Carr, Riggs & Ingram jobs in Houston, TX

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for an Experienced 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 required * CPA and/or MBA preferred * Public Accounting experience a plus * Five (5) plus years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred * Experience supporting not for profit clients is required * 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) * Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook * Experience in Sage Intaact and/or NetSuite required, QuickBooks On-line (QBO) experience a plus #LI-AB1 #LI-Hybrid

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: At Baker Tilly, we invest in our people. We believe in continuous learning and development and have several programs to ensure the success of our people. As we continue to expand our not-for-profit practice within our client accounting services practice, we are seeking to add an Associate to our team. An Associate within the Client Accounting Services Consulting Team is responsible for providing accounting and financial reporting support services to clients. This role works as part of a team to complete deliverables for clients in a timely manner, with high quality and accuracy. This role works on several clients across various industries and geographies. Our clients include a diverse range of not-for-profits including foundations, churches, associations, visitors' bureaus and social services organizations. This variety allows us to offer our team a variety of opportunities across numerous not-for-profit sectors, ensuring a continuous flow of impactful and meaningful work. * Provide best in-class basic accounting and financial reporting support services to clients under direct supervision and with an emphasis on being responsive, timely, professional and accurate * Provide accounting related services to our clients including accounts payable, accounts receivable, account reconciliation, journal entries, general ledger and monthly, quarterly and year end reporting * Provide team with basic support to accomplish client deliverables * Prepare client statements and reports for next level review * Proactively communicate status of work, ask timely questions and seek clarity from lead on client engagement when needed in order to keep work progressing * Answer basic accounting and software questions, escalating as needed * Meet client service expectations through adhering to quality and timely client deliverables, and meeting time budget expectations * Responsive to questions/concerns from team members and clients (internal and/or external) * Execute on defined processes and procedures and share ideas or recommendations for improvements * Promptly communicate roadblocks and inefficiencies as they arise * Maintain and expand knowledge base of accounting principles and practices * Apply learning from one client engagement to the next and share learning with fellow team members where relevant * Stay current with updates and improvements on applicable technology platforms and obtain certifications as directed by supervisor Qualifications * Bachelor's degree in accounting or related field. * 0-2 years of experience in accounting, bookkeeping, or related field desired. Professional services experience a plus. * Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records preferred * Experience in QuickBooks, Sage Intacct and/or Bill.com a plus * Experience and knowledge working within MS Office Suite

