Baker Tilly

Lead teams to deliver high-quality operational support, manage workflows and KPIs, and drive operational excellence. | Bachelor's degree with 5+ years experience in team leadership, strong analytical and communication skills, and proficiency in Microsoft Office. | Overview 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 Client Operations Manager leads assigned teams to deliver consistent, high-quality operational support within a designated service line. This role is responsible for team training, performance management, and career development while advancing standardization of centralized back-office functions and driving continuous improvement aligned with service line and firm priorities. In partnership with Client Operations leadership and senior stakeholders, the Client Operations Manager oversees workflows, monitors KPIs, and serves as a subject matter expert to support operational excellence and strategic objectives. This role manages Client Operations Specialists, Senior Specialists, and Supervisors responsible for critical centralized processes. Responsibilities Manage and oversee the development and performance of the Client Operations administrative team and ensure appropriate staffing level is in place to provide exceptional client service. 30% Champion firm initiatives and process improvements to enhance consistency and improve efficiencies. 15% Partner closely with Client Operations and firm leadership to understand business needs and client expectations. 15% Proactively communicate to ensure that best practices are shared and administer firm policies and procedures. 10% Participate in the onboarding and training of new administrative personnel answering questions and assigning resources. 10% Partner with other departments to drive consensus and secure resources for projects and initiatives. 5% Work with operations and finance teams firmwide to analyze activities, operating costs, and forecast data to evaluate and determine progress toward business trends, goals and objectives. 5% Develop and execute against plans, budgets and timelines in close collaboration with leadership and other departments. 5% Other duties and special projects as assigned. 5% Qualifications Bachelor’s degree or equivalent experience required. Minimum of 5 years of related experience in a complex organization required; including demonstrated involvement with building and leading high-performing teams and fostering an inclusive culture. Experience in public accounting or professional services environment preferred. Strong understanding of business operations, stakeholder engagement, and change management, with the ability to lead initiatives that support organizational goals. Proven leadership and interpersonal skills; able to build trust, influence stakeholders, and drive cross-functional collaboration. Strong analytical and problem-solving skills, using data and KPIs to identify trends, manage risks, and improve performance. Excellent verbal and written communication skills; able to translate complex information into clear, actionable insights. Demonstrated ability to manage multiple priorities in fast-paced environments, delivering high-quality results on time. Experience leading or supporting organizational change, including stakeholder communication and adoption efforts. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); ability to leverage tools to analyze data and present insights effectively. Sound judgment and discretion with sensitive or confidential information. Ability to travel up to 10% as needed. 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. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.

Manage data and support operations in facilities management, including system implementations, data analysis, and process improvements. | Extensive experience in facilities management, data analysis, and system implementation, with skills in SQL, data visualization, and process optimization. | Overview 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 Software Strategic Sourcing Manager will oversee the end‑to‑end strategic sourcing and contract lifecycle for enterprise and specialty software. They will lead complex software negotiations, drive licensing optimization and product rationalization efforts, and manage key supplier relationships to maximize value and reduce risk. Responsibilities: Lead strategic sourcing for new software purchases – conducting needs assessments, managing RFx processes and negotiating enterprise agreements. Own the renewal management for existing software contracts, initiating reviews 90+ days before expiration to optimize terms and right-size licenses. Analyze utilization in partnership with our Technical Data and Innovation team members to identify cost savings through license optimization, consolidation, and elimination of redundant applications. Partner with IT, Security, Legal and business stakeholders to evaluate suppliers against technical, security, and commercial requirements. Negotiate complex SaaS and perpetual license agreements, including pricing models, SLAs, data security provisions and exit terms. Maintain supplier relationships through structured business reviews, performance tracking and issue resolution Feed market intelligence and sourcing insights back to the IT Category Manager to inform broader category strategy. Engage and participate in special projects or complete other duties as assigned Qualifications: Bachelors Degree or equivalent years of experience 5 – 6 years in procurement strategic sourcing and supplier management Direct experience in negotiating software and SaaS agreements Deep knowledge of software licensing models (subscription, perpetual, named user, concurrent, consumption-based). Strong analytical capabilities – comfortable with spend data, utilization metrics and TCO modeling Experience with enterprise software suppliers (Microsoft, Salesforce, Smartsheets, Adobe, etc) Familiarity with SaaS management platforms (Zylo, Productiv, Flexera, or similar) 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. 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. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.

