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CliftonLarsonAllen jobs in Milwaukee, WI - 38 jobs

  • Senior Platform Administrator

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Milwaukee, WI

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here CLA is growing and seeking to hire an experienced Senior Platform Administrator to join our talented Information Technology team. The position offers growth, flexibility and a collaborative work environment. This role leads the administration and optimization of the Databricks environment. They are responsible for the administration, configuration, and optimization of the Databricks platform to enable data analytics, machine learning, and data engineering activities within the firm. How you'll create opportunities in this Senior Platform Administrator role: Lead the setup, configuration, and maintenance of Databricks clusters. Monitor and optimize system performance, ensuring high availability and reliability. Implement and enforce security best practices and compliance standards. Collaborate with cross-functional teams to design and implement data solutions. Provide advanced user support and training. Develop and maintain comprehensive documentation for platform administration. Manage and maintain role-based access to data and features in the Databricks Platform using Unity Catalog. Implement external access controls for outside teams using service principles, SQL warehouses, and Delta Sharing. Ensure unused assets are tracked for pruning. Implement service principles and access tokens for external users. Create queries and dashboards to monitor critical systems and processes Automate common admin tasks using Databricks notebooks. Manage workflow tags, cluster tags, workflow naming convention enforcement. Perform clusters health check and best practices implementation. Perform regular backup and recovery. Perform privilege reviews on users and resources. Provide training to junior members of the team and act as a point of escalation for complex questions and issues. What you will need: 5 years of relevant experience required. Bachelor's degree or a combination of relevant experience and training may be considered in lieu of a degree. Technical Competencies: Understanding of data engineering needs Understanding of Azure infrastructure required by Databricks Experience with compliance audits/audit documentation Experience using Databricks APIs with tools like Postman Understanding of the Databricks workspace and development environment Experience using GitHub to manage source code Strong SQL skills for creating admin related queries and dashboards Strong debugging skills Ability to do risk analysis for 3rd party integrations with Azure resources. Familiarity with Dynatrace. Proficiency in Spark, Python, and SQL. Strong understanding of cloud platforms (AWS, Azure, or GCP). #LI-DJ1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
    $67k-102k yearly est. Auto-Apply 35d ago
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  • Central Billing Coordinator (On-site)

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Milwaukee, WI

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: The Central Billing Coordinator champions client billing and practice management of all services provided by the firm. The Central Billing Coordinator performs regular and ongoing collaboration with Client Relationship Leaders (“CRLs”) and engagement teams, as well as with leadership in order to process and monitor invoices, as well as resolving billing discrepancies and issues. This role is accountable for all duties related to timely and accurate client billing efforts within the firm. As a Central Billing Coordinator, you will: Collaboration: Collaborate and communicate with CRLs and their engagement teams on a regular basis in order to gain knowledge on billing expectations related to specific industry standards and individual job progress. Responsible for continual analysis of past billing and current trends in order to actively participate in billing discussions, up to and including providing suggested amounts to bill for both standard and out of scope work. Information Management: Continually review billing information to identify any discrepancies or errors. Work with internal teams to identify and correct any discrepancies or errors. Maintain accurate billing records and files. Analysis: Stay up to date on industry regulations and trends across the firm related to client billing. Compare and analyze billing rates and job specifics across the firm to ensure industry consistencies and standards are met. Processing: Process and monitor invoices to ensure accuracy and completeness. Review billing information to identify discrepancies or errors. Work with CRLs and engagement teams to ensure out of scope activities are properly billed. Prepare and submit reports on billing activities and trends. Practice Management: Involvement on other billing-related matters, as needed. May collaborate and assist on items such as new client setup, data validation, creation and maintenance of Billing Schedules. Continually monitor prepaid, installment and scheduled bills for client WIP consumption necessary. Client Interaction: Assist in communicating with clients and CRLs to resolve billing issues. Revenue Cycle Management: Assist with matters related to the entire revenue cycle such as AR posting, data management updates, AR adjustments, AR helpdesk, ad hoc client expense entries, etc. as needed. Financial Analysis: Follows up on aging A/R with engagement leaders, which may include direct interaction with clients. Actively follows up with engagement leaders on large work in process (WIP) jobs that need to be billed. Supports the Managing Principals, CRLs, Operations Directors, and team Seniors and Directors with proactive analysis of production, profitability, and overall financial performance on a weekly basis. What you will need: 3 years of related administrative experience required High school degree or equivalent experience is required Associates or Bachelor's Business Administration or Finance preferred Advanced proficiency with Workday or similar PSA software is preferred Minimum of 2 years of billing or accounting preferred Proficiency in Microsoft Windows and Office products (Word, Excel, Outlook, PowerPoint) is necessary Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-CG1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
    $38k-45k yearly est. Auto-Apply 7d ago
  • Temporary Senior Recruiter