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: The Senior Workforce Planning & Analytics Analyst serves as the data and insights engine of the Workforce Planning function, translating complex workforce data into meaningful analysis that drives strategic decision-making. This role designs and maintains forecasting models, analyzes capacity and utilization trends, and develops dashboards that empower firm leadership to anticipate hiring needs, manage growth, and optimize workforce mix. Partnering across Finance, Talent Attraction, and Resource Management, the Analyst ensures the firm's workforce strategy is grounded in accurate, timely, and actionable intelligence and data. Positioned at the intersection of strategy, analytics, and execution, this role offers the opportunity to shape how a global professional services firm understands and plans its workforce. The Analyst's work directly influences hiring plans, budget allocations, and long-term headcount strategies, making it an ideal fit for professionals who thrive on data-driven storytelling, business partnership, and measurable impact. It's not just about reporting the numbers, it's about helping the business make smarter, faster, and more informed workforce decisions. Key Responsibilities Model Development: Build, maintain, and refine workforce planning forecasting and scenario models in Adaptive Planning and Power BI. Forecast Accuracy: Analyze variances between forecast and actual results; provide root-cause insights and recommendations. Reporting & Visualization: Design Adaptive Planning dashboards and reports for executive leadership and service line reviews, integrating data from RM, TA, and Finance. Data Governance: Maintain integrity of master datasets and ensure consistency across systems of record. Service Line Support: Develop RM-facing reports and analysis that highlight utilization, capacity, and staffing trends. Strategic Insights: Include insights related to emerging talent or demand trends with monthly and quarterly reporting to support the strategic objectives of leadership. Automation & Innovation: Support automation of recurring reports and continuous improvement of forecasting methodologies. Qualifications Bachelors Degree 3 years minimum, 5+ years preferred in data analytics, workforce planning, or FP&A, ideally within a professional services context. Advanced Excel and BI skills (Power BI, Tableau); Adaptive Planning or Workday experience preferred. Ability to interpret and visualize complex datasets for non-technical audiences. Strong attention to detail, problem-solving ability, and business acumen. The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Join One of the Fastest-Growing Professional Services Firms in the Nation Are you passionate about helping clients embrace technology to elevate their business operations and enhance customer satisfaction? If yes, consider joining Baker Tilly US, LLP (BT) as a Senior Sage Intacct Consultant specializing in the Construction Vertical! At BT your main responsibilities will include working directly with clients to deliver software solutions through implementation projects and ongoing support-driving high customer satisfaction and successful adoption. As one of the fastest-growing firms in the country, BT offers: · A clear path for career advancement · Flexibility in how and where you work · Meaningful relationships with clients, teammates, and leaders who genuinely care about your growth and development What You'll Do As a trusted member of the engagement team, you will be expected to: Interpersonal Functions: · Provide prompt, concise, and friendly communications providing high quality service · Utilize time management skills with ability to manage priorities independently and successfully multi-task across projects, customers, and internal activities · Advocate for clients, team members, and the product · Work effectively independently and collaboratively in a team environment · Mentor other team members in areas of subject matter expertise Technical Functions: · Monitor and respond to customer technical issues, implementation questions, and informational requests · Clearly articulate system functionality through written and oral communication methods · Coordinate, plan, and lead internal and client project team meetings · Be able to: o configure and implement the Sage Intacct software, following our prescriptive implementation methodology resulting in in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption o document customer business requirements into configurable software solutions and business management processes utilizing best practices and visual process flowcharts o perform gap analysis between system functionality and client requirements including recommendation of alternative applications to achieve similar goals when necessary o design and build industry specific key performance indicators, reports, and dashboards o conduct training for customer end-users at all levels of the customers organization and relate system functionality to customer business operations · Advanced proficiency with Excel (pivot tables, vlookups, macros, etc.) for efficient data mapping, integration, and migration of customer data · Utilize and deepen your knowledge of the Sage Intacct software including development of expertise implementing and using Sage Intacct, as well as staying current with the latest product features and enhancements, especially those related to the CRE product at Sage · Any additional assignments as requested by management. Qualifications Successful candidates will have: · A Bachelor's degree in Accounting (preferred), Business, or MIS (with a foundational understanding of accounting concepts). · Deep knowledge of the construction industry, including micro-verticals, operational/reporting requirements, and terminology. · Three (3) + years' experience providing consulting and implementing Sage Intacct, ERP/financial applications and/or other SaaS solutions. · Construction industry experience working in accounting or operations (with general understanding of accounting principles). · Sage Intacct Implementation Certification, and/or Sage Intacct Construction Implementation Consultant Certification Package. · Experience as a client-facing support consultant. · Knowledge of construction-specific payroll requirements · Hands-on experience with full-cycle software delivery or as an end-user during implementation or upgrades (preferred). · Advanced Excel skills (pivot tables, VLOOKUPs, macros, etc.) for efficient data mapping, integration, and migration of client data. · Proficiency in Microsoft Office Suite. · Eligibility to work in the U.S. without sponsorship. The compensation range for this role is $85,910 to $162,890. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: 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

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

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

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly is currently searching for a Senior Manager to join our CFO Accounting Advisory practice. As a Senior Manager in CFO Accounting Advisory, you will provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process, generally related to the finance or accounting functions of the client's organization. You will collaborate with managers and partners within the group as you review work product and participate actively in client meetings and planning efforts. You will work with Financial Advisory Partners and others, as well as independently, to identify and pursue business development initiatives and to win specific engagement opportunities through scoping and budgeting engagement needs. Responsibilities: * Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors * Be accessible and anticipate client needs, questions, and issues * Schedule internal and external deadlines to meet client expectations for delivery * Interact at the highest levels of client organizations * Resourceful at gaining exposure to client activities offering potential for application of firm services * Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest * Establish record of gaining client use of wide range of firm services * Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk * Handle heavy load, including complex/demanding clients * Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource * Understand firm's strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements * Create opportunities to gain new clients * Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams * Regularly look for opportunities, recommendations, and additional firm services that could benefit client * Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm * Lead by example to positively impact employee morale * Contribute to firm's efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff * Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities Qualifications * Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines * Five (5)+ years' of supervisory experience, mentoring and counseling associates * Relevant bachelor's degree in accounting, finance or related * Certified public accountant (CPA) * High motivation, initiative and positive attitude * Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately * Intermediate 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, board meetings, and investor presentations * The compensation range for this role is $179,850 - $340,970. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Tax Experienced Associate- Real Estate Property Tax to join our growing State & Local Tax (SALT) practice in Dallas, TX! 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. Candidates for the Associate position must possess a successful track-record of experience in the real estate Property 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 appealing assessment notices, property valuation, and tax filings. The Associate is responsible for ensuring client appeals are handled appropriately and working with the team to apply proper valuation methodologies. Essential Duties and Responsibilities * Manage property tax 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 * Desire to pursue 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 $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.

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.

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.

