Baker Tilly jobs in Austin, TX - 112 jobs

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? If yes, consider joining Baker Tilly (BT) as a Supply Chain Manager in our Development Advisory practice! This is a great opportunity to be a valued leader in one of our most dynamic markets. You will work side-by-side with firm leadership in Enterprise Solution and Services to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized * You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance * You have a passion for supply chain management * You are a team player with strong communication skills and desire to work collaboratively with others to meet client needs * You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together. * You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow. What you will do: * Assist in leading client engagements and work streams related to supply chain and operational improvement projects * Assist in leading highly skilled client / work teams throughout project lifecycles by leveraging supply chain approaches, frameworks, and ensuring timely execution of project deliverables * Support acquisition operations, demand management, integrated planning, fulfillment, and warehousing engagements * Apply risk management methodologies and problem resolution techniques in the area of supply chain practices * Execute process transformation, measurable improved operational performance, and organizational restructuring * Manage diverse collection of programs requiring supply chain capability development / supply chain management * Support Baker Tilly's Global Customs and Trade and IRA teams by expanding our services tied to supply chain analysis * Execute analytical methodically to help solve various problems and make a true impact across various domains and industries * Analyze data for trends and patterns, and Interpret data with a clear objective in mind * Communicate solutions to stakeholders and implement improvements as needed to operational systems Successful candidates will have: * A minimum of six (6) years of experience providing services related to Supply Chain, Operational Restructuring, or Logistics * Bachelor's degree required * Knowledge of inventory optimization, logistics, demand planning / replenishment, transportation, sales, distribution, and operations * Demonstrated ability to understand financial information, budgets, program performance, and develop strategies to improve supply chain performance across operational areas * Strong project management skills * Ability to work in a dynamic, research-oriented group with several ongoing concurrent projects * Excellent analysis skills * Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required * Ability to engage effectively at the business and technical level, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current * Display accountability and commitment to quality and the timely completion of projects. * Must be willing to work nontraditional business hours for client demands * Ability to travel as needed

Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Position Summary: The Employee Relations Specialist manages a variety of responsibilities within the employee relations function of the human resources department, including handling a variety of complex employee relations and performance management cases, managing the process for leave of absence and accommodations, and helps facilitate the semi-annual performance check-in process. This position may also flex into other functional areas of HR in order to provide assistance and/or back-up support. The Employee Relations Specialist reports to the Employee Relations Manager. The firm has one available position in either Atlanta, GA, Austin, TX, Dover, OH, Long Beach, CA, or Portland, OR. Some positions at Novogradac may be open to remote or hybrid work arrangements depending on business needs. Please discuss available options with your recruiter. Essential Duties & Responsibilities: * Research and resolve a variety of complex employee relations and performance management issues/concerns for designated positions, with direction from the Employee Relations Manager and oversight from the Assistant Director of Human Resources. Recommend course of action from coaching to formal discipline to termination decisions. * Draft performance improvement plans, disciplinary actions and other types of communication/documentation for employee relations cases. * Conduct intake of employee concerns received by email, phone or via the company's case management system. * Coach leaders on effective communication techniques for employee issues. * Assist in the facilitation of the semi-annual performance feedback Check-In process for designated office(s) or client groups, including assisting with system set-up, supporting leaders in developing content/message, as well as conducting HR review and approval of feedback. * Responsible for administering the company's Leave of Absence (LOA) program, including providing required paperwork, tracking requests/approvals/return-to-work, case management, and maintaining confidential LOA files. * Responsible for managing requests for employee accommodations (ADA), including facilitating the interactive process between employee and manager as well as reviewing supporting documentation and identifying/recommending appropriate accommodations, as necessary. * Conduct exit interviews; assist in monthly tracking of turnover data. * May assist with internal investigations in response to concerns or complaints and recommend appropriate actions. * Act as witness or note-taker, when needed, for employee relations cases being managed by the Employee Relations Manager or Assistant Director of HR. * Assist in developing and presenting management development training courses. * Provide back-up support to the HR department for coverage or other special projects as needed. Knowledge, Skills, Abilities: * Display strong analytical skills, including the ability to gather information, conduct analyses, present findings, and create solutions. Must have superior skills in writing/documentation, assessing employee relations situations, take a coaching/collaborative approach, and recommend appropriate actions. * Excellent verbal and written communication skills, in particular the ability to analyze and interpret complex HR policies and law and translate them clearly to staff at all levels of the organization. * Complete work accurately with strong attention to details. * Ability to develop rapport with a variety of personalities, maintain a calm and professional demeanor during stressful situations, and effectively defuse escalated personnel situations. * Ability to effectively prioritize a fast-paced and varied workload, effectively manage a variety of concurrent and shifting priorities. * Ability to maintain strict confidentiality of sensitive work-related information. * Strong computer skills, including solid skill in the Microsoft Office suite (prefer advanced skill in Excel) and familiarity with a variety of HR software programs (Paychex Flex and Workday, preferred) * Able to work evenings and weekends based on position needs. Minimum Qualifications: Bachelor's degree in related area plus a minimum of 5 years of experience directly managing employee relations cases and 2-3 years of experience managing leaves of absence. HR Generalist and/or HRBP experience would be considered in lieu of specialized roles. Preferred Qualifications: Experience working in a multi-state organization. Prior experience working in a professional services firm. HRCI/SHRM certification is desirable. Why work with us? Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration. We are proud to offer: * Increased number of paid holidays per year * Competitive salaries with continuous review of market conditions * Flexible working hours and work arrangements * Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and development opportunities The benefits of joining our team * Strong growth opportunities * Competitive benefits package * 401(k) package with firm profit-sharing * Discretionary annual bonuses for eligible positions & CPA bonus plan * Strong emphasis on quality work-life integration * Dress for your day policy * Resources of a national firm * Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment * Compensation: $80,000 - $100,000 depending on experience. More is possible if experience dictates. Don't Meet Every Single Qualification? After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may still be the right candidate for this or one of our other roles. Get to know us better! We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. Ready to learn more? To be considered for this position, interested candidates MUST apply via our company website: ******************************* Commitment to Inclusion Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace. Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k). Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce. By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (****************************************************************************************** , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. We are seeking for a Senior Graphic Designer to join our team. The Senior Graphic Designer will have an opportunity to work remotely within the United States. The Senior Graphic Designer is responsible for designing and maintaining Cherry Bekaert's brand and visual identity standards. Create a wide range of marketing collateral and materials in collaboration with project owners and stakeholders from across the Firm. **As a Senior Graphic Designer, you will:** + Design layout and graphics for both internal and external content + Oversee design projects from conception to delivery + Procure stock images as needed + Assist with coordinating outside vendor materials as needed + Work with marketing and communication teams to understand project requirements. + Collaborate with other designers and departments to ensure cohesive visual messaging. + Ensure all designed content adheres to the Firm's brand guidelines. + Stay updated with the latest design trends and technologies. **What you bring to the role:** + Bachelor's degree in graphic design or related area + 5+ years in multimedia design. + Demonstrate technical skills working with Adobe Creative Cloud programs; including but not limited to Adobe InDesign, Adobe Illustrator, Adobe Photoshop, and Adobe XD. + Proficient in Microsoft Office Suite, especially PowerPoint and Word. + Operate in a Windows PC environment. + Experience working within a multi-approval process; communicating with multiple stakeholders on projects and deadlines to exceed expectations. + Experience working in a virtual office environment; collaborating across video/phone conferencing is preferred. + Strong portfolio showcasing a range of design skills. + Creativity and a keen eye for detail. + Excellent communication and teamwork abilities. + Strong time management and organizational skills. **What you can expect from us:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect + The opportunity to innovate and do work that motivates and engages you + A collaborative environment focused on enabling you to further your career growth and continuous professional development + Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing + Flexibility to do impactful work and the time to enjoy your life outside of work + Opportunities to connect and learn from professionals from different backgrounds and with different cultures **Benefits Information:** Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program (********************************** which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. **Pay Range:** $54,245 - $75,000 **About Cherry Bekaert** Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit ******************************* Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. ****************************************** contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

**Job Family** **:** Systems Engineering **Travel Required** **:** Up to 10% **Clearance Required** **:** None **What You Will Do** **:** + Managing endpoint devices via Azure Intune to ensure that all devices are updated with the appropriate configuration and security policies + Manage incoming escalated tickets from the Service Desk for end user support regarding their Guidehouse issued laptops as well as the supported applications and policies installed on those devices + Manage cases with Microsoft support and other vendors to drive solutions to technical issues + Ensure that endpoint devices are patched and maintained at a minimum patch level to address vulnerabilities, software updates, etc. + Deploy applications to endpoint devices via Microsoft Intune for laptops and mobile devices + Engage with the Guidehouse IT Architecture team on new projects and new implementations of policies to ensure the security of Guidehouse and Guidehouse client data + Attend regular calls to discuss vulnerabilities within the environment and plan for their remediation + Attend regular team calls and contribute to the success of the Endpoint team goals + Work well with others in the Endpoint team as well as other parts of the IT organization to drive success **What You Will Need** **:** + **Bachelor's Degree and minimum** **6 years ** **of experience OR** **12** **years of experience can be substituted for degree** + **Minimum of 6 years' experience with Microsoft Intune management methodologies regarding the security, application management, policy creation/management, health and monitoring of the service** + Ability to obtain a National Security Clearance or a U.S. Federal Government Public Trust + Ability to manage multiple projects and initiatives effectively and on time + Attention to detail and the ability to understand complex issues and drive them to resolution + **Demonstrated experience with scripting solutions using PowerShell** + Flexibility and agility when working on multiple tasks as urgent needs arise along with the ability to prioritize when multiple urgent matters arise + Excellent written and verbal communication skills with colleagues as well as leadership + Ability to work with others outside of IT and within IT within the framework of our Guidehouse RIISE principles + Ability to team well within the Endpoint team and other IT teams to drive solutions for the Guidehouse business **What Would Be Nice To Have** **:** + Experience with JAMF management for MacBooks + Experience in administrating BeyondTrust workstyles and configuration of policies + Experience PatchMyPC patch management solution + Experience with managing Defender policies + Experience with Qualys vulnerability management + Experience with Pharos serverless printing The annual salary range for this position is $106,000.00-$176,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. **What We Offer** **:** Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: + Medical, Rx, Dental & Vision Insurance + Personal and Family Sick Time & Company Paid Holidays + Position may be eligible for a discretionary variable incentive bonus + Parental Leave and Adoption Assistance + 401(k) Retirement Plan + Basic Life & Supplemental Life + Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts + Short-Term & Long-Term Disability + Student Loan PayDown + Tuition Reimbursement, Personal Development & Learning Opportunities + Skills Development & Certifications + Employee Referral Program + Corporate Sponsored Events & Community Outreach + Emergency Back-Up Childcare Program + Mobility Stipend **About Guidehouse** Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************ . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact ************************* . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. _Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee._

Dare to bring your unique perspective? At Novogradac, we value individuals who bring unique perspectives and bold ideas. If you're eager to contribute to an inclusive, innovative environment where your personal and professional growth is encouraged and supported, we invite you to explore this exciting opportunity with us. Position Summary: The Time & Billing Specialist performs a variety of accounting support functions in the Finance Department. This position assists with preparing and validating client invoices, maintaining client accounts, and reviewing employee time. This position will report to the Time & Billing Supervisor with oversight from the Assistant Controller. The firm has one available position in either Atlanta, GA, Austin, TX, Cleveland, OH, Dover, OH, Long Beach, CA, Portland, OR, or St. Louis, MO. Essential Duties & Responsibilities: * Maintain accuracy of client account data within the ERP accounting system. * Review employee and partner timesheets for accuracy, completeness, and adherence to firm policies. * Review client invoices for accuracy and distribute monthly invoices through mail and email. * Process time and billing adjustments. * Monitor and respond to internal and external inquiries in the support queue related to time entry, billing questions, and client account updates. * Create and process ad hoc invoices. * Process client credit card refunds. Download and report on client confirmation and credit card transactions. * Follow-up on client accounts that have non-deliverable addresses. * Prepare journal entries for accounts receivable adjustments, including payment transfers, client refunds, and write-offs. * Produce ad hoc reports related to time and billing. * Additional ad hoc duties and projects as assigned. Knowledge, Skills, Abilities: * Strong computer skills, including solid skills in the Microsoft Office suite, in particular with Excel, as well as experience using accounting software systems. * Excellent verbal and written communication skills. * Strong organizational and follow-through skills, performing work accurately with strong attention to detail. * Ability to meet deadlines and effectively prioritize a fast-paced and varied workload. * Sound understanding of financial concepts. Minimum Qualifications: Associate degree or college level coursework, preferably in accounting or finance, plus 1-3 years of related billing, accounts receivable or accounts payable experience and/or appropriate balance of education and work experience. Preferred Qualifications: Bachelor's degree in accounting and prior experience working in a professional services firm. Why work with us? Novogradac is committed to fostering a welcoming workplace where all employees feel valued and empowered to grow. We believe in offering a supportive, balanced work environment that encourages professional growth and work-life integration. We are proud to offer: * Increased number of paid holidays per year * Competitive salaries with continuous review of market conditions * Flexible working hours and work arrangements * Remote and hybrid opportunities * Inclusive workplace, providing strong professional growth and development opportunities The benefits of joining our team * Strong growth opportunities * Competitive benefits package * 401(k) package with firm profit-sharing * Discretionary annual bonuses for eligible positions & CPA bonus plan * Strong emphasis on quality work-life integration * Dress for your day policy * Resources of a national firm * Opportunities to engage with our active Employee Resource Groups (ERGs), affinity groups, and advance your career within a supportive, inclusive environment * Compensation: $43,000 - $51,000 depending on experience. More is possible if experience dictates. Don't Meet Every Single Qualification? After reviewing this job posting, are you hesitating to apply because you don't meet all the listed requirements? At Novogradac, we are dedicated to building a workplace supported by unique perspectives and experiences, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may still be the right candidate for this or one of our other roles. Get to know us better! We're Novogradac, a national certified public accounting and consulting firm headquartered in San Francisco. Founded in 1989, the allied group of Novogradac companies has grown to more than 800 employees and partners with more than 25 offices throughout the country. Novogradac is one of the nation's top 40 certified public accounting and consulting firms and is a recognized leader in real estate and community development. Novogradac provides publicly and privately held national enterprises with a full spectrum of audit, tax, valuation, expert witness and litigation support, property compliance and general consulting services and works extensively in the affordable housing, community development, historic preservation and renewable energy fields. Ready to learn more? To be considered for this position, interested candidates MUST apply via our company website: ******************************* Commitment to Inclusion Novogradac is committed to ensuring a fair and inclusive recruitment process, making reasonable accommodations to individuals with disabilities or special needs throughout the application process. We encourage applicants from all backgrounds, identities, and experiences to apply, as we believe that unique perspectives strengthen our ability to achieve excellence. At Novogradac, we offer a variety of Employee Resource Groups and Affinity Groups to provide all employees with opportunities to connect, collaborate, and support one another in the workplace. Novogradac & Company LLP offers a progressive work environment, competitive pay and an excellent benefits package including medical, dental, vision, paid time off, life/disability insurance, commuter flex accounts and a 401(k). Novogradac and Company LLP is an equal opportunity employer. Novogradac's culture is centered on education, acceptance, innovation and opportunity. We value diversity and respect the different perspectives that each of our employees bring to Novogradac no matter their age, race, religion, gender identity or sexual orientation. We are committed to creating an equitable and inclusive workplace for our entire workforce. By submitting an application with us, you are providing Novogradac with personal information. More information on how we use your personal information may be found in our Privacy Notice at Collection.

**Job Family** **:** Management Consulting, Sustainability Consulting **Travel Required** **:** Up to 50% **Clearance Required** **:** None Job Posting **_** Please note that this job posting is for a proposal of a potential client and is not reflective of an awarded job yet. In addition, we are only collecting resumes and interviewing based off the skillset and qualifications listed._** ******* **What You Will Do** **:** Guidehouse is seeking a Portfolio Manager to manage a portfolio of our Energy Efficiency/Electrification programs (multiple locations available). This position requires experience with developing and delivering Energy Efficiency (EE), electrification and/or decarbonization solutions as well as team and partner management of various functional groups (internal and external), client, and stakeholders. The Portfolio Manager will build and maintain relationships for our state and local government clients. This individual will also lead the planning and implementation of energy efficiency rebate programs. **Essential Job Functions & Responsibilities:** + Lead coordination with Guidehouse market teams and the national team to support the development of EE, electrification and/or decarbonization solutions that can be scaled across our the Guidehouse client base. + Support the development and shaping of opportunities in collaboration with the market teams to meet bookings goals + Lead development and pricing for solution (i.e., pre-sales calls, project scope definition, RFP responses, client presentations, statement of work development, resource planning, budget estimating (top-down and bottom-up) + Participate in the negotiation of contract and provide input to the market teams during SOW development and potential changes/enhancements to scope. + Direct and coordinate cross-functional teams (delivery, solutions, engineering, marketing, analytics, managed services, financial services, software development, partners) typically consisting of 20+ people as part of program execution. + Build, manage and maintain client relationship and expectations, work to resolve project issues, proactively identify project risks and make recommendations for resolution to ensure project success throughout the project lifecycle. + Develop relationships and/or manages sub-contractors or vendors including deliverables, resources and budgets. + Coordinate and lead internal and external meetings with internal teams, clients, partners and diverse stakeholders (all levels including leadership) + Ensure solution aligns with client program goals, and client needs/overall business objectives. + Provide leadership and mentoring to team members on project development and client management skills. + Provide ongoing feedback and input into future solution needs and enhancements. + Develop a comprehensive understanding of program design and delivery best practices both for efficient execution and proper budget management. + Forecast and track portfolio-level budgets while maintain a resource plan aligned with the budget