Manager, Client Accounting Services Small Business-Healthcare
Frisco, TX job
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:
Manager, Client Accounting Services, Small Business-Healthcare
Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for a Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve as an Accounting Manager for multiple clients across the country, working with a team of professionals.
This position is responsible for providing our client companies best-in-class service and financial expertise. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework. Additionally, the Manager acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly.
Oversee and provide exceptional service to clients including accounting and advisory services
Manage production of monthly, quarterly, and financial reports and benchmarking
Provide recommendations for business and process improvements
Work with other managers to ensure workflows are efficient and streamlined in and between offices and in and between audit and tax functions
Coach, train, and mentor staff on client service, tax, and accounting matters
Oversight and management of current client engagement team
Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows
Qualifications
Bachelor's Degree in Accounting or related field required
CPA and/or MBA preferred
Public Accounting experience a plus
Six (6) plus years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred
Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records
Excellent understanding of Generally Accepted Accounting Principles (GAAP)
Strong understanding of the Healthcare and Senior Living sectors; willing to train the right candidate
Effective communication skills and ability to manage client relationships
Exceptional attention to detail
Experience with industry software systems, including Sage Intacct, QBO, Yardi, Point Click Care and/or Matrix Care; willing to train the right candidate
Personable, professional demeanor with growth potential within the firm
Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook
Auto-ApplyAssociate, Client Success
Frisco, TX job
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:
In the role of a CSM, this individual will be responsible for the overall satisfaction and coordination of services for a particular group of clients. This includes the positioning of new services and solutions for client consideration. This role will also serve as the main Point of Contact for any operational or escalation-related matters. The CSM will align closely with fellow Baker Tilly professionals across multiple service lines in architecting value for the business and its stakeholders.
You will enjoy this role if:
You have a strong passion and desire to understand client challenges and position key Advantage and firm services to meet the clients' current challenges.
You enjoy building strong relationships with clients and getting to know them
You like to serve as a business advisor and trusted sounding board for clients
You are motivated to help your client proactively identify their needs and propose solutions to help grow their business
You enjoy building internal relationships that will help a clients' business thrive. By partnering with internal colleagues in Client Accounting Services, Vantagen, Digital, Private Wealth, Tax, and/or others you will help coordinate timely delivery of solutions across service lines.
You will have an opportunity to:
Build and maintain strong relationships with clients that include ensuring an efficient onboarding process, ongoing training, escalated issue management, continued evaluation of Baker Tilly success thru managing current services and future offerings (70% - proactive client relation building)
Communicate client needs or concerns to the appropriate Baker Tilly person and ensure timely resolution
Closely partner with internal colleagues to share clients' business needs and identify potential new opportunity to expand the clients' portfolio of Baker Tilly solutions/products
Support marketing and sales teams with information and/or share information with clients
Utilize data and metrics to facilitate an client business review
Help shape the strategy and direction of the client relationship through research and analysis (e.g., revenue, market and competitive trends, and customer insights).
Successful candidates will have:
Bachelor's degree in a related field or equivalent years' experience in Client Success within a similar organization, required.
1-3 years of experience in Client Success or Account Management
Knowledge of Salesforce preferred
Proven success in growing and maintaining client accounts
Demonstrated ability to manage difficult conversations and help provide resolutions
Auto-ApplySenior Consultant- Business Personal Property Tax
Dallas, TX job
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
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Senior State & Local Tax Associate to join our growing State & Local Tax (SALT) practice!
Candidates for the Senior Consultant position must possess a successful track-record of experience in the Business Personal Property (BPP) Tax market. Candidates must be able to work in a deadline driven, fast-paced, and dynamic work environment. Responsibilities include but are not limited to filing returns, reviewing returns, appealing assessment notices, and processing tax bills. The Senior Consultant is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies.
Essential Duties and Responsibilities
Manage complex BPP filings in multiple states
File appeals, maintain appeal calendar, and attend hearings
Successfully navigate Freeport Exemption filings where applicable
Negotiating with assessors on multi-state portfolios
Consistently exceed client service expectations
Manage and motivate staff to achieve desired results
Attain mastery of software updates and changes, specifically OneSource/PTMS
Develop and preserve positive relationships with assessors and clients
Create and update files and records, while tracking tax appeal deadlines
Verify that values fall within established guidelines
Maintain hearing schedules as required
Manage the processing of tax bills timely and accurately
Participate in team projects by taking ownership of assignments
Ensure all team matters are completed in a timely manner
Commitment to working in a dynamic, deadline driven environment
Requirements:
Highly detail oriented
Strong analytical and technical skills
Ability to work independently with minimum supervision
Excellent Communication Skills
Education and Qualifications
Bachelor's degree in Accounting, Business Administration, Finance, or related field preferred
Pursuing CMI.