    Bakertilly 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: We are seeking an Temporary Senior Recruiter to join Baker Tilly and support our experienced‑hire recruiting team. This role will partner with hiring leaders, manage full life‑cycle recruitment, and source top talent while ensuring a strong candidate experience. The ideal candidate is proactive, collaborative, and skilled at building relationships in a fast‑paced environment. Responsibilities: Manage full life‑cycle recruiting for experienced hires Partner with hiring managers to understand talent needs Source and identify qualified active and passive candidates Screen and assess candidates and present recommendations to hiring managers Coordinate and participate in interviews and debrief sessions Maintain consistent communication with candidates throughout the hiring process Keep applicant tracking system updated and ensure job postings are accurate Lead the offer process, including preparing and extending offers Build strong relationships with internal clients and stakeholders Develop and maintain relationships with candidates Collaborate with operations teams to ensure smooth candidate communication and documentation Qualifications Bachelor's degree or equivalent years of experience Three (3)+ years of experience in talent acquisition within a professional services firm required, five (5)+ years preferred. Experience in full life cycle recruiting focused in professional services or agency recruiting preferred Demonstrated ability to collaborate, influence and impact change by leading individuals in a matrix environment Ability to attract and retain talent, proven relationship-building skills, and strong leadership qualities to drive collaboration, influence, and change in a matrix environment Eligibility to work in the U.S. without sponsorship required The compensation range for this role is $34.21 to $64.84. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $34.2-64.8 hourly Auto-Apply 3d ago
  • Manager, Client Accounting Services-Real Estate

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities We're looking for an Accounting Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve 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 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! The Accounting Manager will be the primary client liaison and review the work performed for outsourced real estate accounting services. * Manage the timely delivery, completeness and quality assurance of the monthly financial statement closing and reporting process to ownership and joint venture partners. Duties related to monthly reporting include, but are not limited to: * Oversee the maintenance, review, analysis and reconciliation of balance sheet and income statement general ledger accounts for assigned properties * Review end of month journal entries for all material financial statement line items * Reviews workpapers for property-level and joint-venture financial statements prepared by property accountants * Review accrual worksheet in conjunction with the property management team for inclusion in the general ledger * Collaborate with property management to prepare monthly variance analysis * Review fixed asset schedule accounting for additions and dispositions, calculate and record depreciation and prepare roll forward schedules * Review expense reimbursements via intercompany payable or internal transfer * Review management fee calculation * Review roll-forward equity schedules for ownership * Review debt compliance reports for ownership * Review periodic distribution calculations * Review journal entries related to significant transactions such as acquisitions, dispositions, and financings * Support the annual financial statement audit and preparation of tax returns * Collaborate with third party accounting firms to provide external audit and income tax support * Review annual budgets for assigned properties * Review real estate and common area maintenance "true-ups" on an annual basis * Review setup of all new leases and renewals in property management software * Lead and plan client engagements. Provide recommendations for reporting and budgeting process improvements relative to the client's operations, processes, and business objectives. * Ensure seamless interaction and outstanding communication with property management team * Act as liaison to address and resolve client issues and assist team leaders in researching and providing additional services to client. * Evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues. * Assist in ad-hoc projects and activities to foster growth and best practices of the business unit Qualifications: * Bachelor's Degree in Accounting; CPA or MSA/MBA preferred * 5 + years commercial real estate accounting experience. Exposure to property-level and ownership accounting is required * Knowledge of GAAP and tax accounting * Proficient with MS Office software * Deep experience in MRI or Yardi is required. * Critical thinking ability and a track record of solving problems and driving projects to completion * Ability to communicate succinctly and anticipate and resolve issues/problems on a proactive basis
    $74k-110k yearly est. Auto-Apply 16d ago
  • Associate, Private Equity Fund Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you ready to start out your accounting and finance career in a new way? Our Private Equity Fund Services team is seeking to add an Associate to their team! This is a great opportunity for someone who is starting out their career in accounting and finance. We believe in continuous learning and development and have a number of programs to ensure the success of our people. Requirements: * Records daily journal entries and reviews cash reporting * Helps prepare quarterly and annual reporting packages for management approval * Helps prepare quarterly and annual financial statements for management approval * Prepares capital calls and distributions for management approval * Coordinates the delivery of capital call and distributions notices to clients and the investors * Prepares and reviews correspondence with client investors to address inquires as needed * Manages client investor portals * Coordinates and completes special projects as directed by management * Performs other duties as assigned Successful Candidates will have: * BBA/BS in Accounting or related field required * CPA license (or in process) preferred * 0-1 year of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting) * Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required * Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients * Strong organizational skills with excellent attention to detail * Requires ability to work both in team environment and independently * Eagerness to learn and strong work ethic * Must be able to work in a fast-paced environment and handle multiple priorities and deadlines * Knowledge of Investran or other partnership accounting software a plus
    $53k-82k yearly est. Auto-Apply 45d ago
  • Manager, Practice Management - Consulting Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: The Manager, Practice Management provides operational and strategic support to the Consulting Service Line, driving process improvement, consistency, and execution across business lines and practices. The role partners closely with Practice Management leadership, Consulting leaders, and Enterprise Solutions & Operations (ESO) functions to ensure smooth operations, alignment with firm initiatives, and a focus on efficiency and quality. This individual plays a key role in translating strategic priorities into actionable plans, identifying opportunities for operational improvement, and supporting change management initiatives. The ideal candidate brings strong analytical skills, sound judgment, and the ability to operate both strategically and hands-on in a fast-paced, dynamic environment. Success in this role requires initiative, critical thinking, and the ability to build deep relationships, engage effectively with people at all levels, and influence outcomes through collaboration and credibility. Responsibilities * Assist with embedding standardized processes, tools, and frameworks to drive consistency, scalability, and operational excellence across the Consulting Service Line. * Identify and implement process improvements that enhance team performance and client delivery efficiency. * Partner with leadership to translate strategic priorities into executable operational plans and measurable outcomes. * Facilitate and support change management efforts tied to firmwide initiatives, system implementations, and organizational transitions. * Assist and execute team-level projects focused on workflow optimization, performance enhancement, and operational alignment. * Serve as a point of contact for operational questions and process-related escalations, ensuring timely and effective resolution. * Act as a system and process subject matter expert, assisting with engagement setup, financial coordination, resourcing, and related operational activities. * Assist with evaluating business performance metrics and synthesize insights to inform decision-making and continuous improvement. * Partner with ESO subject-matter experts (Finance, Resource Management, IT, etc.) to support service line objectives and enhance operational capabilities. * Track utilization and workforce balance, including complementary workforce resources, to ensure alignment with strategic goals. * Support onboarding, training, and integration for new hires and acquired practices to ensure a smooth transition into Consulting's operating model. * Collaborate on M&A activities to align and stabilize acquired teams within existing structures. Qualifications * Bachelor's degree or equivalent experience * Minimum of 3 years of experience in an operational, project management or consulting role * Experience supporting change management, process improvement or organizational initiatives preferred * Strong attention to detail, commitment to producing accurate work in a timely manner * Proven ability to understand problems, think critically, and identify creative solutions * Self directed professional with strong interpersonal skills * Demonstrated ability to analyze data and business processes to generate actional insights and recommendations * Strong verbal and written communications skills including the ability to articulate information and respond to questions clearly * Ability to collaborate and work effectively across functions/departments/teams while building trust and positively influencing others * Strong organization skills; able to effectively prioritize assignments and competing deadlines * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and SharePoint All qualified internal candidates will be considered for this position, irrespective of their current geographic location. The compensation range for this role is $71,150 to $134,860. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $71.2k-134.9k yearly Auto-Apply 22d ago
  • Assurance Senior