to ensure goals are met. + Train teams on planning and implementation best practices for specific solutions **What You Will Need** **:** + Due to nature of client engagements, must either be a US Citizen or US Permanent Resident. + Bachelor's degree in a related field. + Director level hires will require 10+ years of total professional experience working in the energy industry and or state and local energy programs. + Total work experience should include program management and solution development experience for complex solutions such as EE, electrification, decarbonization and experience leading large complex project and multi-disciplinary teams. + Associate Director level hires will require 7+ years of total professional experience working in the energy industry and or state and local energy programs. + Solid understanding of energy efficiency measures for residential homes and multi-family housing. + Solid understanding of federal, state, or local rebate/grant programs for residential and/or multi-family end users. + Knowledge of low-to-moderate income energy or state/federal programs. + Knowledge of economic analysis in developing business cases for businesses to implement energy efficiency measures. + Demonstrated history of meeting and exceeding multi-million-dollar business development and managed revenue targets. + Demonstrated leadership experience in managing teams, providing feedback, mentoring, and coaching team members. + Knowledge and experience with project management practices and techniques. + Startup mentality, resourceful and self-motivated. + Ability to coordinate diverse program stakeholders both internal and external. + Proven ability to build, manage and foster a team-oriented environment across multiple business units and stakeholders (all levels). + Excellent verbal, interpersonal, written communication, and presentation skills. + Strong analytical, creative problem-solving and decision-making capabilities. + Excellent leadership and management skills. + Team player with the ability to work in a fast-paced environment. + Must have a passion for customer satisfaction and have the ability to deliver on customer's needs and expectations while meeting Guidehouse objectives. + Ability to travel including overnight travel, depending on client or project needs. + Currently reside in the USA within Eastern or Central Time Zones. + Ability to work onsite at a Guidehouse Office or Client Office location. **What Would Be Nice To Have** **:** + Preference will be given to candidates residing or ability to reside within 60 miles of a Guidehouse office in FL, VA or TX. + Current Project Management Professional (PMP) certification. + Management consulting experience in energy industry and or state and local with engagements related to energy programs. + Successful business development experience in the Energy industry (excluding Oil & Gas) and or State & Local Government (SLG) energy programs The annual salary range for this position is $149,000.00-$248,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. **What We Offer** **:** Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: + Medical, Rx, Dental & Vision Insurance + Personal and Family Sick Time & Company Paid Holidays + Position may be eligible for a discretionary variable incentive bonus + Parental Leave and Adoption Assistance + 401(k) Retirement Plan + Basic Life & Supplemental Life + Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts + Short-Term & Long-Term Disability + Student Loan PayDown + Tuition Reimbursement, Personal Development & Learning Opportunities + Skills Development & Certifications + Employee Referral Program + Corporate Sponsored Events & Community Outreach + Emergency Back-Up Childcare Program + Mobility Stipend **About Guidehouse** Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************ . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact ************************* . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. _Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee._

Job Family: Power Systems Engineering Consulting Travel Required: Up to 25% Clearance Required: None What You Will Do: The Managing Consultant Transmission & Distribution (T&D) Technical Services plays a key role in leading, developing, proposing, and delivering solutions related to the Transmission and Distribution (T&D) energy grids. The Managing Consultant-T&D Technical Services position is a highly challenging role that draws heavily upon all of the analytical, creative, and interpersonal skills essential to delivering effective regulatory and general strategy consulting engagements. It is essential for the Managing Consultant-T&D Technical Services to lead and have the ability to assume complete ownership of projects while at the same time being a part of a technical team. The Managing Consultant-T&D Technical Services will also function as an advisory consultant and must organize their own tasks and schedules in carrying out substantial business analyses and delivering high-quality, client-ready work. The Managing Consultant-T&D Technical Services must organize all tasks and schedules in carrying out substantial business analyses and delivering high-quality, client-ready work. As our clients are often large with complex systems, the Managing Consultant-T&D Technical Services must demonstrate considerable potential to have the poise, independence, and business maturity to perform effectively and add value in the client environment. Key Responsibilities: * Lead and perform data analysis, technical engineering reviews, power systems modeling, and/or primary data collection. * Fact-finding, research, and analysis on energy-related activities. * Familiarity with or ability to quickly grasp various transmission planning concepts, practices and procedures, and ability to apply Transmission Planning reliability criteria to perform analysis. * Develop and perform power systems analysis including transmission planning feasibility studies, System Impact Studies and Generator Interconnection Studies. * Build, enhance, and perform Steady State, Dynamic Stability Simulation, Voltage Stability Simulation, and Short Circuit Analysis. * Research thermal overloads and help recommend mitigations / transmission upgrades. * Effectively communicate solutions and new strategies to clients and stakeholders. * Oversee and develop / fine tune dynamic models for conventional and inverter-based resources (IBRs) and implement them for stability/transient simulation-based analysis. * Mentor junior consultants in expanding their individual know-how and business acumen on energy markets, business development and client management skills. What You Will Need: * Must be a US Citizen or US Permanent Resident due to nature of client engagements and critical infrastructure data. * Managing Consultant-Bachelor's degree in electrical or power systems engineering from an accredited university or college AND Five (5+) plus years post-graduation work experience in the Utilities industry; Or Master's degree in electrical or power systems engineering from an accredited university or college AND Three (3+) plus year post-graduation work experience in the Utilities industry; Or PhD in electrical or power systems engineering from an accredited university or college AND One (1+) plus year post-graduation work experience in the Utilities industry. * Associate Director-Bachelor's degree in electrical or power systems engineering from an accredited university or college AND Seven (7+) plus years post-graduation work experience in the Utilities industry; Or Master's degree in electrical or power systems engineering from an accredited university or college AND Five (5+) plus year post-graduation work experience in the Utilities industry; Or PhD in electrical or power systems engineering from an accredited university or college AND Three (3+) plus year post-doctoral work experience in the Utilities industry. * Technical understanding of or the ability to learn various power systems engineering tools such as PSLF / POWERWORLD Simulator/ PSSE / ASPEN / TARA/ CAPE / DSATools / PSCAD or EMPT * In-depth knowledge of transmission and distribution systems from a planning and operations standpoint. * Familiarity with and ability to quickly become adept at FERC, NERC, and state regulatory requirements and processes. * Excellent oral and written communication skills. * Outstanding analytical and problem-solving skills. * Ability to