Advanced skills in Microsoft Word and Excel
Excellent verbal and written communication skills
Ability to meet travel requirements of the job
Previous OneSource/PTMS software experience is required
The compensation range for this role is $74,660 to $141,560. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplySpecial Advisor, Public Sector Advisory
Frisco, TX job
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:
Serve on client projects and assist in management of client relationships.
Document and analyze processes, internal controls, and workflow in order to identify opportunities for improvement.
Perform research into best practices, operational polices, and organizational design.
Interview clients to better understand processes and to recommend improvements.
Support project managers in day to day service delivery.
Research issues and prepare whitepapers on current industry trends and issues.
Effectively support the presentation of conclusions and recommendations using visuals and written content.
Assist in development of articles, sales proposals and presentations for new business development and client purposes.
Staying current with firm administrative requirements.
Qualifications:
Bachelor's degree required, Master of Public Administration (MPA) or Master of Business Administration (MBA) highly desired.
A strong work ethic and willingness to take on a variety of roles and levels of responsibility in a dynamic and entrepreneurial setting.
Five to Ten (5-10) years prior experience in a government organization preferred (state government, municipality, utility, k-12 schools, etc..).
Specific experience with MS Office Suite, specifically Excel, Word, and PowerPoint.
Strong writing skills, specifically in regard to summarizing analysis and making recommendations.
Excellent interpersonal and communication skills.
Ability to demonstrate commitment to continuous learning in order to stay current regarding strategies and regulations, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties.
Ability to travel to client sites as needed.
Auto-ApplyManager, Private Equity Fund Services- System Administrator and Onboarding Lead
Frisco, TX job
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:
Private Equity Fund Services (PEFS) - System Administrator and Onboarding Lead
Description
The PEFS System Administrator and Onboarding Lead is responsible for overseeing, administering, and optimizing the platforms general ledger software, Private Capital Suite (fka "Investran"), and the corresponding investor portal, Digital Data Exchange ("DX"). As the system administrator, this individual will ensure certain system automations are set-up correctly, security protocols are being followed in maintaining and storing client data, user access is appropriately managed and will support tailored reporting needs across the fund administration practice. Additionally, this role will lead the "transitions" team, ensuring seamless client onboarding and the delivery of customized reporting solutions through the Investran and DX platforms.
This position will require regular interaction with clients, internal team members, vendors, and firm leadership. It also demands a strong understanding of Investran, private equity fund structures, project management skills, and the ability to translate client-specific reporting requirements into scalable solutions. This role could include direct oversight of transition team members, while serving as a resource for technical system support and onboarding strategy. Strong soft skills are essential, as the role involves frequent pivoting between system troubleshooting, client-facing responsibilities, internal team leadership, and, potentially, managing junior team members.
Additionally, this role will support business development efforts by contributing to prospect onboarding strategies and enhancing client satisfaction through customized reporting and efficient system implementation.
Key Responsibilities
Platform Administration & Optimization
* Manage system access, controls, data integrity, and reporting within Investran and DX
* Enforce security and SOC 1 compliance protocols
* Build custom reporting + support workflow automation and scalability improvements
* Act as SME and escalation point on platform functionality and technical issues
Client Onboarding & Transition Leadership
* Lead end-to-end onboarding and historical data migration
* Translate operating agreement terms into accurate set-ups (fees, waterfalls, etc.)
* Coordinate with internal teams to ensure accurate, efficient implementation
Stakeholder & Team Enablement
* Provide training, support, and guidance to team members
* Partner with leadership on system strategy and enhancements
* Maintain strong, responsive communication with clients and internal stakeholders
Risk, Controls & Innovation
* Maintain system SOC 1 control compliance
* Stay current on PE technology and emerging tech (APIs, AI enablement)
* Support business development and prospect onboarding strategy
Qualifications
* 7+ years' (relevant) experience in fund administration, accounting, or related field.