    Bakertilly 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on the Real Estate & Construction sector and further become an expert for your clients? If yes, consider joining Baker Tilly US (BT) as an Audit Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry 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 that serves middle market clients and whose owners have both 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 structured programs (ask us about My Time Off, My Development and Dress for Your Day!). You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow. What you will do: Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients: Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised. Plan and supervise the execution of all audit engagement activities. Review and perform substantive testing on client's balance sheets and income statements. Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement. Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered. 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 Successful candidates will have: Bachelor's degree in accounting or an undergraduate degree with sufficient coursework to sit for the CPA exam CPA preferred or actively pursuing completion of exam Two (2)+ years of experience providing financial statement auditing services within a public accounting firm Real Estate & Construction experience a plus 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 Eligibility to work in the U.S. without sponsorship preferred
    $61k-74k yearly est. Auto-Apply 60d+ ago
  • Associate Data Engineer

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Associate Data Engineer As a Senior Consultant - Associate Data Engineer you will design, build, and optimize modern data solutions for our mid‑market and enterprise clients. Working primarily inside the Microsoft stack (Azure, Synapse, and Microsoft Fabric), you will transform raw data into trusted, analytics‑ready assets that power dashboards, advanced analytics, and AI use cases. You'll collaborate with solution architects, analysts, and client stakeholders while sharpening both your technical depth and consulting skills. Key Responsibilities: * Data Engineering: Develop scalable, well‑documented ETL/ELT pipelines using T‑SQL, Python, Azure Data Factory/Fabric Data Pipelines, and Databricks; implement best‑practice patterns for performance, security, and cost control. * Modeling & Storage: Design relational and lakehouse models; create Fabric OneLake shortcuts, medallion‑style layers, and dimensional/semantic models for Power BI. * Quality & Governance: Build automated data‑quality checks, lineage, and observability metrics; contribute to CI/CD workflows in Azure DevOps or GitHub. * Client Delivery: Gather requirements, demo iterative deliverables, document technical designs, and translate complex concepts to non‑technical audiences. * Continuous Improvement: Research new capabilities, share findings in internal communities of practice, and contribute to reusable accelerators. Collaborate with clients and internal stakeholders to design and implement scalable data engineering solutions. Qualifications: * Education - Bachelor's in Computer Science, Information Systems, Engineering, or related field (or equivalent experience) * Experience - 2-3 years delivering production data solutions, preferably in a consulting or client‑facing role. * Technical Skills: Strong T‑SQL for data transformation and performance tuning. Python for data wrangling, orchestration, or notebook‑based development. Hands‑on ETL/ELT with at least one Microsoft service (ADF, Synapse Pipelines, Fabric Data Pipelines). * Project experience with Microsoft Fabric (OneLake, Lakehouses, Data Pipelines, Notebooks, Warehouse, Power BI DirectLake) preferred * Familiarity with Databricks, Delta Lake, or comparable lakehouse technologies preferred * Exposure to DevOps (YAML pipelines, Terraform/Bicep) and test automation frameworks preferred * Experience integrating SaaS/ERP sources (e.g., Dynamics 365, Workday, Costpoint) preferred
    $68k-90k yearly est. Auto-Apply 12d ago
  • Senior Associate- Client Accounting Services, Real Estate