travel. * Ability to work onsite in Guidehouse Office or Client Office location. What Would Be Nice To Have: * Preference will be given to candidates within reasonable driving distance of a core Guidehouse Office or Client Office location. * Post graduation work experience using one or more of the following power systems engineering tools: PSLF, POWERWORLD Simulator, PSSE, ASPEN, TARA, CAPE, DSA Tools, PSCAD or EMTP. * Post graduation consulting experience within the utilities industry. * Working knowledge of ISO/RTO operations and functions, especially western markets and CAISO * Knowledge of resource interconnection and expansion planning practices and protocols * Familiarity with transmission development, including competitive development * Ability to code and knowledge of coding languages such as R, Python, VA, SQL #LI-RE1 The annual salary range for this position is $118,000.00-$196,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: * Medical, Rx, Dental & Vision Insurance * Personal and Family Sick Time & Company Paid Holidays * Position may be eligible for a discretionary variable incentive bonus * Parental Leave and Adoption Assistance * 401(k) Retirement Plan * Basic Life & Supplemental Life * Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts * Short-Term & Long-Term Disability * Student Loan PayDown * Tuition Reimbursement, Personal Development & Learning Opportunities * Skills Development & Certifications * Employee Referral Program * Corporate Sponsored Events & Community Outreach * Emergency Back-Up Childcare Program * Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Job Family: IT Architecture/Cloud Travel Required: Up to 25% Clearance Required: None As a Salesforce Sales Solution Architect, you will lead the design and delivery of innovative, scalable Salesforce solutions that empower sales teams and drive digital transformation. You will collaborate with sales, delivery, and client stakeholders to translate complex business needs into actionable Salesforce strategies, with a focus on Public Sector Solutions and enterprise-grade implementations. This role supports engagements across public sector entities, including state and local government and utilities. What You Will Need: Active Salesforce architect accreditations and the ability to achieve additional certifications upon hire. US Citizenship required. BA/BS degree in Computer Science, Engineering, or Business, or a minimum of FOURTEEN (14) years of professional experience in lieu of a degree. Minimum of TEN (10) years of professional experience, including: 5 years of Salesforce implementation experience in agile environments. 5 years of external consulting experience. 5 years of experience in sales solution architecture or pre-sales engineering. Proven ability to design and optimize business processes and integrate across systems. Experience writing user stories and designing Salesforce integrations and data migrations. Strong client-facing communication and presentation skills. What Would Be Nice To Have: Salesforce certifications in Sales Cloud, Public Sector Solutions, or Integration Architecture. Candidates with an ACTIVE PUBLIC TRUST or SUITABILITY are preferred. Experience with compliance frameworks (508, HIPAA, CJIS, NIST). Background in consulting (Big Four or Salesforce Gold Partner). Understanding of Public Sector entities and their common business requirements, including state and local government and utilities. Familiarity with Microsoft Power Platform, Graph API, or Copilot Studio as complementary technologies. The annual salary range for this position is $155,000.00-$259,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Parental Leave 401(k) Retirement Plan Group Term Life and Travel Assistance Voluntary Life and AD&D Insurance Health Savings Account, Health Care & Dependent Care Flexible Spending Accounts Transit and Parking Commuter Benefits Short-Term & Long-Term Disability Tuition Reimbursement, Personal Development, Certifications & Learning Opportunities Employee Referral Program Corporate Sponsored Events & Community Outreach Care.com annual membership Employee Assistance Program Supplemental Benefits via Corestream (Critical Care, Hospital Indemnity, Accident Insurance, Legal Assistance and ID theft protection, etc.) Position may be eligible for a discretionary variable incentive bonus About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Job Responsibilities Problem Identification & Solution Definition * Lead efforts to identify and quantify business unit-specific digital (process and technology) challenges. * Collaborate with stakeholders to define digital solutions tailored to those challenges. * Collaborate with other BUs to identify cross BU digital opportunities. Strategic Roadmapping * Develop and prioritize a transformation roadmap for the business unit. * Maintain listing of all tools used by BU (tool, vendor, use case, contract info) - including Update schedules, tool specific roadmaps, etc * Ensure alignment with the Firmwide Digital Group (FDG) and broader organizational goals, including Vision 2030. * Support Partner in Charge of Business Unit in presentation of digital roadmaps to key leadership stakeholders. Resource & Timeline Planning * Work with BU to plan and allocate resources effectively for transformation initiatives. * Contribute to the establishment of realistic timelines and milestones for project execution. Execution & Ownership * Take full ownership of the business unit's portion of integrated transformation plans. * Ensure timely and successful delivery of initiatives. Cross-functional Collaboration * Partner with FDG and other business units to maintain alignment on priorities and execution. * Facilitate communication and coordination across teams. Performance Measurement * Define Key Performance Indicators (KPIs) and Key Results at the start of each initiative. * Monitor and report on progress and outcomes. Program Management * Oversee the execution of both business unit-specific and firmwide initiatives. * Ensure integration and synergy across programs. Change Management * Lead BU change management efforts to ensure smooth adoption of new processes and technologies. * Develop and execute launch plans for transformation initiatives. Requirements * Strong technical background with a deep understanding of business operations. * Ability to bridge the gap between technology and business strategy. * Bachelor's degree in relevant field or equivalent experience required. Master's degree in relevant field preferred. * Minimum of 15 years of professional experience in roles focused on: Identifying and quantifying digital process and technology challenges, developing comprehensive transformation roadmaps, effectively planning and allocating resources for digital transformation initiatives. * Working knowledge of key enterprise systems leveraged at Armanino: Workday PSA, Dayshape, Dynamic CRM, Wrike, ServiceNow and Intapp. "Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $224,600 - $264,200. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $247,000 - $290,600. For Southern California residents, the compensation range for this position: $258,200 - $303,800. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: * Medical, dental, vision * Generous PTO plan and paid sick time * Flexible work arrangements * 401K with Profit Sharing * Wellness program * Generous parental leave * 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: **************************************************** We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Our Private Equity Fund Services team is seeking to add a Senior Associate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms. * Records daily journal entries and reviews cash reporting * Assists in the preparation of periodic reporting packages (monthly, quarterly and/or annual, as required), including schedules to support the general ledger balances for management approval * Assists in the preparation of periodic (monthly, quarterly and/or annual, as required) financial statements for management approval * Assists in the calculation of management fees owed to the management Company for investment/portfolio management services provided to the Fund. * Prepares quarterly investor capital statements for management approval * Prepares capital call calculations and notices to investors for management approval, uploads the notices to the investor portal and monitors the receipt of funds * Prepares distribution calculation and notices to investors for management approval, uploads the notices to the investor portal and monitors the bank transfers * Prepares and reviews correspondence with client investors to address inquiries, as needed * Able to work with auditors and provide them with reports/support to assist them during audit * Manages client investor portals * Coordinates and completes special projects, as directed by management * Performs other duties as assigned Qualifications * BA/BS in Accounting or related field required * CPA license (or in process) preferred * 3+ years of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting) * Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required * Must have strong research and analytical skills and current knowledge of US GAAP and/or IFRS * Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients * Strong organizational skills with excellent attention to detail * Requires ability to work both in team environment and independently * Eagerness to learn and strong work ethic * Must be able to work in a fast-paced environment and handle multiple priorities and deadlines * Knowledge of Investran or other partnership accounting software a plus #LI-AB1 #LI-Hybrid