Support execution of large-scale organizational transformation projects, leveraging project and change management methodologies. | Minimum of 3 years supporting complex transformation initiatives, with experience in project and change management methodologies, and strong communication skills. | Overview 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 seeks a Transformation Senior Consultant to support execution of large-scale organizational transformation across the firm’s top strategic priorities. This role is part of our Enterprise Transformation Office (ETO) and will operate at the direction of other ETO team members and various firm leaders and key stakeholders, to support delivery of key initiatives across the firm. This role focuses on execution across multiple service offerings and developing assigned deliverables on projects. The ETO serves the firm through providing transformational capabilities across several service offerings (e.g., Strategy and Solutioning, Program & Project Management, Process Excellence and Change Management) and supporting development of such capabilities throughout the firm. The Transformation Senior Consultant, as a member of the ETO team, will demonstrate a foundational understanding of organizational transformation, including ability to execute across projects and change management methodologies. They will leverage our organizational transformation methodology and associated toolkit to successfully deliver in assigned project roles, meeting or exceeding stakeholders’ expectations. The Transformation Senior Consultant is expected to be able to work effectively in a team setting, taking direction from project leadership and working collaboratively with other functional and technical resources, external contractors and vendor resources, based on the nature of the project. In this role, they will be responsible for understanding objectives and identified scope for each assigned transformation project and executing in their assigned role successfully. This may include supporting and executing multiple transformation projects concurrently, based on capacity. We are looking for someone with some experience in a transformation role, whether client facing or internal, who can support the execution of ambitious, complex, and multifaceted transformation initiatives, including people, process, and technology redesign and behavior change. Responsibilities Support project execution in designated role and help drive intended value creation and realization. Leverage and execute project and change management methodologies in assigned transformation project roles. Support efforts to evolve program, project and change management best practices to advance the Enterprise Transformation Office (ETO) methodology, along its desired maturity path. Collaborate effectively with other transformation project resources, both those in the ETO and across the organization, to support driving collective success. Support ETO team through additional responsibilities as identified. Qualifications Bachelor’s degree or equivalent experience required, emphasis in Business, organizational design, Information Technology, or related field preferred. Minimum of 3 years of experience in a similar capacity, including demonstrated success in supporting successful projects and fostering collaboration in a virtual environment; experience in a professional services setting preferred. Formal training or certification in project and change management methodologies and approaches desired (e.g., PMP, CSM) preferred. Strong verbal and written communication skills. Experience working in a fast-paced, team-oriented environment and ability to collaborate effectively with a variety of stakeholders. The compensation range for this role is $78,190 to $148,230. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.