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? Join Baker Tilly (BT) as a Senior Property Accountant with our growing outsourced Client Accounting Services practice! This is a great opportunity to be a valued business advisor property accounting services to multiple clients across the country. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. This is a hybrid position - located near one of our offices. In this role, you will work in a cloud based environment and serve as a Senior Accounting Associate for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance! You will enjoy this role if: * You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized * You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions * You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance * You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants What you will do: The Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets. Responsibilities include, but are not limited to, the following: * Prepare and deliver monthly financial reporting package for each assigned property * Maintain accounting records for ownership entities holding real estate assets * Monitor compliance of certain ownership, debt and other agreements * Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required * Prepare and analyze periodic excess net cash flow distribution calculations * Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings * Prepare data to support the annual financial statement audit and preparation of tax returns * Assist in preparation and review of annual budget * Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities * Input and setup all new leases and lease renewals in property management software * Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs * Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications * Bachelor's degree in accounting * Three+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate) * Development/Construction accounting background is preferred * Intermediate to advance with MS Office software/Excel * Experience with MRI or Yardi preferred * Excellent analytical, technical and problem solving skills, with strong attention to detail * Exceptional verbal and written communication, collaboration, and time management skills * Eligibility to work in the U.S., without sponsorship, highly preferred #LI-EH1 #LI-Hybrid
    $58k-75k yearly est. Auto-Apply 24d ago
  • Financial Reporting Manager

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: We are seeking a Financial Reporting Manager to join Baker Tilly's Internal ControllershipTeam. This position requires a demonstrated ability to apply problem-solving techniques to resolve issues, communicate effectively, work collaboratively with cross-functional teams, and escalate matters to the appropriate stakeholders. The Financial Reporting Manager will also advocate for continuous improvement and embrace change management with specific processes and tools, all in support of a growing and dynamic organization. Key Responsibilities (not all-inclusive): * Oversee preparation of individual affiliate financial statements, ensuring compliance with US GAAP and other regulatory requirements. * Ensure unique accounting transactions specific to Baker Tilly affiliates are appropriately presented for both internal and external reporting purposes. * Coordinate the preparation and review of non-financial statement regulatory filings. * Prepare research memos on international accounting standards and proper accounting treatment for transactions in non-US countries including the United Kingdom, India, Singapore, and Australia. Conduct analysis on differences between international standards and US GAAP. * Coordinate and review financial close processes, ensuring accuracy, completeness, and timeliness of reporting. * Drive process improvement initiatives to enhance efficiency, automation, and standardization of accounting operations worldwide. * Monitor changes in accounting standards and regulatory requirements, providing guidance and training to global finance teams. * Develop, mentor, and inspire a high-performing, diverse accounting team, fostering a culture of continuous learning and excellence. Qualifications: * Bachelor's degree in accounting required * CPA license strongly preferred. * 5+ years of progressive technical accounting or financial reporting experience, with strong knowledge in US GAAP and strong understanding of international accounting and reporting complexities. * Demonstrated ability to prepare and review technical accounting memos and consolidated financial statements. * Strong communication skills and executive presence. * Excellent analytical, problem-solving, and critical-thinking skills. * Ability to work independently in a fast-paced environment with strict deadlines. * Commitment to continuous learning, confidentiality, and ethical standards. * Proficiency in MS Office Suite (Excel, Word, PowerPoint, Project). The compensation range for this role is $98,230 to $186,220. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $98.2k-186.2k yearly Auto-Apply 8d ago
  • Senior Associate, Private Equity Fund Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Our Private Equity Fund Services team is seeking to add a Senior Associate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms. * Perform monthly/quarterly review of property financials and GL provided by client's property accounting teams. * 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) * 3+ years of experience with commercial real estate accounting experience. Exposure to property-level and ownership accounting is required * 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 * Experiences with Investran or Yardi preferred #LI-AB1 #LI-Hybrid
    $57k-73k yearly est. Auto-Apply 12d ago
  • Prevailing Wage & Apprenticeship, Junior Project Manager

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Come join Baker Tilly's Development Advisory (DA) team as a Senior Consultant working on our Prevailing Wage & Apprenticeship compliance team! You will be a part of our larger Development Advisory team, which provides a variety of services including, but not limited to, energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities. This position plays an integral part in Baker Tilly's services tied to the Inflation Reduction Act ("IRA") of 2022. As one of the fastest growing firms in the nation, Baker Tilly offers upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: * You enjoy helping internal and external stakeholders meet their collective goals. * You have an interest in energy incentives, construction labor compliance or the Inflation Reduction Act ("IRA") of 2022. * You crave an opportunity to work with a team of professionals that will challenge you mentally and provide an opportunity for tremendous growth. * You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your project management and consulting skills and build your career now, for tomorrow What you will do: * Support prevailing wage and apprenticeship compliance efforts for projects seeking IRA credits. * Directly support and work hand in hand with the team's PW&A manager communicating with stakeholders, supporting subtractors in efforts to eliminate non- compliance. * Support in the training of stakeholders to utilize our compliance program, respond to questions and direct to appropriate team members, and provide supporting assistance to project stakeholders. * Utilize your interpersonal communication skills to build and manage strong relationships with Baker Tilly colleagues and our clients. * Assist team leaders by documenting and analyzing processes, internal controls, and workflow to identify opportunities for improvement. * Support project team in day-to-day service delivery. * Learn and grow from direct on-the-job coaching and mentoring along with participating in firmwide learning and development programs. * Enjoy friendships, social activities and team outings that encourage a work-life balance. Successful candidates will meet the following requirements: * A Bachelor's degree within business, finance, accounting, supply chain, engineering, construction management OR experience in lieu of a degree accepted * Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required * Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties * Experience with construction industry or labor compliance helpful. * The compensation range for this role is $86,660 - $164,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $86.7k-164.3k yearly Auto-Apply 60d+ ago
  • Specialist, Payroll - Vantagen