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? Join Baker Tilly (BT) as a Senior Property Accountant with our growing outsourced Client Accounting Services practice! This is a great opportunity to be a valued business advisor property accounting services to multiple clients across the country. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. This is a hybrid position - located near one of our offices. In this role, you will work in a cloud based environment and serve as a Senior Accounting Associate for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance! You will enjoy this role if: * You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized * You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions * You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance * You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants What you will do: The Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets. Responsibilities include, but are not limited to, the following: * Prepare and deliver monthly financial reporting package for each assigned property * Maintain accounting records for ownership entities holding real estate assets * Monitor compliance of certain ownership, debt and other agreements * Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required * Prepare and analyze periodic excess net cash flow distribution calculations * Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings * Prepare data to support the annual financial statement audit and preparation of tax returns * Assist in preparation and review of annual budget * Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities * Input and setup all new leases and lease renewals in property management software * 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 with your clients * Support the growth and development of team members 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 Qualifications * Bachelor's degree in accounting * Three+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate) * Development/Construction accounting background is preferred * Intermediate to advance with MS Office software/Excel * Experience with MRI or Yardi preferred * Excellent analytical, technical and problem solving skills, with strong attention to detail * Exceptional verbal and written communication, collaboration, and time management skills * Eligibility to work in the U.S., without sponsorship, highly preferred #LI-EH1 #LI-Hybrid

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Help high-growth companies scale with confidence. At Baker Tilly, we help tomorrow's industry leaders build smarter, faster, and more resilient organizations. Our Managed Services platform delivers scalable Accounting, Finance, and Human Capital solutions that enable SaaS and Life Sciences companies to focus on innovation, funding, and growth - while we handle the complexity behind the scenes. We're seeking a Managing Director to lead and grow our Managed Services practice serving Growth SaaS and Life Sciences clients. This role is ideal for an entrepreneurial leader with deep industry insight and a passion for building scalable service models that combine finance excellence with technology-enabled delivery. What You'll Do As a Managing Director, you will drive the expansion of Baker Tilly's Growth SaaS and Life Sciences Managed Services business, supporting companies from Series A through IPO and beyond. You'll oversee client engagements, develop market strategy, and lead teams that deliver operational precision with innovative tools and insights. Key responsibilities include: * Lead and expand the Growth SaaS and Life Sciences vertical within Managed Services - spanning finance, accounting, HR, payroll, and operational analytics. * Develop and execute growth strategies aligned with the needs of venture-backed and high-growth companies, partnering with founders, CFOs, and investors. * Advise clients on scaling finance operations, implementing ERP and HCM systems, optimizing cash flow, and navigating regulatory or audit readiness. * Collaborate across Baker Tilly's platform - including Advisory, Digital, and Transaction Services - to deliver integrated solutions for clients' growth journeys. * Ensure operational excellence through rigorous financial controls, timely reporting, and automation-enabled processes. * Champion innovation by embedding AI-native tools, predictive analytics, and workflow automation into client solutions. * Recruit and develop high-performing teams, including finance leaders, controllers, and HR professionals, with a focus on industry specialization and client service. * Represent Baker Tilly in the SaaS and Life Sciences ecosystem - building strategic alliances with venture funds, accelerators, and technology providers. You'll Thrive in This Role If You: * Are energized by helping high-growth companies scale sustainably. * Understand the operational lifecycle of SaaS or Life Sciences organizations - from pre-revenue through commercialization and liquidity events. * Have experience building or leading outsourced finance or managed services offerings for emerging growth clients. * Bring a blend of strategic insight and operational discipline to every client engagement. * Are passionate about modernizing finance, HR, and operations using automation, AI, and analytics. * Enjoy mentoring talent and creating a collaborative, high-performing culture. Qualifications * Bachelor's degree in Accounting, Finance, or related field (CPA, MBA, or equivalent strongly preferred). * 12+ years of experience in finance, accounting, or managed services, including leadership roles serving SaaS, Biotech, or Life Sciences clients. * Deep understanding of SaaS metrics (ARR, CAC, churn, LTV/CAC, cash runway) and Life Sciences financial operations (R&D capitalization, clinical trial accounting, grant funding). * Proven track record of business development and client relationship management with venture-backed or private equity-sponsored companies. * Familiarity with cloud ERP and HCM platforms (NetSuite, Sage Intacct, Workday, Rippling, or similar). * Strong people leadership skills - recruiting, mentoring, and developing cross-functional teams. * Excellent communication, executive presence, and ability to influence across client and internal leadership levels. * Willingness to travel as needed to support client and firm growth initiatives. Why Baker Tilly Join a firm recognized by TIME as one of the World's Best Companies of 2025, and one of the fastest-growing advisory and CPA firms in the United States. At Baker Tilly, you'll be part of a national Managed Services platform designed to power the next generation of businesses - helping high-growth SaaS and Life Sciences clients turn complexity into clarity, data into insight, and growth into lasting value. Build what's next. Lead with innovation. Join Baker Tilly. The compensation range for this role is $182,150 to $345,350. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Job Description Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us. As a Tax Staff, you will: As a Tax Staff at Cherry Bekaert, you will work on a wide variety of tax engagements under the supervision of different accounting professionals. Engage and serve clients from various industries Communicate with project in-charges and clients Develop tax knowledge while preparing basic and intermediate individual tax returns Prepare federal and multi-state corporate tax returns and basic partnership returns Research fundamental tax issues using online tools Prepare and organize workpapers for client files Perform other essential duties as needed What you bring to the role: Bachelor's degree in accounting or related field. Masters preferred CPA certified or the eligibility to work toward obtaining a CPA license Cumulative GPA of 3.0/4.0 or above preferred, but not required Proficiency with computers and spreadsheet software programs Ability to travel to client sites as needed, including frequent same-day travel and occasional out-of-town travel Ability to work moderate overtime throughout the year with heavier overtime required during certain business cycles What you can expect from us: Shared values, including uncompromising integrity, a passion for excellence, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work About Cherry Bekaert: Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is $66,000 - $76,000. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved. #LI-AP1 #LI-Hybrid