* 3+ years' (relevant) experience in using Investran and DX - includes preferred experience with SSRS reports and excel macros.
* Minimum of a bachelor's degree in accounting or related field.
* Advanced degree (MBA or MSA) in accounting or related field is strongly preferred.
* Certified Public Accountant (CPA) license is preferred.
* Proficient in Microsoft Office Suite.
* Project management experience and has track record of meeting deadlines.
* Preferred experience with Investran Live and implementing two-way API integrations.
* Preferred experience with Tableau reporting dashboards.
* Experience with building AI agents is a bonus but is not required.
* Experience with operating in a SOC 1 control environment.
* Required skills include ability to multitask, time management, attention to detail, planning and problem solving.
* Ability to communicate and interact professionally and effectively through written and oral communication with internal and external stakeholders.
* Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines.
The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
#LI-AB1
#LI-Hybrid
Auto-ApplySupply Chain Consulting Manager
Frisco, TX job
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
Auto-ApplySenior Associate- Client Accounting Services, Real Estate
Frisco, TX job
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 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-AB1
#LI-Hybrid
Auto-ApplyInternal Audit & Risk Advisory Manager
Frisco, TX job
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 risk and advisory?
If yes, consider joining Baker Tilly (BT) as an Internal Audit & Risk Manager! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, and IT 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.
Does this describe you?
•You want to continue to expand your work experiences and hone your skills as a comprehensive risk professional in the areas of internal control over financial reporting, internal audit, compliance, enterprise risk management, and governance.
• You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting 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 client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business processes and systems.
o Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement
o Perform detailed materiality analysis, scoping, risk assessment, and other engagement planning and management tasks required to guide engagement team execution.
o Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives
o Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks
o Assess, manage and optimize business risk across a wide range of areas, including operational audit and SOX compliance
o Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
o Draft comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
o Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
o Facilitate professional and effective presentations to internal and external audiences
o Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities
•Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
•Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
•Invest in your professional development individually and through participation in firm wide learning and development programs
•Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
•Enjoy friendships, social activities and team outings that encourage a work-life balance
• Actively participates in professional organizations, client functions, events, and lunches & conducts presentations and seminars.
Successful candidates will have:
• Bachelor's degree in accounting, finance or a related program
• CPA or CIA designation(s) required
• 5+ year(s) experience with risk advisory, internal/external audit, business process reengineering, and/or internal controls
• Experience as a client serving professional for a public accounting or consulting firm desired
• Experience serving clients with the following industries; technology, manufacturing, distribution, energy and natural resources
• Excellent analytical, technical and problem solving skills, with strong attention to detail
• Exceptional verbal and written communication, collaboration, and time management skills
The compensation range for this role is $116,730 to $221,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyManager- Sales/Use Tax
Dallas, TX job
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
Baker Tilly , one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Sales/Use Tax Manager-to join our growing State & Local Tax (SALT) practice in Texas!
Our SALT practice is made up of 100+ professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
The Sales and Use Tax Manager's primary responsibilities are to identify Sales and Use tax savings opportunities for multi-state clients and direct staff in day to-day operations. The incumbent will be meeting with clients and/or taxing authorities, preparing correspondence, researching issues, completing data reconciliations, making taxability decisions and preparing tax authority filings.
Duties and Responsibilities
* Reviews and finalizes staff's audit/refund tax decisions
* Reviews client data for tax savings opportunities
* Mentors staff and manages staff workload
* Drafts filings, such as petitions for redetermination, refund claims, and various other administrative replies
* Responds to client inquiries and prepares documentation requests from state agencies
* Reconciles tax returns with client data
* Travels to client locations to gather and copy tax returns, invoices, purchase orders, and other documentation to use in audit/refund process
* Other duties as assigned
Typical Decisions and/or Recommendations
* Completion of sales tax research for client issues in different states
* Staff time allocations on sales tax projects
Supervision Given and/or Received
* Delegation of project work to staff
* Initial person for staff to address project issues/concerns
* Mentoring, training, and/or developing staff
Education and Experience
* Bachelor's Degree required in Accounting/Finance
* Certification highly preferred.