Responsibilities Executing the day-to-day activities of audit engagements of various clients Conducting audits and other engagements using a team approach to coordinate and manage the inclusion of tax and other advisory team members on the engagement Efficiently manages fellow assurance team members, primarily on financial statement audits, from planning the engagement, coordinating with client, timely review of team members work, and timely reviews of team members engagement performance Maintaining long-term focus on client relationships by maintaining client contact with appropriate individuals throughout the year Ensuring compliance with internal (audit methodology and risk management) and external (regulatory) requirements Identifying and communicating accounting and auditing matters to managers and partners Recognizing opportunities to provide additional services to new or existing clients Preparing complex financial reports, including statements, footnotes, supplemental information and all other client deliverables Researching a complex accounting topic and forming a conclusion to be reviewed by an appropriate team member and presented before the client Coaching and developing fellow staff members, including interns and through senior associates Assisting in the development and training of new staff Recruiting for future staff hires Requirements Credentials & Experience Bachelor's degree in Accounting CPA certification preferred 2-5 years of public accounting experience with a national or regional firm Public accounting experience within an Assurance Department at either the Staff or Senior level Non-Profit experience preferred Knowledge & Skills Working knowledge of GAAP, SAS, and audit procedure Proficiency with computer audit applications and technology Strong communication skills, oral and written, so that client interactions are handled with professionalism and with a sense of wanting to help the client succeed Ability to handle multiple engagements simultaneously, while maintaining consistency and accuracy Ability to successfully interact with staff as well as clients' internal accounting staff and business owners Willingness to participate in Firm activities that contribute to the community through philanthropic efforts Must exhibit a high degree of professionalism including the ability to maintain the highest level of confidentiality Presentation skills necessary to confidently present at an audit committee meeting, industry or trade association and for an office event Travel Requirements To accommodate the needs of clients, 20-30% time will be spent traveling.

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)

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: Join Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and a coach to a group of talented staff, utilizing your experience 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'll enjoy this role if: * You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges * You want to work for a leading CPA advisory firm who serves their clients with their clients' and employees' best interests in mind and are transparent in their decisions * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!) * You want to contribute to your engagement team's professional growth and enhance your own skills to build a career with opportunities now, for tomorrow What you will do: * Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: * Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns * Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax * Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations * Learn and grow from direct and 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 * Support the growth and development of team members * Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: * Bachelor's degree in accounting from an accredited college/university; Licensed CPA, JD, or EA. * Five (5)+ years of experience providing federal and state tax compliance, accounting and advisory services in a professional services firm * Two (2)+ years of supervisory experience, mentoring and counseling associates * Demonstrated management, analytical, organization, interpersonal, project management, communication skills * Ability to lead and supervise others, 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 projects * Highly developed software and Microsoft Suite skills * Eligibility to work in the U.S. without sponsorship preferred For California, Colorado, New York, Washington and remote roles: The compensation range for this role is $91,220 to $172,950. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-JM3 #LI-hybrid

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you interested in joining one of the fastest growing professional services firms in the nation? Do you enjoy helping customers embrace technology to elevate their business and customer satisfaction? If yes, consider joining Baker Tilly Advisory Group, LP (BT) as a Sage Intacct Senior Consultant! At BT your main responsibilities will include working directly with project managers and customers delivering software solutions for implementation projects with high customer satisfaction and successful customer adoption. (This position is REMOTE.) 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 work for a leading professional services firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You want to grow professionally and develop your client service and technical skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team and responsible for: Managing multiple projects and customers simultaneously to successfully implement following our prescriptive implementation methodology resulting in in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption Executing all aspects of the implementation process which includes collaborative consultation with the client, requirements definition, solution design, configuration, unit and integration testing, training, data cleansing, and data migration Maintaining deep knowledge of the Sage Intacct software including expertise implementing and using Sage Intacct advanced modules, as well as staying current with the latest product features and enhancements. Configuring and implementing the Sage Intacct software based on a thorough understanding of customer-specific business processes as well as industry and system best practices Developing and deploying implementation project plans and ensure projects are delivered on time, on budget while optimizing return on investment Utilizing and developing less experienced implementation resources providing on-the-job coaching and mentoring Conducting training for customer end-users at all levels of the customer organization and relate system functionality to customer business requirements Effectively documenting customer business requirements into configurable software solutions and business management processes utilizing best practices and visual process flowcharts Responding to customer technical support issues related to the system implementation Designing and building industry specific key performance indicators, reports, and dashboards Working in a team-oriented and collaborative environment with Professional Services, Sales, Support, Marketing and Customer Success to effectively coordinate project execution and completion Delivering prompt, concise, and friendly communications while providing high quality service and leadership to align with customer goals and requests Contributing to and using knowledge repository of deployment best practices and enhance tools and repeatability of service delivery Mentoring Associate Solution Architects and Solution Architects on processes, Sages Intacct modules and customer/project management Serving as an escalation point for project issues 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 required, preferably in Accounting, Business or MIS (candidate must also have general understanding of accounting terms through previous courses or experience) Three (3)+ years' experience providing consulting and implementing Sage Intacct, ERP/financial applications and/or other SaaS solutions Consulting experience end-to-end through the entire software delivery life cycle following a process-based methodology or experience as an end user who has gone through a software implementation or upgrade Advanced proficiency with Excel (pivot tables, VLOOKUP's, macros, etc.) is preferred for efficient data mapping, integration, and migration of customer data Demonstrated skills in the areas of time management, communication, relationship building, collaboration, and problem solving Strong leadership, project management, organizational and analytical skills, initiative, adaptability Microsoft Suite skills Eligibility to work in the U.S. without sponsorship The compensation range for this role is $85,910 to $162,890. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

