Baker Tilly US

• Advise high-net-worth individuals on state residency and domicile matters, including residency changes, documentation, and tax implications
• Lead and manage state residency and individual income tax audits and controversies
• Respond to information document requests and prepare factual and technical positions, correspondence, protests, and administrative appeals
• Advise clients on multistate individual income tax matters, income sourcing, compensation, liquidity events, business transactions, asset sales, and tax credits
• Serve as a SALT resource to the Private Wealth practice and coordinate with federal, estate and gift, trust, business tax, and other specialists
• Research complex state tax issues and monitor legislative and regulatory developments
• Contribute to technical memoranda, client communications, articles, presentations, webinars, and thought leadership
• Support business development through opportunities, client and referral relationships, proposals, presentations, and prospective engagements
• Maintain client communication, manage expectations, and deliver exceptional client service
• Manage consulting and controversy engagements, including scope, staffing, scheduling, budgets, billings, collections, deadlines, and engagement economics
• Review and coach associates and senior associates, providing technical feedback and supporting professional development

State & Local Tax Manager – Income Tax & Residency

• Serve as a senior strategic advisor to high net worth individuals, families, business owners, executives, and family offices on significant state income tax matters
• Lead complex residency, domicile, and multistate individual income tax planning, audits, appeals, and controversies
• Provide executive-level quality and risk oversight for significant engagements
• Partner with Private Wealth leaders to deliver residency and state income tax services nationally
• Identify opportunities within the existing client base and lead business development and revenue growth
• Build and maintain referral networks with attorneys, wealth advisors, family offices, investment professionals, bankers, and other advisors
• Lead prospective client meetings and proposals, develop engagement strategies and pricing, and convert opportunities into long-term relationships
• Establish market presence through thought leadership, speaking engagements, webinars, conferences, and technical publications
• Monitor legislative, regulatory, administrative, and judicial developments and help establish technical positions and client messaging
• Improve practice methodologies, technical resources, engagement approaches, documentation standards, and quality control processes
• Maintain executive oversight of significant client relationships and engagements
• Provide strategic direction to Senior Managers and Managers
• Develop emerging leaders through coaching and mentoring
• Participate in recruiting, retention, performance management, promotion, succession planning, and talent initiatives
• Collaborate with SALT and Private Wealth leadership on strategic planning, resource needs, investments, market opportunities, and revenue goals
• Represent Baker Tilly in the marketplace and strengthen its reputation in complex residency and state income tax matters

State and Local Tax Director – HNW/Private Wealth

Consultant

• Lead advisory and assessment engagements
• Conduct gap analyses
• Write system security plans, policies, procedures, and other required documents
• Evaluate and assess evidentiary artifacts and determine whether they sufficiently meet controls
• Document control test results based on FedRAMP-defined test case procedures
• Assist in completing the Security Assessment Plan, Security Assessment Report, and Risk Exposure Table
• Conduct stakeholder interviews, security boundary discussions, and control walkthroughs with clients to verify control implementation status
• Apply strong knowledge of FedRAMP, GovRAMP, and NIST
• Provide exceptional client service
• Work with clients, teammates, and leadership in a dynamic IT risk advisory practice

Senior FedRAMP Consultant

• Support preparation of R&D tax credit studies by organizing and analyzing client data
• Assist with documentation, participate in client interviews, and contribute to technical reports and project deliverables
• Assist with technical research and preparation of memoranda related to R&D tax credit matters
• Develop and improve client- and industry-specific tools, templates, and supporting documentation
• Support cost segregation project planning and review construction and fixed asset information
• Prepare supporting workpapers and documentation for cost segregation studies
• Conduct technical research and assist with tax credit and incentive consulting
• Support research and preparation of technical memoranda related to fixed asset matters, including Section 179D
• Help clients identify and evaluate federal, state, and local tax credits and incentives
• Gather, organize, and analyze client information for eligibility evaluations and tax credit claims
• Prepare supporting documents, workpapers, and other client deliverables
• Participate in client and internal team meetings