    Bakertilly 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities: The main responsibilities of this role is to provide direct support and consulting to our payroll clients. This role is expected to understand payroll in depth and to maintain knowledge of payroll practices and laws so as to provide better service and information to our clients. Under the supervision of the Payroll Supervisor, this role is expected to be independently managing their client relationships, however, when needed, escalating issues or challenges for prompt resolution. Client Service & Deliverables Ensure client payroll information is accurate within their specific payroll system and resolve any discrepancies Review and/or process payrolls in a timely manner to meet client deadlines to include updating employee records, calculating/paying bonuses or severance, reviewing accuracy of federal and state income related tax calculations, and reconciling payroll deposits, tax withholdings, wage garnishments, etc. Prepare reports of employee earnings, taxes, deductions, and employer's contribution for social security and unemployment Client Service Establish strong and trusted client relationships by effectively consulting with clients on all payroll related matters Maintain confidence of employee data by keeping all information confidential Accurately convey detailed information in both written and verbal format Provide technical software support to clients Identify and accurately capture out of scope work Identify new opportunities to expand services to clients Implementation & Technology Be an additional resource to the implementation team when needed Interviews clients to gain understanding of payroll needs Manage new client implementation projects, ensuring timely completion and client satisfaction Train clients on payroll processes as necessary Individual and Team Development Be a resource to new hires and/or less experienced staff as it relates to clients, software, payroll, and/or processes Provide honest feedback to new hires/less experienced staff in a timely manner Help build team capabilities and knowledge by sharing insights and lessons learned Research and maintain product knowledge on ADP software platforms Maintain current knowledge of local, state, and federal practices and laws Qualifications: 1-3 years of relevant payroll experience; associate or bachelor's degree preferred. Experience in lieu of degree considered Experience with ADP software platforms desirable Working knowledge of Outlook and Microsoft Office Suite (Word, Excel, PowerPoint) Highly detail oriented and focused on accuracy Strong organization and time management skills Strong adaptability and multi-tasking skills Ability to effectively work in a deadline driven environment serving multiple clients Ability to provide exceptional client service Strong written and verbal communication skills; appropriately and professionally communicates with all levels Ability to learn new technology and processes quickly Ability to learn from experiences and integrate new knowledge and skills into daily work and share with colleagues as appropriate
    $41k-53k yearly est. Auto-Apply 9d ago
  • Consultant, IRA Advisory

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Come join Baker Tilly's Development Advisory team as a Consultant! You will be a part of our Development Advisory team where you will provide a variety of services including, but not limited to, energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities. You will be an integral part of supporting Baker Tilly's services tied to the Inflation Reduction Act. As one of the fastest growing firms in the nation, Baker Tilly has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if you: * Are considering a long-term career in professional services and want exposure to the energy and community development advisory industry * Value your development and want to work for a firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * Want to grow professionally and develop your client service and technical skills to build a strong foundation now, for tomorrow * You will have the opportunity to: * Gain hands-on experience in energy and community development advisory * Participate in our technical training and development program designed to provide the tools needed to contribute to and lead client engagements * Experience on-the-job training through real work engagements * Learn directly from experienced managers and partners with specialized experience and technical knowledge within various industries such as energy and utilities, real estate, public sector, and transactions, among others Qualifications: * Bachelor's degree in finance, business, accounting, supply chain, engineering or manufacturing-related field required. * The ability to work effectively in a team environment with all levels of client personnel * Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving * Organizational and analytical skills, initiative, adaptability * Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.) * Consultants will additionally have: * 1-2 years of relevant work experience * Involvement with a professional organization desired * Experience building financial models incorporating income statements and cash flows to support business decisions * Experience with core financial processes (e.g. monthly close, financial reporting)
    $57k-80k yearly est. Auto-Apply 60d+ ago
  • Field Enablement, Senior Manager

