Baker Tilly

Lead cybersecurity advisory services including risk assessments and IT audits, manage business development and client stakeholders. | Bachelor's degree plus CISSP, CISA, or CPA certification with 12+ years cybersecurity consulting experience and expertise in NIST CSF and ISO 27001/2 frameworks. | 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: 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 Director! Our Risk Advisory practice provides a full spectrum of services to help our clients assess their risks, develop strategies to compete in an ever-changing business environment, and achieve their goals and objectives. All of this is accomplished through deep industry knowledge of risk, governance, internal audit, compliance, IT, and cybersecurity best practices. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. Does this describe you? You want to continue to expand your work experiences and hone your skills as an IT risk professional in the areas of compliance, cybersecurity, and internal controls You crave the opportunity to be part of a fast growing, entrepreneurial risk consulting practice where your hard work and creativity will be rewarded You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration and truly enjoys working together You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow What you will do: Our cybersecurity team plays an integral role in helping our clients proactively manage their cybersecurity risks by assessing their IT and security capabilities and developing strategies to deliver operational improvements and increase the effectiveness of their cybersecurity investments. As a Director, you'll work as part of a team helping to evaluate client risks and solve complex issues from strategy to execution. Your role will include: Overseeing the delivery of our cybersecurity advisory services, including cybersecurity risk assessments, technology due diligence assessments, technical IT internal audit assistance, and penetration testing and vulnerability scanning Supporting the development of team members through sharing your knowledge and experience and contributing to the growth and development of the cybersecurity practice Coordinating project delivery activities and maintaining the quality of cybersecurity services delivered by the team Directly interacting with key client stakeholders and leadership to ensure alignment on project objectives and activities, delivery schedules, and overall project management activities Supporting business development activities, including attending networking events and drafting proposals and engagement letters Initiating open and candid coaching conversations at all levels, encouraging everyone to have a voice Anticipating stakeholder needs and developing and discussing potential solutions, even before the stakeholder realizes they are required Initiating and leading open conversations with teams, clients and stakeholders to build trust Applying knowledge of industry regulations and information security frameworks and standards (e.g., NIST CSF, ISO 27001/2, PCI DSS, etc.) Qualifications Bachelor’s degree in management/computer information systems, computer science, accounting information systems, or related program CISSP, CISA or CPA certification required 12+ year(s) experience with cybersecurity consulting Experience with NIST CSF, ISO 27001/2, or other related cyber frameworks Experience with reviewing penetration testing and vulnerability scanning reports Experience as a client serving professional for a consulting firm required Excellent analytical, technical and problem-solving skills, with strong attention to detail Exceptional verbal and written communication, collaboration, and time management skills, problem solving skills, with strong attention to detail The compensation range for this role is $211,500 to $359,060. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-LF2 #LI-hybrid

Provide outsourced HR and consulting services including payroll, recruitment, and HR support to multiple clients. | Bachelor's degree and 3+ years HR experience with proficiency in ADP and MS Office; SHRM/HRCI certification preferred. | 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: Responsibilities Are you ready for a new Human Resources challenge? Do you want to use your HR experience in a new and exciting way? Do you want to be a part of a growing team? Baker Tilly's Managed Services is looking for a Sr HR Consultant to join our Human Resource Services team where exceptional people thrive. Does this describe you? You are highly organized, detail-oriented and enjoy supporting a team dedicated to providing exceptional client service You enjoy undertaking a wide range of HR tasks, including administrative-type functions You want to grow, develop your skills, and build a career now, for tomorrow Responsibilities: Provide professional, outsourced HR and HR consulting services to multiple clients across varying industries Manage daily HR and administrative functions for clients Prepare, process, and run payroll for clients according to client payroll schedules, and maintain data integrity the HRIS / payroll system Perform full-cycle recruitment services for multiple positions across all levels of a client’s organization, including applicant tracking, interviewing, and reference/background checks Respond to internal and external HR related inquiries/requests that come through the dedicated Advantage HR mailbox Build relationships with clients and employees as a trusted HR resource through clear and consistent communication and timely execution of deliverables Qualifications BA/BS degree in Human Resources, Business or related studies required Three (3) or more years of progressive HR experience, with functional HR knowledge across all disciplines including compliance, benefits, employee relations, talent management, and compensation Proficiency using ADP WorkForce Now / ADP Run Previous experience preparing and processing payroll Functional knowledge of all MS Office products (Word, Excel, PowerPoint, Outlook) You’re an ideal candidate if you also have the following preferred qualifications: Extensive experience using Excel and other data tools to conduct detailed analysis Previous experience with ATS platforms (ADP preferred) Strong functional knowledge of payroll processes, requirements, and regulations Ability to communicate effectively, both orally and in writing, both with internal colleagues and external clients, at all levels within an organization Ability to multi-task and juggle multiple projects for multiple clients HRCI / SHRM certification The pay rate range for this job position is $49,500 to $118,990. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. 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.