* At least four years of experience in Sales Tax Consulting positions
Knowledge and Skills
* Proficient in Access
* Demonstrates knowledge of basic tax research
* Experience in conducting tax audits and reverse tax audits
* Ability to analyze raw data to reconcile trial balances and sales and use tax returns
For California, Colorado, New York and Washington: The compensation range for this role is $100,340 to $190,240. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyIT Audit, Cybersecurity & Risk Experienced Consultant
Frisco, TX job
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 area of informational technology risk advisory?
If yes, consider joining Baker Tilly (BT) as an IT Audit, Cybersecurity & Risk Experienced Consultant! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity 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.
Does this describe you?
* You want to continue to expand your work experiences and hone your skills as an IT risk professional in the areas of compliance, cybersecurity, and internal controls.
* You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting 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 client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed:
* Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement
* Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives
* Provide strategic business advice to clients by assisting in the implementation of new processes and controls that address key risks
* Assess, manage and optimize information technology risk across a wide range of areas, including cybersecurity, IT strategy and governance, IT regulatory and compliance requirements, and business continuity.
* Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients
* Assist in the development of audit programs and the execution of internal audits and IT control assessments in the areas of:
* IT strategy and governance
* IT operations, business continuity and disaster recovery
* Cybersecurity
* Third party risk
* ITGC and application controls
* SOC reporting
* Regulatory and compliance requirements
* Assist in drafting comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies
* Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service
* Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities
* Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development
* Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
* Enjoy friendships, social activities and team outings that encourage a work-life balance
Successful candidates will have:
* Bachelor's degree in management/computer information systems, computer science, accounting information systems, computer engineering, industrial engineering, or related program
* CISA, CISSP, CISM, CIA, or CPA certification(s) preferred
* 1+ year(s) experience with IT audit or cybersecurity, previous experienced performing SOX and SOC audits preferred
* Experience as a client serving professional for a consulting firm desired
* Excellent analytical, technical and problem solving skills, with strong attention to detail
* Exceptional verbal and written communication, collaboration, and time management skills
Auto-ApplySenior Associate, Private Equity Fund Services
Frisco, TX job
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
Auto-ApplyAssociate-Finance and Accounting BPO/Managed Services
Frisco, TX job
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:
As an Associate in our Mid Market Outsourced Accounting & Advisory Services practice, you will be a vital member of a high-performing team, providing best-in-class accounting and advisory services to our clients. You will support the day-to-day financial operations for multiple clients, ensuring accuracy and efficiency in a cloud-based environment. This role is a fantastic opportunity for an early-career professional to gain hands-on experience, develop technical accounting skills, and contribute to a collaborative, client-focused team. You will be responsible for a variety of tasks that contribute to the overall financial health and strategic goals of our clients.
Key Responsibilities
* Transactional Accounting: Perform daily and weekly accounting tasks, including accounts payable (P2P), accounts receivable (O2C), bank reconciliations, and expense management.
* Financial Reporting Support: Assist in the preparation of monthly, quarterly, and annual financial statements and other key reports for clients.
* Process Improvement: Contribute to the implementation of process improvements to streamline workflows and enhance efficiency.
* Data Management: Accurately classify, record, and summarize financial data, ensuring the integrity of financial records.
* Client Collaboration: Work closely with the engagement team and client contacts to gather information, clarify requirements, and ensure timely completion of tasks.
* Documentation: Support the creation and maintenance of standardized desktop procedures and process documentation.
* Problem-Solving: Assist in troubleshooting and resolving accounting issues and discrepancies.
Qualifications
* Education:
o Bachelor's degree in Accounting, Finance, or a related field is required.
* Experience:
o Relevant internship - 2 years professional work experience in an accounting or finance role is a plus.
o Experience in MS Office Suite, and ERP systems (e.g. Workday, SAP, Oracle, QuickBooks Online, Sage Intacct, NetSuite) as a plus.
* Skills:
o Foundational knowledge of Generally Accepted Accounting Principles (GAAP).
o Strong analytical and problem-solving abilities with a keen attention to detail.
o Excellent organizational, communication, and interpersonal skills.
o Ability to work effectively in a fast-paced, team-oriented environment.
o A proactive and adaptable mindset with a strong commitment to continuous learning.
Auto-ApplyAssociate Data Engineer
Frisco, TX job
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:
Associate Data Engineer
As a Senior Consultant - Associate Data Engineer you will design, build, and optimize modern data solutions for our mid‑market and enterprise clients. Working primarily inside the Microsoft stack (Azure, Synapse, and Microsoft Fabric), you will transform raw data into trusted, analytics‑ready assets that power dashboards, advanced analytics, and AI use cases. You'll collaborate with solution architects, analysts, and client stakeholders while sharpening both your technical depth and consulting skills.