Design, coordinate, and execute large-scale firm events aligning with leadership goals, managing logistics, content, and stakeholder engagement. | Minimum of 8 years of experience in firm events management, strong project management skills, and ability to work with senior leadership. | Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: The Senior Manager of Firm Events Design will play a pivotal role in coordinating, designing and developing strategic content for high-impact Firm events, including large-scale meetings, offsites, and global broadcasts. This role is crucial to ensuring that events align with the strategic goals of the CEO and Senior Leadership Team (SLT). The ideal candidate will possess extensive experience in event design discipline and project management, effectively ensuring that events are executed on time, within budget, and achieve desired outcomes that are owned by leadership. Responsibilities: Event Design & Execution Lead the design and orchestration of large Firm events, including offsites for 1,000+ attendees (Principal Connect) and large group webcasts. Collaborate with cross-functional teams, including communications writers, creative teams and the internal Travel & Events Team, to manage registration, travel, and other logistical needs. Working with senior leaders defines the goals, objectives, and outcomes for each event, ensuring alignment with Firm strategy and leadership priorities. Creates a detailed project plan for every event to ensure excellence in execution and comprehends executive calendars for preparation. Ensure coherence and high-quality execution of all presentations and event materials. Creates a predictable, repeatable process for planning and execution. Directs presentation performance with best practices in public speaking and stage presence. Collaboration with Leadership Work closely with the CEO and Senior Leadership Team to design meeting forums that foster engagement and strategic discussion. Support the leadership team in maximizing outcomes from market visits, including coordinating agendas and ensuring comprehensive preparation. Project Management Leverage strong project management skills to oversee the planning and execution of all Firm events, from inception to debrief. Ensures detailed T-60 plans are created for all events. Collaborate with Communications relationship managers and content hub, and subject matter experts under leaders, to understand strategy and the topics that impact our business to create a strategic content plan for all events. Work with creative resources to design clear and effective presentation graphics and design. Maintain meticulous attention to detail, ensuring that all aspects of the events are executed flawlessly. Utilize project management expertise during periods of downtime (between events) to support major change communication initiatives and other strategic projects. Execution of event logistics Large scale learning events like the academies. Continuous Improvement Analyze and evaluate the success of events against established goals and objectives, providing insights for future enhancements. Stay informed about industry trends and best practices to continuously improve event design and execution strategies. Qualifications: Bachelor’s Degree in Event Management, Communications, Marketing, or a related field. Minimum of 8 years of experience in Firm events management, with a proven track record in designing and executing large-scale events. Strong experience in project management, with demonstrated ability to lead cross-functional teams and manage complex logistics. Large corporate or resort industry production skills are preferred. Exceptional organizational skills and attention to details. Strong communication and interpersonal skills, with the ability to influence and collaborate with senior executives. Ability to understand and relay business strategy that may include highly technical subject matter. Candidate must have influencing skills with demonstrated ability to drive groups of people to conclusions quickly. They will need “elbows” at times. Proficient in project management tools and event management software. Ability to thrive in a fast-paced environment, managing multiple priorities and deadlines. The compensation range for this role is $137,340 to $260,380. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.

Support and lead initiatives to optimize practice management processes, drive operational efficiency, and facilitate change management within the firm’s assurance practice. | Requires at least 8 years of experience in complex organizations, with strong project management, data analysis, and leadership skills, preferably in a professional services environment. | Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: The Senior Manager, Practice Management - Assurance (PMT) provides support to the service line for optimizing and operationalizing processes, tools, and policies; running the business with efficiency and accountability; and enabling change adoption. The Senior Manager, PMT applies expertise in best practice program/project and organizational change management with an operational process lens to drive the successful execution of projects and operationalization of solutions in alignment with firm-wide and service line strategies – turning strategic vision into operational reality. This role reports to the Strategic Execution Lead, Assurance and Risk Advisory, and collaborates heavily with our firm’s Enterprise Solutions & Operations (ESO) functions to meet operations and service line needs. Building alignment and driving continuous improvement across the practice is also a key aspect of this role. Responsibilities: Lead mid- to high-complexity initiatives or workstreams including planning and progressing project activities, contributing subject-matter expertise in solutioning, and “connecting the dots” to drive integration, executing independently in alignment with Strategic Execution Lead (SEL), Firmwide Operations and service line leadership. Develop and lead execution of organizational change management engagement and equipping plans within service line, collaborating with leaders to build sponsorship, align with firm-wide and service line goals, and drive adoption through communications and engagement adapted to need. Serve as a proxy for the SEL in representing and contributing subject-matter expertise for the service line and/or operations in firmwide initiatives. Liaison and support continuous improvement of practice management processes and tools in partnership with appropriate functional leads; scope may include areas, such as financial management, resource management, operational reporting, policies and procedures, quality and control processes execution, business development pipeline management, learning and workforce management. Engage with service line leaders and other key stakeholders to lead discussions and prepare analyses and recommendations on business topics related to practice performance, issues and risk management, technologies and automation, and operational improvement. Troubleshoot and resolve complex operational escalations impacting the service line leadership and/or team Support SEL and service line leadership in creating and executing communications, including preparing content, agendas, presentations, and documentation for executives and practice audiences. Provide detailed, data-driven analyses of operational performance and processes needed to explain and drive operational initiatives and priorities within and across the service line. Qualifications: Bachelor’s degree in a specialized field or equivalent experience required. Master’s degree preferred. Minimum of eight (8) years of relevant experience in a complex organization, with ten (10) years preferred. Prior experience in a professional services environment is highly desirable. A minimum of five (5) years of supervisory experience is also strongly preferred. Demonstrated experience in project management methodologies such as scoping, planning, and controlling; change management principles and practices; facilitation; process and data analysis techniques; with applied knowledge and skills within technology-driven and business-centered projects. Strong business acumen and critical thinking, with demonstrated ability to see and engage both the "big picture" and the details and progress the work individually and collaboratively to timely completion with commitment to quality and confidentiality. Demonstrated acumen in data analysis and developing clear insights, trends, and commentary to highlight the key messages and present data and analysis in a compelling and impactful way to drive change as necessary. Advanced Microsoft Suite skills (e.g., Word, Excel, PowerPoint) required; experience and skills in advanced project management, engagement, and learning tools preferred. Strong executive presence and demonstrated leadership skills, good judgment, and ability to effectively connect with employees and leaders at all levels within the firm. Exceptional verbal and written communications skills, including the ability to “connect the dots” and articulate complex issues to stakeholders. Ability to travel as needed, approximately 10%. The compensation range for this role is $137,340 to $260,380. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.