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you ready to start out your accounting and finance career in a new way? Our Private Equity Fund Services team is seeking to add an Associate to their team! This is a great opportunity for someone who is starting out their career in accounting and finance. We believe in continuous learning and development and have a number of programs to ensure the success of our people. Requirements: * Records daily journal entries and reviews cash reporting * Helps prepare quarterly and annual reporting packages for management approval * Helps prepare quarterly and annual financial statements for management approval * Prepares capital calls and distributions for management approval * Coordinates the delivery of capital call and distributions notices to clients and the investors * Prepares and reviews correspondence with client investors to address inquires as needed * Manages client investor portals * Coordinates and completes special projects as directed by management * Performs other duties as assigned Successful Candidates will have: * BBA/BS in Accounting or related field required * CPA license (or in process) preferred * 0-1 year of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting) * Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required * Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients * Strong organizational skills with excellent attention to detail * Requires ability to work both in team environment and independently * Eagerness to learn and strong work ethic * Must be able to work in a fast-paced environment and handle multiple priorities and deadlines * Knowledge of Investran or other partnership accounting software a plus

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities: Are you looking to gain experience and jump-start your accounting career? Do you want to build your professional network at a coast-to-coast firm? As an Audit Intern at Baker Tilly (BT), you will deliver audit and other assurance services to clients. As one of the fastest growing firms in the nation, BT offers you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if you: Are considering a long-term career in public accounting and want exposure to the industry Value your development and want to work for a firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions Want to grow professionally and develop your client service and technical accounting skills to build a strong foundation now, for tomorrow You will have the opportunity to: Gain hands-on experience in audit working full time Participate in our intern orientation, technical training and development program designed to provide the tools needed to contribute to client engagements Experience on-the-job training through real work engagements, showcasing how your academic experience translates to the professional environment Learn directly from experienced associates, seniors, managers and partners with specialized experience and technical knowledge across numerous industries and services Build friendships and strong work relationships while gaining valuable experience Demonstrate your performance and ability to join Baker Tilly as a full-time associate Qualifications: Successful candidates will be: Enrolled as a student during the current school year in an accounting or related business program, with sufficient course work and credits to sit for the CPA exam in the state you are being considered before beginning full-time employment Able to work full time for the duration of the internship There is currently no immigration sponsorship available for this position. Successful candidates will have: Outstanding academic performance required, with a preferred GPA of 3.0 or above Relevant internship, work experience and/or involvement with a professional organization desired The ability to work effectively in a team environment with all levels of client personnel Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Organizational and analytical skills, initiative, adaptability Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing public accounting firms? If yes, consider joining Baker Tilly (BT) in our Development & Community Advisory team as a Manager. This is a great opportunity to be a valued business advisor delivering industry-focused financial consulting services to developers and other stakeholders of multi-family housing. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Within this team, Baker Tilly's Housing practice has a deep understanding of complex real estate transactions, a passion for supporting the mission of community stakeholders, and a commitment to the financial and operational health of our clients' organizations in an increasingly-regulated environment. We serve housing developers, property owners, property managers, state housing credit agencies, public housing authorities, syndicators and investors across the United States, and our clients trust our proactive and experienced advice to manage compliance, development, risk and other strategic and operational issues. In the past 24 months, Baker Tilly has closed affordable housing deals totaling $626 million of equity from LIHTC and $29 million of historic tax credits; we've been involved in the review or/or direct completion of more than 10 percent of Rental Assistance Demonstration (RAD) applications; and we've closed RAD transactions totaling 1,250 units and $149 million in development costs. What you will do: * Manage relationships with various stakeholders, including clients, staff and various entities involved in the transactions * Transaction structuring and financial modeling * Assist in securing financing and equity sources for transactions, and negotiation surrounding these sources * Assist in writing, editing and organization of work product, including client reports and funding applications * Assist with acquisition, preservation, disposition and recapitalization strategies for real estate portfolios * Assist with various aspects of transactions involving low-income housing tax credits including preparing the relevant application materials and structuring the credits * Assist with the management and development of staff * Provide support in developing presentations, responses to requests for proposals, pitch books and proposals for the team * Research industry and technical issues, compile data, and present findings * General consulting to assist clients in achieving their objectives Successful candidates will meet the following requirements: * Minimum of five (5) years of low-income housing tax credit experience, which may include underwriting, modeling, developing, consulting or other similar work required. * Tax credit application experience required in at least one of the following states; experience in two states preferred: Indiana, Michigan, North Carolina, Ohio, Pennsylvania, Tennessee * Understanding of real estate financials and operating performance. * Demonstrated analytical, organizational, interpersonal, project management, and communication skills. * Highly developed Microsoft Suite skills (Word, Excel) required. * Ability to provide exceptional client service and demonstrate commitment to continuous learning in order to stay current regarding applicable strategies.