Tax Credits & Incentives Intern

Accounting Manager

• Serve as a Senior Accounting Associate for multiple clients across the country in a cloud-based environment
• Prepare and deliver monthly financial reporting packages for assigned properties
• Maintain accounting records for ownership entities holding real estate assets
• Monitor compliance with ownership, debt and other agreements
• Prepare monthly annualized income and expense projections to support cash flow management and investor approval decisions
• Prepare and analyze periodic excess net cash flow distribution calculations
• Prepare journal entries for acquisitions, dispositions and financings
• Prepare data supporting annual financial statement audits and tax returns
• Assist with preparation and review of annual budgets
• Work with Property Management on tenant reconciliation settlements for operating expenses, real estate taxes and utilities
• Input and set up new leases and lease renewals in property management software
• Network and build relationships with clients and internal teams
• Support team member growth through the Baker Tilly Care and Teach philosophy
• Handle accounting matters for commercial, retail and hospitality assets

Senior Associate – Client Accounting Services, Real Estate

• Serve as a firmwide resource for accounting methods-related matters
• Lead a wide range of accounting methods issues and projects
• Conduct in-depth technical research and analysis of complex accounting method matters
• Research and interpret statutes, regulations, administrative guidance, case law, and other authoritative sources
• Develop technically sound positions and practical recommendations tailored to clients
• Monitor and evaluate new and proposed tax legislation, regulations, administrative guidance, and judicial decisions
• Assess potential impacts on clients and the firm’s tax practice
• Serve as a national technical resource for practice leaders, subject-matter specialists, and client-facing teams
• Network and build strong internal and external relationships
• Develop connections in the tax intelligence community and raise Baker Tilly’s public profile
• Support the growth and development of team members in accounting methods
• Draft and review tax alerts, technical updates, articles, presentations, and thought-leadership materials
• Develop and deliver technical training, webinars, and educational programs
• Build and maintain relationships across service lines, practice offices, and engagement teams

Tax Managing Director, Accounting Methods

• Deliver state and local tax advisory and compliance services to clients
• Conduct research and prepare memoranda on SALT issues for individuals, corporations, and flow-through entities
• Assist with M&A due diligence and voluntary disclosure programs
• Assist with various tax compliance matters
• Work on sales and use taxes, realty transfer taxes, income/franchise taxes, gross receipts taxes, real and personal property taxes, excise taxes, local taxes, and unclaimed property
• Address issues and questions for internal clients and potential prospects
• Participate in intern orientation, technical training, and development programs
• Learn through real work engagements and on-the-job training
• Learn from associates, seniors, managers, and partners across industries and services
• Build professional relationships while gaining practical experience
• Demonstrate performance and ability to join Baker Tilly as a full-time associate

State & Local Tax Intern

Principal

• Grow and manage the New York-based Valuation Consulting team
• Develop an area of valuation expertise
• Manage and perform consulting engagements
• Network and build internal and external relationships, especially with private equity firms
• Acquire new repeat referral sources, clients, projects and revenue
• Collaborate with other offices and industry groups to manage and develop consulting practices
• Attend valuation industry trade shows and conferences
• Participate in firm-wide marketing and sales programs
• Develop training programs for existing clients and prospects
• Present topics at valuation seminars and webinars
• Write or co-author articles for valuation publications and periodicals
• Develop and participate in public speaking opportunities
• Provide project management and practice development using technical knowledge
• Manage cross-functional teams and ensure client profitability targets are met
• Support the growth and development of team members
• Work with firm leadership to serve clients and build the valuation business

Valuation Principal

General

• Provide due diligence and transaction advisory services to clients with complex financial needs
• 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
• Pursue career development and advancement within the transaction advisory services group

Senior – Transaction Advisory Services

Financial Planning and Analysis

• Lead complex financial modeling engagements, including integrated 3-statement models, cash flow models, and scenario analyses
• Translate client objectives into structured analytical approaches, including key drivers, assumptions, and outputs
• Evaluate business initiatives and financial alternatives, including capital raises, recapitalizations, acquisitions, and organic growth strategies
• Support transaction-related engagements through pro forma models, deal-structure analysis, and evaluation of stakeholder outcomes
• Develop and oversee scenario and sensitivity analyses to assess risks, constraints, and key value drivers
• Support the design and implementation of forecasting processes, budgets, and management reporting frameworks
• Review and refine financial models, analyses, and client deliverables for accuracy, clarity, and usability
• Manage day-to-day engagement execution, including timelines, deliverables, and coordination with internal team members
• Communicate findings and recommendations to client stakeholders, including senior management, investors, and lenders
• Mentor and develop junior team members, providing guidance on modeling, analysis, and professional development