    Bakertilly 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Baker Tilly is seeking a dynamic Field Enablement Senior Manager to empower our client-facing professionals with the tools, training, and coaching needed to drive revenue growth and consistent selling behaviors. As the primary enablement resource for your assigned region, you'll partner with industry, service, and geography leaders to integrate strategic sales initiatives and align with our operating model. Responsibilities Sales Process & Methodology (25%) Embed Baker Tilly's sales process into daily selling behaviors for consistency, efficiency, and client impact. Reinforce the Challenger Sale methodology through training, coaching, and scenario-based exercises. Facilitate role plays and simulations, and coach practitioners on live opportunities. Track progress and identify gaps using performance data. Tools Reinforcement & Sales Program Execution (25%) Drive adoption and proficiency with sales tools (Salesforce, Highspot, etc.). Deliver hands-on training and support for sales education programs (Growth Activation, Bridge). Monitor usage data and tailor support to maximize tool adoption. Sales Coaching (25%) Provide targeted 1:1 and small group coaching focused on behavior change and skill adoption. Shadow practitioners, deliver actionable feedback, and facilitate practice through role plays. Identify skill gaps and tailor coaching to individual needs. Sales Initiative Support (25%) Support strategic sales initiatives (Cross Expansion, Salesforce Supercharged, Focus Account Program). Partner with principals to identify client expansion opportunities and drive CRM adoption. Lead delivery of Salesforce training modules and reinforce initiative goals. Qualifications: Bachelors Degree or equivalent years of experience Minimum of 8 years of experience, ideally in professional services Deep expertise in sales processes and methodologies (Challenger, JOLT, SPIN). Strong facilitation and training skills; able to simplify complex concepts. Skilled in coaching, delivering actionable feedback, and driving long-term behavior change. Excellent verbal, written, and presentation skills; executive presence and storytelling ability. Proficiency in Salesforce, Highspot, and Teams; ability to teach and embed tools into workflows. Analytical acumen; understanding of KPIs, pipeline health, and sales metrics. Effective cross-functional collaborator; adaptable to dynamic environments (e.g., post-merger). The compensation range for this role is $133,340 to $252,790. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $133.3k-252.8k yearly Auto-Apply 2d ago
  • Associate-Finance and Accounting BPO/Managed Services

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: As an Associate in our Mid Market Outsourced Accounting & Advisory Services practice, you will be a vital member of a high-performing team, providing best-in-class accounting and advisory services to our clients. You will support the day-to-day financial operations for multiple clients, ensuring accuracy and efficiency in a cloud-based environment. This role is a fantastic opportunity for an early-career professional to gain hands-on experience, develop technical accounting skills, and contribute to a collaborative, client-focused team. You will be responsible for a variety of tasks that contribute to the overall financial health and strategic goals of our clients. Key Responsibilities * Transactional Accounting: Perform daily and weekly accounting tasks, including accounts payable (P2P), accounts receivable (O2C), bank reconciliations, and expense management. * Financial Reporting Support: Assist in the preparation of monthly, quarterly, and annual financial statements and other key reports for clients. * Process Improvement: Contribute to the implementation of process improvements to streamline workflows and enhance efficiency. * Data Management: Accurately classify, record, and summarize financial data, ensuring the integrity of financial records. * Client Collaboration: Work closely with the engagement team and client contacts to gather information, clarify requirements, and ensure timely completion of tasks. * Documentation: Support the creation and maintenance of standardized desktop procedures and process documentation. * Problem-Solving: Assist in troubleshooting and resolving accounting issues and discrepancies. Qualifications * Education: o Bachelor's degree in Accounting, Finance, or a related field is required. * Experience: o Relevant internship - 2 years professional work experience in an accounting or finance role is a plus. o Experience in MS Office Suite, and ERP systems (e.g. Workday, SAP, Oracle, QuickBooks Online, Sage Intacct, NetSuite) as a plus. * Skills: o Foundational knowledge of Generally Accepted Accounting Principles (GAAP). o Strong analytical and problem-solving abilities with a keen attention to detail. o Excellent organizational, communication, and interpersonal skills. o Ability to work effectively in a fast-paced, team-oriented environment. o A proactive and adaptable mindset with a strong commitment to continuous learning.
    $50k-69k yearly est. Auto-Apply 60d+ ago
  • IT Audit, Cybersecurity & Risk Advisory Senior (HITRUST)

    Bakertilly 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the area of informational technology risk advisory? If yes, consider joining Baker Tilly (BT) as an IT Audit, Cybersecurity & Risk Senior Consultant! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You want to continue to expand your work experiences and hone your skills as an IT risk professional in the areas of compliance, cybersecurity, and internal controls You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement Think independently and strategically about your clients' business, systems and risks providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes and business objectives Provide strategic business assurance to clients by assisting in the implementation of new processes and controls that address key risks Assess, manage and optimize information technology risk across a wide range of areas, including cybersecurity, IT strategy and governance, IT regulatory and compliance requirements, and business continuity Review clients' processes and controls against industry frameworks, identifying gaps in design and execution, and communicating issues and recommendations to clients Assist in the development of audit programs and the execution of internal audits and IT control assessments in the areas of: IT strategy and governance IT operations, business continuity and disaster recovery Cybersecurity Third party risk ITGC and application controls SOC reporting Regulatory and compliance requirements Assist in drafting comprehensive executive summaries and final reports for delivery to the client, documenting and reviewing engagement work papers in accordance with industry-accepted internal audit methodologies Act as a valued business advisor, build relationships and communicate effectively with the client to provide superior client service Facilitate professional and effective presentations to internal and external audiences Continue to develop your knowledge and experience working with a variety of technology environments, platforms, applications and tools/utilities Demonstrate the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients 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 management/computer information systems, computer science, accounting information systems, computer engineering, industrial engineering, or related program CISA, CISSP, CISM, CIA, or CPA certifications preferred 2+ year(s) experience with IT audit or cybersecurity Experience performing HITRUST engagements preferred. Open to candidates willing to obtain HITRUST Certification in the future Experience as a client serving professional for a consulting firm desired Experience with Cloud audit experience and certifications preferred Excellent analytical, technical and problem solving skills, with strong attention to detail Exceptional verbal and written communication, collaboration, and time management skills The compensation range for this role is $80,990 to $153,550. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-SB2 #LI-hybrid
    $81k-153.6k yearly Auto-Apply 3d ago
  • Risk Advisory Internship - Cybersecurity - Summer 2026