We are seeking an experienced back-office operator or consultant with deep exposure to B2B SaaS workflows-particularly in deal desk enablement, lead-to-cash (L2C) transformation, and contract lifecycle management to join Vista's Value Creation Team (VCT) in the Core Business Operations (CBO) Practice. Vista's Core Business Operations Team serves as a trusted advisor to portfolio company leaders to drive execution across strategic initiatives focused on back-office excellence, particularly in renewal process optimization, contract lifecycle improvements, and deal desk enablement. A significant focus is accelerating AI adoption in the back office including tooling research and evaluations, use case ideation, and sharing lessons learned across the portfolio. You will contribute to both pre-investment business diligence (assessing market-leading software businesses) and post-investment transformation (working directly with portfolio leaders to unlock enterprise value). This role is based in Austin, TX or remote locations and is available for an immediate start. Responsibilities As a Senior Consultant on the team, you will: * Work closely with VCT colleagues, investment team members, and portfolio company executives to build and execute on value creation plans, including implementation of Vista's CBO best practices. * Support Vista's investment teams in conducting business diligence. * Develop insights and recommendations on Revenue Quality maturity, efficiency, and improvement opportunities. * Evaluate and implement deal desk policies in Salesforce or other CRM systems. * Conduct contract analysis using AI tools and translate findings into renewal, pricing, and risk strategies. * Manage workstreams, coordinate stakeholders, and ensure timely, high-quality deliverables. * Contribute to continuous improvement of Vista's value creation methodologies and best practices. Qualifications * 4-6 years of professional experience in management consulting or B2B SaaS environments-ideally in RevOps, LegalOps, or L2C-related operations. * Experience with commercial due diligence a plus (but not required). * Demonstrates the ability to foster teamwork while working on projects and ability to work independently with little supervision when needed. * Strong analytical skills, with the ability to interpret data and translate insights into clear, actionable strategies. * Demonstrated ability to execute in a fast-paced, dynamic environment with multiple engagements and shifting priorities. * Exceptional communication and interpersonal skills, capable of influencing and building consensus among diverse stakeholders. * Business acumen and familiarity with B2B SaaS lead to cash and back-office processes. * High emotional intelligence, adaptability, and intellectual curiosity. * Experience with Salesforce or CLM tools strongly preferred. * Familiarity with AI tools (e.g., ChatGPT, Claude). * Willingness to travel up to 25% of time. The annualized base pay range for this role is expected to be between $130,000 - $150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package. Company Overview Vista is a leading global investment firm that invests exclusively in enterprise software, data and technology-enabled organizations across private equity, credit, public equity and permanent capital strategies. The firm brings an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. The focus of Vista's Value Creation Team is to accelerate the corporate maturity of its companies - building software businesses that excel in product superiority and operational efficiency. Their collective counsel and resources allow companies to unlock opportunity, scale their business and grow sustainably to deliver value to all stakeholders. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn @Vista Equity Partners or X @Vista_Equity.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Come join Baker Tilly's Development Advisory (DA) team as a Senior Consultant working on our Prevailing Wage & Apprenticeship compliance team! You will be a part of our larger Development Advisory team, which provides a variety of services including, but not limited to, energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities. This position plays an integral part in Baker Tilly's services tied to the Inflation Reduction Act ("IRA") of 2022. As one of the fastest growing firms in the nation, Baker Tilly offers upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You enjoy helping internal and external stakeholders meet their collective goals. * You have an interest in energy incentives, construction labor compliance or the Inflation Reduction Act ("IRA") of 2022. * You crave an opportunity to work with a team of professionals that will challenge you mentally and provide an opportunity for tremendous growth. * You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your project management and consulting skills and build your career now, for tomorrow What you will do: * Support prevailing wage and apprenticeship compliance efforts for projects seeking IRA credits. * Directly support and work hand in hand with the team's PW&A manager communicating with stakeholders, supporting subtractors in efforts to eliminate non- compliance. * Support in the training of stakeholders to utilize our compliance program, respond to questions and direct to appropriate team members, and provide supporting assistance to project stakeholders. * Utilize your interpersonal communication skills to build and manage strong relationships with Baker Tilly colleagues and our clients. * Assist team leaders by documenting and analyzing processes, internal controls, and workflow to identify opportunities for improvement. * Support project team in day-to-day service delivery. * Learn and grow from direct on-the-job coaching and mentoring along with participating in firmwide learning and development programs. * Enjoy friendships, social activities and team outings that encourage a work-life balance. Successful candidates will meet the following requirements: * A Bachelor's degree within business, finance, accounting, supply chain, engineering, construction management OR experience in lieu of a degree accepted * Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required * Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties * Experience with construction industry or labor compliance helpful. * The compensation range for this role is $86,660 - $164,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory? If yes, consider joining Baker Tilly (BT) as a Family Office Accounting Associate! Our Family Office practice provides accounting and consulting services to ultra-high net worth individuals and family clients. The services provided range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You crave the opportunity to be part of a fast growing, family office practice where your hard work and creativity will be rewarded * You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together * You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: * Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to: * Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers * Researching and resolving issues or discrepancies with clients' accounts, bill pay or invoices * Supervising and reviewing the accounts payable function and Family Office staff members * Managing and reconciling numerous bank, brokerage, and credit card accounts * Performing reconciliations and analysis for balance sheet accounts, including inter-company accounts * Preparing year-end reporting of 1099s * Assisting in preparation of quarterly and annual tax packages and supporting documents * Responding to client requests and inquiries * Handling special projects as needed. * 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 * Support the growth and development of team members 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 Successful candidates will have: * Bachelor's degree in Business, Accounting, Finance or related degree * CPA eligible preferred * 2 to 5 years of progressive accounting/bookkeeping experience * Proficient with Microsoft Office; QuickBooks experience preferred * Strong project management and client service skills * Familiar with GAAP and financial statements * High attention to detail, problem solver & intellectually curious * Adhere to the highest level of confidentiality * A diverse accounting background * An understanding of professional services and client service * Strong interpersonal skills with an approachable and professional demeanor * Outstanding organization skills * Excellent verbal and written communication skills * The ability to handle and respond to multiple client and department demands in a timely manner * The ability to prioritize assignments and effectively manage their time * The ability to thrive in a fast paced and dynamic environment * The ability to be a team player but be able to work independently.