Support and embed sales processes, drive tool adoption, coach practitioners, and support strategic sales initiatives. | Minimum 8 years of experience in professional services, deep expertise in sales methodologies, facilitation skills, proficiency in Salesforce and other sales tools, and strong communication skills. | Overview 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. 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. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.

As a Tax Assistant, you will provide tax support and advice through video, phone, and chat, helping customers with their returns. You will analyze and research tax matters, deliver accurate tax advice, and assist customers in organizing and entering data. | The successful candidate will have a minimum of three seasons of tax preparation experience and a PTIN, along with one of the following credentials: EA, CPA, or JD. Familiarity with tax laws and the form 1040 is required, and strong problem-solving and research skills are essential. | Overview 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: This position is temporary beginning in January and ending May 2026. As a Tax Assistant, you will provide tax support and advice over video, phone, and chat, helping customers work on returns through designated software. You are not preparing or filing returns directly. You'll be able to leverage your knowledge and skills to ensure an excellent customer experience using your expertise in tax preparation, technology troubleshooting, and resolving tax issues. You will enjoy this role if: You are friendly and reassuring, passionate about customer service and problem resolution, and are comfortable interacting over video and chat (Dedicated hardwired internet connection required) You are an exceptional communicator and enjoy translating complex tax terminology into a language customers can easily understand You have technology experience and are comfortable researching tax topics using online tools What you will do: Provide individualized troubleshooting, tax advice, and preparation assistance through video-enabled software and chat support by utilizing defined practices, procedures, and company policies Deliver accurate tax advice to customers in easy-to-understand terms by utilizing recommended research materials, professional resources, and team support Assist customers in gathering, organizing, and entering data through the designated software platform for federal and state tax returns Analyze and research a variety of tax matters to determine an appropriate course of action for customers Review Customer Callback and Tax Accuracy lists and schedule applicable return calls to provide additional clarification and support as needed The successful candidate will have: Minimum of three (3) seasons of tax preparation experience, with a minimum of 30 tax returns prepared each year PTIN is required (can be obtained online) and one of the following credentials: EA, CPA or JD Prior tax preparation experience in a tax practice or retail setting College degree a plus, but not required Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules Willingness to utilize audio/visual tools to communicate with customers Strong problem solving and research skills, and the ability to quickly use online resources to find answers Well-developed technical troubleshooting skills 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. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.