Key Responsibilities:
Data Engineering: Develop scalable, well‑documented ETL/ELT pipelines using T‑SQL, Python, Azure Data Factory/Fabric Data Pipelines, and Databricks; implement best‑practice patterns for performance, security, and cost control.
Modeling & Storage: Design relational and lakehouse models; create Fabric OneLake shortcuts, medallion‑style layers, and dimensional/semantic models for Power BI.
Quality & Governance: Build automated data‑quality checks, lineage, and observability metrics; contribute to CI/CD workflows in Azure DevOps or GitHub.
Client Delivery: Gather requirements, demo iterative deliverables, document technical designs, and translate complex concepts to non‑technical audiences.
Continuous Improvement: Research new capabilities, share findings in internal communities of practice, and contribute to reusable accelerators. Collaborate with clients and internal stakeholders to design and implement scalable data engineering solutions.
Qualifications:
- Education - Bachelor's in Computer Science, Information Systems, Engineering, or related field (or equivalent experience)
- Experience - 2-3 years delivering production data solutions, preferably in a consulting or client‑facing role.
- Technical Skills:
**Strong T‑SQL for data transformation and performance tuning.
**Python for data wrangling, orchestration, or notebook‑based development.
**Hands‑on ETL/ELT with at least one Microsoft service (ADF, Synapse Pipelines, Fabric Data Pipelines).
- Project experience with Microsoft Fabric (OneLake, Lakehouses, Data Pipelines, Notebooks, Warehouse, Power BI DirectLake) preferred
- Familiarity with Databricks, Delta Lake, or comparable lakehouse technologies preferred
- Exposure to DevOps (YAML pipelines, Terraform/Bicep) and test automation frameworks preferred
- Experience integrating SaaS/ERP sources (e.g., Dynamics 365, Workday, Costpoint) preferred
Auto-ApplyManager, Accounting and Finance Advisory Services
Frisco, TX job
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:
We are currently searching for a Manager to join our CFO Accounting Advisory practice, specifically within our Financial Accounting Advisory team. Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services.
Our clients range from emerging growth companies to publicly traded companies. We serve a wide variety of industries including technology, business services, manufacturing/ distribution, energy, real estate, hospitality and retail, and private equity to name a few. Baker Tilly's CFO Advisory Services team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business. This practice area has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands-on support. We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. It is a high performing team that enjoys learning from one another and serving our clients.
Your immediate responsibilities will be to:
* Actively participate in projects focused on the following service offerings:
* GAAP Advisory
* Business Analytics and Decision Support
* Financial Accounting Advisory Services
* Transaction Support
* Program/Project Management
* Supervise, develop and train staff on engagements. Participate actively in the team's work on a project (i.e. "roll up your sleeves" and work with the team)
* Interact directly with senior managers and partners on matters related to client and engagement management
* Strengthen existing client relationships and developing new business opportunities by providing outstanding client service
* Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
* Invest in professional development through active participation in training sessions and networking events both internally and externally
* Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
* Demonstrate excellent team skills, positive attitude and high ethical standards
Successful candidates will have:
* 6+ years' experience in a large accounting firm in audit, financial advisory service line
* Bachelor's degree in accounting, finance or related
* Certified public accountant (CPA), or CMA
* Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Skills with Power BI and/ or Tableau is a plus.
* Current GAAP advisory knowledge and application
* Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc. , their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics and their relationship to addressing myriad business requirements
* High motivation, initiative and positive attitude
* Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
* Advanced modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
* Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
* Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
* Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
* Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
* Ability to Travel (apx 25%) and work in a hybrid work environment
The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
Auto-ApplyExperienced Associate- Sales/Use Tax
Dallas, TX job
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:
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for an Experienced Sales/Use Associate to join our growing State & Local Tax (SALT) practice in Texas!
Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
The Sales and Use Tax Consultant's primary responsibilities are to identify Sales and Use tax savings opportunities for multi-state clients and direct staff in day to-day operations. The incumbent will be meeting with clients and/or taxing authorities, preparing correspondence, researching issues, completing data reconciliations, making taxability decisions and preparing tax authority filings.