We need a professional responsible for managing audit engagement teams, providing a high level of client service, earning a leadership role within the community and fostering growth for their team members, clients and themselves. This position of Senior Manager places the successful candidate in a environment focused on growth and teamwork. Within a firm that values a commitment to quality work balanced with one's life goals. LaPorte CPAs and Business Advisors values our team members and strives to provide resources and incentives needed to achieve personal and professional goals. Requirements: BS/MS in Accounting CPA designation required 7 plus years of public accounting experience with multiple years in a managerial role Current knowledge of GAAP, SAS and Uniform Guidance Exceptional communication skills, both oral and written Experience in C Suite client relations Strong sense of urgency and ability to quickly adapt to change Executive presence, including maintaining the highest level of confidentiality Desire for growth - personally and professionally Community minded Ability to interact successfully with clients and team members at all levels of the organizations Requirements: 2 years plus in the Senior Manager role, preferred Experience in the following Audit Niches: Construction, Non-Profit, and Energy Simultaneously able to manage multiple engagements and their respective teams, while maintaining attention to detail and team members' needs Comfort in presenting before a client's governing body and an industry or trade association conferences Participation in Firm activities that contribute to the community through philanthropic efforts and that contribute to the camaraderie of your team members An interest in advancement

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

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

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 a Senior Manager in the Energy Credit Syndications Group on the Development & Community Advisory team you will work closely with an experienced team of energy transaction and investor syndication specialists to help developer and investor clients develop energy projects and deploy capital, growing the Baker Tilly tax credit syndications practice. This team member will coordinate all phases of engagement planning and administration for Baker Tilly's energy tax credit syndication practice. This includes assisting in the effective management of the practice's staff. Extensive knowledge and experience regarding asset funding within the solar energy industry is required to perform this job. The role requires an experienced professional with investment banking or financial advisory experience who can identify, collect, and integrate information from disparate sources, develop cogent advisory strategies, and communicate them effectively to clients. The work will be complex and varied, so independent judgment and discretion are required. What you will do: * Successfully engage new clients while maintaining established client relationships * Pursue leads for new clients and successfully close the sale of new business * Staff management and people development; supervising and coordinating activities of other team members * Design and management of capital raising process; continued development and management of ongoing relationships with institutional funding parties focused on clean energy industry (transfer credit, tax equity, mezzanine, equity, etc.). * Management of market clearing activity to obtain the most competitive terms for clients. * Support and enhance internal operations, facilitating workflows ensuring optimal client experience * Perform as an industry leader internally and externally, representing Baker Tilly and the clean energy finance profession through speaking engagements, internal and external assignments, and client interactions as well as through active participation in relevant professional and community organizations * Work collaboratively with Baker Tilly advisory teams serving the clean energy industry to appropriately leverage competencies to serve client needs while growing the firm's presence in the clean energy and tax credit syndication industries. * Project management including defining work programs and project plans, timelines and budgets * Effective execution of special projects and all other duties as assigned Successful candidates will meet the following requirements: * Bachelor's degree in a specialized field such as finance, accounting, economics, engineering or a related field * MBA or Master's degree in a related field preferred * A minimum of 5 years of directly related work experience in the field of solar energy finance, with the demonstrated ability to negotiate and close numerous, large, complex transactions and syndication funds concurrently * Experience structuring and deploying capital from institutional and high net worth investors * Demonstrated leadership in the clean energy industry and/or the finance industry * The highest levels of technical competence in transaction structures required to monetize tax credits and related tax benefits * High level of ethics, teamwork, and commitment to excellence in work * Proven effective oral, written, and interpersonal skills, and requisite computer software skills appropriate to the specific field * Proven organizational and problem-solving skills * A sense of urgency and a commitment to timely completion of projects and transaction closings * Attention to detail alongside commitment to quality and confidentiality * Ability to work extended hours as needed, and the ability to travel including overnight as necessary