Manager, Corporate Finance Advisory

• Lead global client service teams across capital markets and SPAC transactions; SEC/SEBI reporting and compliance; financial accounting and reporting; GAAP conversions; transaction accounting for acquisitions, carve-outs, and restructuring; accounting change including revenue recognition and lease accounting; and accounting policy manuals and technical accounting memorandums
• Organize and provide technical training
• Lead Associates and Seniors on client engagements and provide high-quality delivery
• Manage people and performance
• Conduct trainings for team members on accounting and reporting concepts

Senior Associate, Accounting Advisory

Security Engineer

• Work closely with client executives and management teams to understand businesses and assist in identifying and managing financial and operational risks within business systems
• Develop in-depth knowledge of clients’ businesses and industries through direct client interaction across multiple engagement aspects
• Think independently and strategically about client businesses, systems, and risks, providing recommendations for business and process improvements
• Assist with implementation of new processes and controls addressing key risks
• Assess, manage, and optimize information technology risk across cybersecurity, IT strategy and governance, regulatory and compliance requirements, and business continuity
• Review client processes and controls against industry frameworks, identify design and execution gaps, and communicate issues and recommendations
• Assist in developing audit programs and executing internal audits and IT control assessments covering IT governance, IT operations, business continuity, disaster recovery, cybersecurity, third-party risk, ITGC and application controls, SOC reporting, and regulatory requirements
• Draft executive summaries and final client reports and document and review engagement work papers
• Act as a business advisor, build client relationships, and communicate effectively to provide superior client service
• Facilitate professional presentations to internal and external audiences
• Develop knowledge and experience with technology environments, platforms, applications, and tools/utilities
• Network and build strong internal and external client relationships
• Support team member growth and development through the Baker Tilly Care and Teach philosophy

Senior IT Audit, Cybersecurity – Risk Consultant, SOC focus

• Provide tax advocacy and controversy services on civil matters
• Represent clients for IRS notice responses, penalty abatement requests, and other IRS negotiations
• Advocate on clients' behalf before IRS collections and all 50 state tax agencies
• Respond to IRS and other tax authority inquiries when requested
• Make recommendations to clients for consideration
• Participate actively in internal and external training sessions and networking events
• Deliver industry-focused advisory services to market clients
• Work face-to-face with clients to negotiate and advocate for IRS and state tax matters
• Collaborate with teammates, leadership, and internal and external clients

Senior Tax Associate – Advocacy & Controversy

Manager

• Assume responsibility for all project phases and work directly with clients to accomplish project objectives.
• Demonstrate significant expertise with SDLC for a project/program management office supporting technical project managers.
• Apply technical and functional skills to evaluate and implement packaged software solutions.
• Develop and execute methodologies and solutions specific to the government contracting industry.
• Assist in identifying new business opportunities through methodology and tool development, proposal participation, market research, and other internal initiatives.
• Deliver exceptional client service in all client interactions and projects.
• Communicate effectively internally and with clients, including executive-level stakeholders.
• Manage day-to-day project activities, establish appropriate leverage on project teams, and assign/manage responsibilities.
• Coach, mentor, and provide performance counseling to consultants, clients, and project team members.
• Contribute to general Consulting Practice management and develop/implement a personal professional and practice development plan.

GovCon Technology Manager, Deltek Costpoint Experience

• Assume responsibility for all project phases and work directly with clients in accomplishing project objectives
• Demonstrate significant expertise with SDLC for a project/program management office to support technical project managers
• Employ technical and functional skills around the evaluation and implementation of packaged software solutions
• Develop and execute methodologies and solutions specific to the government contracting industry
• Assist in identification of new business opportunities, including development of new methodologies and tools, participation in proposal opportunities, market research, and other internal initiatives
• Deliver exceptional client service in all client interactions and projects
• Communicate effectively, both internally and to clients, including those at an executive level
• Manage day-to-day project activities; establish appropriate leverage on project teams and assign/manage project responsibilities to team members
• Provide coaching, mentoring and performance counseling to consultants, clients and project team members
• Contribute to the general management of the Consulting Practice and develop and implement a personal plan for professional and practice development