You will enjoy this role if:
You would like to work directly with firm leadership to support middle market and fortune 500 companies with sales & use tax issues and compliance
You are looking to be part of a fast growing, state & local tax practice who is also down-to-earth and thrives through collaboration
You want to be part of firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow
What you will do:
Prepare sales & use tax forms and resolve outstanding tax issues for middle market and Fortune 500 clients and ensure they are in compliance with applicable state tax laws. This includes:
Prepare and file state and local sales tax returns for various jurisdictions for multiple clients
Perform research on relevant tax law
Interact and manage multiple clients in a deadline-oriented environment while maintaining exceptional accuracy and attention to detail
Analyze large amounts of client data
Maintain internal relationships with colleagues, other service lines and engagement/project teams
Develop and retain technical tax expertise
Proactively identify and communicate issues as they arise
Maintain a positive and "team player" attitude
Become familiar with and adhere to the firm's policies and procedures
Apply a working knowledge of various computer applications
Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Associate's degree in accounting, finance, business, economics, or related math degree required
Minimum (1) one year experience in public accounting or industry completing and reconciling multi-state sales and use tax returns and performing research on taxability law preferred
Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
Strong leadership, project management, organizational and analytical skills, initiative, adaptability
Microsoft Suite skills
There is currently no immigration sponsorship available for this position
The compensation range for this role is $63,200 to $119,820. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location
Auto-ApplyManager, Client Accounting Services-Onboarding and Projects
Frisco, TX job
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:
Baker Tilly's Accounting and Finance Services Transition team is seeking a detail-oriented, tech-savvy Project Manager - Accountant. You'll lead client onboarding, manage accounting software implementations, optimize financial processes, and ensure accurate reporting. This role combines accounting expertise, project management, and technology skills to deliver high-quality client service and process improvements.
Key Responsibilities
Client Onboarding
Serve as primary contact for new clients, assess needs, and gather financial/operational data
Define onboarding timelines, milestones, and expectations; manage budgets and deliverables
Identify and communicate roadblocks, propose improvements, and ensure client satisfaction
Software Implementation & Optimization
Configure and customize cloud accounting platforms (Sage Intacct, QuickBooks Online, NetSuite)
Integrate third-party tools (bill pay, payroll, expense management)
Train clients and internal teams; improve efficiency and accuracy of systems
Accounting Processes & Cleanup
Streamline workflows, document SOPs, and implement best practices
Provide initial accounting services (reconciliations, schedules, financial statements) before transition to recurring teams
Maintain strong knowledge of accounting principles and practices
Financial Review & Reporting
Review financial records, reconcile accounts, and resolve discrepancies
Prepare GAAP-compliant financial statements and ensure timely, accurate reporting
Qualifications
Bachelor's in Accounting, Finance, or related field; CPA preferred
8+ years in accounting/finance operations; 5+ years in project management/client implementation
Expertise with cloud accounting software and 3rd parties (e.g., QuickBooks Online, Sage Intacct, NetSuite, ADP, Bill.com, Expensify)
Strong GAAP knowledge, analytical skills, and ability to manage multiple projects
Excellent communication, organizational, and client-facing skills
Ability to train, collaborate across levels (staff to C-suite), and deliver quality results under deadlines
Preferred Skills
Consulting or client service experience
ERP/software migration background
Familiarity with project management tools (e.g., SmartSheet)
Experience with accounting process and tech stack assessments
Auto-ApplyConsultant, IRA Advisory
Frisco, TX job
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 team as a Consultant! You will be a part of our Development Advisory team where you will provide 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. You will be an integral part of supporting Baker Tilly's services tied to the Inflation Reduction Act.
As one of the fastest growing firms in the nation, Baker Tilly 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 considering a long-term career in professional services and want exposure to the energy and community development advisory 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 skills to build a strong foundation now, for tomorrow
* You will have the opportunity to:
* Gain hands-on experience in energy and community development advisory
* Participate in our technical training and development program designed to provide the tools needed to contribute to and lead client engagements
* Experience on-the-job training through real work engagements
* Learn directly from experienced managers and partners with specialized experience and technical knowledge within various industries such as energy and utilities, real estate, public sector, and transactions, among others
Qualifications:
* Bachelor's degree in finance, business, accounting, supply chain, engineering or manufacturing-related field required.
* 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.)