    Bakertilly 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you looking to gain experience and jump-start your career in one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of risk and advisory? If yes, consider joining Baker Tilly (BT) as a Risk Advisory Cybersecurity Intern! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if you: Are considering a long-term career in risk and advisory and want exposure to the industry Value your development and want to work for a firm whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions Want to grow professionally and develop your client service and technical skills to build a strong foundation now, for tomorrow You will have the opportunity to: Gain hands-on experience in risk advisory working full time Participate in our intern orientation, technical training and development program designed to provide the tools needed to contribute to client engagements Experience on-the-job training through real work engagements, showcasing how your academic experience translates to the professional environment Learn directly from experienced associates, seniors, managers and partners with specialized experience and technical knowledge across numerous industries and services Build friendships and strong work relationships while gaining valuable experience Demonstrate your performance and ability to join Baker Tilly as a full-time consultant Successful candidates will be: Enrolled as a student during the current school year in Accounting, Finance or related business or management degree Able to work full time for the duration of the internship Available to travel as needed for client projects Eligible to work in the U.S. without sponsorship during the intern program and as a full-time employee Successful candidates will have: Outstanding academic performance required, with a preferred GPA of 3.0 or above Relevant internship, work experience and/or involvement with a professional organization desired The ability to work effectively in a team environment with all levels of client personnel Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Organizational and analytical skills, initiative, adaptability Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.) The compensation range for this role is $29 to $46. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $29-46 hourly Auto-Apply 8d ago
  • Senior Project Accountant - Client Accounting Services, Real Estate

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Milwaukee, WI job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for a Senior Project Accountant to join our outsourced client accounting practice. In this role, you will work in a cloud based environment and serve as a Project Accountant 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 This role is a fit for you if you are: * Looking to work within a team environment to help serve our clients as their outsourced accounting leader. * A creative problem solver who enjoys learning new businesses and has the desire to become an advisor to clients in order to help them achieve their goals and dreams. * Organized and able to push for high quality, efficient and profitable client engagements. * A team player with strong communication skills and desire to work collaboratively with others to meet client needs. * An accounting professional who enjoys staying on top of accounting trends and best practices. * A detail orientated team member who can successfully work on multiple clients and juggle competing priorities. * Passionate about learning and growing and someone who wants to offer best in class service to our clients. What you will do: The Senior Project Accountant is a key team member within Baker Tilly's CAS Real Estate outsourced real estate property accounting practice. Responsibilities include, but are not limited to, the following: * Coordinate Draw Request including, but not limited to Remittance Requests, Vendor Invoices, Lien Waivers, Change Orders and Identification of Funding Sources * Roll forward the Sworn Owner's Statements (SOS) * Input hard costs and soft costs, including the construction management fees which are to be computed and an invoice prepared * Identify reimbursement costs, batch all hard & soft costs in the SOS into a single batch * Submit copies of the Draw Request to the inspecting architect, title company and Investors / Partners as directed for approval * Request debt as per the client approved SOS * Confirm all funds (e.g. Equity and Tenant Funds not directed to be deposited to the title company) have been received * Prepare a Funding Request to fund Draw Request and submit for approval of same. * Notify vendors of the release of funds as soon as the title company releases funds to vendors * Review hard and soft costs on the Draw Request as follows; * Identify each invoice with a draw number that corresponds to the Draw Request being issued; * Review the coding on all vendor payments to ensure it is properly coded to the correct Fixed Asset (e.g. Land, Land Improvement, Bldg Improvement, Development Costs, Soft Costs, Lease cost or expense); * Include the proper description on each invoice (e.g. General contractor, permits, consulting, engineering, utilities, etc.); * Ensure proper Job Cost Code is inputted on each vendor payment; * Ensure that the total to be funded on the SOS reconciles to the batch total in AvidXchange payment file prior to exporting the batch to Yardi; * Review of Draw Request for accuracy and completeness ensuring that all vendor invoices reconcile to the SOS * Reconcile AvidXchange batch to the total that the title company is releasing. When the above is reconciled, export the batch from AvidXchange to Yardi. * Record the Draw Request as follows; * Record the wire transfers made per the funding request into general ledger module via manual recording or automated upload; * Record and post receipt of funds from equity partners into the general ledger module (Debit Cash / Credit Ownership Contribution); * Prepare, review and post the invoices from AvidXchange to Yardi via a 'manual' check run of which said posting shall equal the amount paid to the vendors (less any reimbursements as applicable and permitted by the lender) on the SOS. Debit to capital or expense accounts and credit to draw clearing account * Prepare, review and post the Draw Request made by the title company representing the loan proceeds disbursed. Debit to Draw Clearing Account and Credit to loan payable or representing the equity funding from the property; Debit to Draw Clearing Account and Credit to 1110 (or applicable operating cash account). * Record interest expense (capitalizing where necessary) and increase the loan payable accordingly * Ensure that the loan payable reconciles to the loan statement and post the interest payment in the general ledger module. * Reconcile the general ledger (Fixed Asset -WIP accounts) to the cumulative Draw Requests, including all non-Draw related items (e.g. capitalized interest, capitalized depreciation & amortization, etc.) * Reconcile all construction activities to the Fixed Asset -WIP accounts including all non-draw related activity (e.g. capitalized interest, capitalized depreciation and amortization, etc.) * Deliver best-in-class customer service to clients at all times, with an emphasis on being responsive, timely, professional, and accurate. * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community. * Act as liaison to address and resolve client issues, and assist team leaders in researching and providing additional services to client. * Continuously evaluate processes and procedures within the client services and implementation functions with emphasis on implementing efficiencies and identification of internal control issues. * Assist with the training and counseling of team members, and with developing performance measures that support the team's strategic direction. Assist in developing and maintaining a culture of teamwork, client service and effective problem solving. * Comply with continuing education requirements; participate in professional organizations, independent study, etc. and integrate new knowledge and skills into daily work and share with colleagues as appropriate. * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Assist in ad-hoc projects and activities where necessary and/or appropriate to foster growth and best practices of the business unit Qualifications: * Three (3)+ years well-rounded experience in a Real Estate Accounting firm will provide an edge in joining this firm committed to quality client service. * Bachelor's degree in Accounting or related field; CPA is preferred * Knowledge of accounting, bookkeeping and payroll principles related to classifying, recording, and summarizing data and making computations to compile and keep financial records. * Real estate property accounting experience, preferred. * Proficient with MS Office software * Critical thinking ability and a track record of solving problems and driving projects to completion * Ability to communicate information succinctly and anticipate and resolve issues/problems on a proactive basis. * Aptitude to be detail-oriented, yet flexible, in a dynamic environment with a focus on meeting deadlines. * Excellent collaborative skills to work in partnership with colleagues and across various departments * Strong work ethic with the highest degree of honesty, integrity and discretion * Possess excellent collaborative skills to work in partnership with colleagues and across various departments. * Eligibility to work in the U.S. without sponsorship. #LI-EH1 #LI-Hybrid
    $52k-67k yearly est. Auto-Apply 14d ago
  • Central Billing Coordinator II (on-site)

