal utility finance and advisory platform
• Develop and execute a national growth strategy for the municipal utility advisory practice
• Establish Baker Tilly as a recognized market leader in utility finance, rates, financial planning, and strategic advisory services
• Drive growth through new client acquisition, geographic expansion, strategic account development, and collaboration across existing client relationships
• Define priority markets, client segments, service offerings, and investment needs for sustainable national scale
• Monitor emerging financial, regulatory, operational, infrastructure, technology, and workforce trends affecting utilities
• Expand and connect utility advisory offerings into a cohesive, scalable national platform
• Develop repeatable methods, tools, models, and client solutions across utility types and geographies
• Lead or oversee utility rate studies, rate design, cost-of-service and revenue requirement analysis, long-range financial planning and forecasting, capital funding and financial strategy, scenario analysis, affordability, financial sustainability, strategic planning, performance management, benchmarking, organizational alignment, and regulatory and financial advisory services
• Collaborate across disciplines to create integrated client solutions
• Develop and maintain executive-level relationships with utility general managers, chief financial officers, finance directors, utility directors, boards, regulators, and other industry leaders
• Originate, shape, and lead complex utility advisory engagements
• Lead strategic pursuits, proposals, presentations, and account development efforts
• Represent Baker Tilly through industry conferences, professional associations, publications, research, and thought leadership
• Serve as an executive advisor to utility leadership teams and governing bodies
• Provide technical direction and quality oversight for complex engagements
• Communicate complex financial and operational issues in clear, decision-ready terms
• Recruit, develop, and retain utility advisory talent
• Build and leverage a scalable national team and mentor emerging leaders
• Establish practice goals, performance measures, investment priorities, growth plans, delivery standards, quality-control practices, pricing approaches, and resource models
• Identify repeatable, technology-enabled, and potentially recurring advisory offerings
• Collaborate with marketing and firm leadership to strengthen market visibility and thought leadership
• Support strategic priorities across Baker Tilly's Public and Non-Profit Consulting practice

Managing Director, Municipal Utility Advisory Practice

IT Support

• Lead Baker Tilly’s enterprise architecture function and establish the architectural and governance foundation for technology, data, and AI
• Report directly to the Chief Digital & Information Officer and serve as the senior authority for enterprise architecture
• Integrate Enterprise Architecture, Data Governance, and AI Governance into one enterprise capability
• Define enterprise technology architecture, principles, standards, target-state roadmaps, patterns, and guardrails
• Own enterprise Data & AI Governance, including data standards, responsible AI, AI approval, architecture compliance, lifecycle management, and production readiness
• Steward enterprise data architecture, data foundation, systems of record, data contracts, integration patterns, interoperability, and BTID
• Establish architecture governance and production-readiness requirements across scalability, deployment, integration, resilience, security, observability, supportability, and operations
• Partner with the AI Product Group to maintain architectural boundaries, enterprise standards, governance, production gates, and enterprise integration
• Reduce technology complexity through standardization, reuse, platform leverage, application rationalization, and modernization
• Advise senior leadership on architecture choices, technology investments, technical debt, modernization priorities, risks, and opportunities
• Build and lead a high-performing Enterprise Architecture and Governance organization and architecture community of practice
• Mature technology, data, and AI governance for public-company and IPO readiness, including controls, evidence, auditability, accountability, and traceability
• Partner with Finance, Internal Audit, Risk, Legal, Privacy, Security, Compliance, Operational IT, Business Technology, and service-line technology teams
• Establish risk-tiered governance pathways for innovation and AI while maintaining appropriate oversight
• Measure success through reuse, simplification, risk reduction, delivery enablement, governance effectiveness, and business outcomes

Managing Director – Enterprise Architecture, Data & AI Governance

• Provide professional outsourced HR and HR consulting services to multiple clients across varying industries
• Manage daily HR and administrative functions for clients
• Prepare, process, and run payroll according to client payroll schedules
• Maintain data integrity in the HRIS/payroll system
• Perform full-cycle recruitment for positions across all levels, including applicant tracking, interviewing, and reference/background checks
• Respond to internal and external HR-related inquiries through the dedicated Advantage HR mailbox
• Build relationships with clients and employees as a trusted HR resource through clear communication and timely execution of deliverables