* Consultants will additionally have:
* 1-2 years of relevant work experience
* Involvement with a professional organization desired
* Experience building financial models incorporating income statements and cash flows to support business decisions
* Experience with core financial processes (e.g. monthly close, financial reporting)
Auto-ApplyInternational Tax Director
Dallas, TX job
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 interested in joining one of the fastest growing public accounting firms?
If yes, consider joining Baker Tilly (BT) as an International Tax Director. In this role you will be focused on the delivery of a full range of international tax services for multiple clients in a wide variety of industries. Your responsibilities will include interacting closely with clients to provide innovative international tax planning, consulting, and compliance expertise; developing and managing staff; working closely with staff on client management, practice development and business development activities; and formulating and delivering innovative international tax planning and savings strategies. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. Our International Tax Practice is a National Practice, with team members based out of many of our offices. It is highly preferred to have this Director in Chicago, IL or Dallas, TX.
You will enjoy this role if:
* You are able and excited to drive growth and able to market source new clients and new business and want to partner closely with Baker Tilly colleagues across all disciplines and help drive forward our strategy
* You are excited about having a direct impact to grow the International Tax Practice
* You want to work for a leading CPA advisory firm which is growing, growth means more opportunity
* You are passionate about contributing to your team's professional growth and your continued development, creating endless opportunities now, for tomorrow
What You Will Do:
* Oversee tax-planning responsibilities for clients, review complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates.
* Oversee the delivery of a full range of international tax services and advise U.S. and foreign multinational companies on the tax implications of their international operations as well as coordinating U.S. tax laws with foreign tax laws to develop an optimal worldwide tax strategy and develop tax planning strategies to minimize U.S. and foreign income taxes
* Consult with clients on tax-efficient structuring of international transactions, effective use of tax treaties, planning related to offshore investments activities and repatriation programs to minimize US and foreign income taxes of our US-based multinational clients, minimizing worldwide tax burdens on business transactions and operations, and making effective foreign investments
* Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested, make recommendations to the client for consideration
* Actively participate in business development efforts to include working collaboratively with other partners and marketing professionals to target and build relationships with client prospects
* Manage, supervise, train and lead the staff through counsel, guidance and coaching. Evaluate performance and work efforts; participate in performance review process
Qualifications
Successful candidates will have:
* Bachelor's degree in accounting required, master's or advanced degree highly desirable
* CPA and/or JD required
* Twelve to fifteen plus (12-15) years of public accounting experience in International Tax issues; to include inbound and outbound transaction consulting, multi-national corporation experience, transfer pricing, foreign tax credit utilization, and tax minimization. We will look at candidates who have public accounting and large corporate international experience
* Excellent leadership, organizational, interpersonal and communications skills, ability to effectively manage and mentor a staff
* Experience with Pillar II would be highly desirable.
* Demonstrated management, analytical, organization, interpersonal, project management, communication skills
* Ability to travel as needed for client engagements and team meetings
For California, Colorado, New York and Washington: The compensation range for this role is $229,510 to $435,120 Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
#LI-hybrid
Auto-ApplyExperienced Audit Associate - Frisco, TX
Frisco, TX job
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 for an accounting role to launch your career?
Do you want to work with privately held and publicly traded companies that occupy all stages of development?
As an Audit Associate at Baker Tilly (BT), you will be a value architect delivering 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:
Desire to become a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
Want to work for a leading CPA advisory firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
Value your development and want to work for a firm that provides a great work environment (ask us about My Time Off, My Development and Dress for Your Day!)
Want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow
You will have the opportunity to:
Be a trusted member of the engagement team providing various assurance and consulting services:
Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised
Perform substantive testing on client's balance sheets and income statements
Test for deficiencies of internal controls and discussing recommendations for improvement
Learn and grow from direct on-the-job coaching and mentoring along with participating in firm wide learning and development programs
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
Build friendships and strong work relationships while gaining valuable experience
Qualifications
Successful candidates will have:
Bachelor's or master's degree in accounting or a related degree in business, with sufficient course work and credits to sit for the CPA exam in the state you are being considered
Outstanding academic performance required, with a preferred GPA of 3.0 or above
Relevant internship, work experience and/or involvement with a professional organization
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.)
There is currently no immigration sponsorship available for this position
Auto-ApplyPrevailing Wage & Apprenticeship, Junior Project Manager
Frisco, TX job
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.
Auto-Apply