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Milwaukee, WI

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is seeking a Central Billing Coordinator II. This role champions client billing and practice management of all services provided by the firm. They perform regular and ongoing collaboration with Client Relationship Leaders (CRLs), engagement teams, and Leadership in order to process and monitor invoices, as well as resolve billing discrepancies and issues. This role is accountable for performing financial analysis, reporting, and ensuring accuracy and timeliness of invoices and payments. As a Central Billing Coordinator II you will be responsible for: Collaboration: Collaborate and communicate with CRLs and their engagement teams on a regular basis in order to gain knowledge on billing expectations related to specific industry standards and individual job progress. Responsible for continual analysis of past billing and current trends in order to actively participate in billing discussions, up to and including, providing suggested amounts to bill for both standard and out of scope work. Information Management: Maintain accurate billing records and files. Continual review of billing information to identify any discrepancies or errors. Work with internal teams to identify and correct any discrepancies or errors. Delegate work, as appropriate, to Coordinators. Review and assist Coordinators with complex errors and difficult accounts. Analysis: Stay up-to-date on industry regulations and trends across the firm related to client billing. Compare and analyze billing rates and job specifics across the firm to ensure industry consistencies and standards are met. Analyzes billing and complex accounts to help find opportunities for improvement and optimization. Processing: Process and monitor invoices to ensure accuracy and completeness. Work with CRLs and engagement teams to ensure out of scope activities are properly billed. Prepare and submit reports on billing activities and trends. Practice Management: Involvement on other billing-related matters, as needed. May collaborate and assist on items such as new client setup, data validation, creation and maintenance of Billing Schedules. Continually monitor prepaid, installment, and scheduled bills for client WIP consumption. Client Service Support: Partners with CLA team members to gather additional information, as needed. Takes the lead on responding to customers' inquiries and requests regarding billing discrepancies and issues. Communicates updates and logistics to internal clients. Revenue Cycle Management: Assist with matters related to the entire revenue cycle such as A/R posting, data management updates, A/R adjustments, A/R helpdesk, ad hoc client expense entries, etc. as needed. Financial Analysis: Follows up on aging A/R with engagement leaders, which may include direct interaction with clients. Actively follows up with engagement leaders on large work in process (WIP) jobs that need to be billed. Supports the Managing Principals, CRLs, Operations Directors, and Central Billing team members with proactive analysis of production, profitability, and overall financial performance on a weekly basis. Assists with implementation of firm-wide financial processes and initiatives. Assist with audits and other projects, as needed. Training: Provides day-to-day assistance to Coordinators within the team. Provide training to team members on new processes and procedures. Assist in training of Central Billing new hires. Assist in development of and maintenance of training materials and resources for team. Assist with Firm-wide training of new systems, resources, and processes. What you will need: 3 years of related administrative experience required. 2 years of billing or accounting experience preferred. High school diploma or equivalent required. Associates or Bachelors degree in Business Administration or Finance preferred Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage #LI-CG1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
    $38k-45k yearly est. Auto-Apply 7d ago

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