Lead digital transformation and operational excellence initiatives by managing change strategies and project lifecycles. | Bachelor's degree with 2+ years in project, change, or business analysis and proficiency in Microsoft Suite and project management tools. | 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 offers an outstanding career opportunity for a Senior Consultant to join our Strategy and Transformation team; an integral part of our rapidly expanding Digital Solutions practice. Join a dynamic, innovative team driving digital transformation and operational excellence across diverse industries. This role blends expertise in change management, project management, process analysis, and business analysis to deliver impactful solutions, facilitate organizational change, and ensure successful project outcomes. As a valued member of our Strategy & Transformation team, you’ll play a pivotal role in shaping transformation strategy, transformation programs and delivering impactful change initiatives for leading organizations. You’ll collaborate with top talent to solve complex enterprise challenges, leveraging deep functional, industry, and technical expertise. Our flexible engagement model empowers you to drive meaningful results, helping clients achieve lasting success in a dynamic, growth-oriented environment. You will enjoy this role if you: • Are seeking your next challenge, thrive on variety, and want your skills and experience to be fully utilized across diverse projects and programs. • Want to be part of a fast-growing, innovative practice where your hard work, creativity, and leadership in program and project management help us build, improve, and advance our solutions. • Have a passion for leading change—enabling organizations to meet objectives on time and on budget by driving adoption, optimizing processes, and delivering successful transformation initiatives. • Enjoy working with a variety of clients to analyze business needs, design and implement effective processes, and facilitate seamless information sharing across all components of the organization. • Are a team player with strong communication skills, eager to collaborate with others to meet client needs, and comfortable managing cross-functional teams and complex programs. • Excel when you’re part of a talented, down-to-earth team that thrives on collaboration, values diverse perspectives, and truly enjoys working together to solve business challenges. • Feel valued when provided with the resources and support to continually sharpen your technical, analytical, and leadership skills—building your career for today and tomorrow. What you will do: • Manage and develop change management strategies and plans aligned to core change management methodology • Integrate appropriate change management techniques into established plans • Execute change management plan(s) and associated activities including stakeholder analysis and management, organizational readiness assessments, change impact analysis, communications and training • Work as the overall advocate to various stakeholders relative to implications of the future state on strategy, people, process and technology • Deploy change management techniques (e.g. communication, training, focus groups and many more techniques) to assist in the transition to the future state • Work as the overall advocate to various stakeholders relative to implications of the future state on strategy, people, process and technology. Lead the identification of organizational change risks and, collaboratively with stakeholders, develop mitigation approaches • Gather and analyze detailed information about the process design and the impact on the roles and the organizations affected. Understand the significance of changes to provide recommendations regarding expected organization impacts, and how to prepare the organization • Manage the delivery of end-user training, communications and subsequent follow-up activities, including effectiveness assessment • Generate and maintain advocacy at the executive level of the respective organizations and stakeholder buy-in for the implementation project • Support the impacted businesses with information and detailed frameworks, where appropriate, to ensure that they can conduct the necessary activities to minimize organizational risks • Measure effectiveness of change management plans and make adjustments where necessary • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community • Invest in your professional development individually and through participation in firm wide learning and development programs • Support the growth and development of team members and clients 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 Change Management • Develop and execute comprehensive change management strategies and plans, including stakeholder identification, sponsorship management, communications, training, and organizational readiness assessments. • Act as a proactive advocate to stakeholders by clearly communicating the implications, risks, and mitigation strategies associated with the future state across strategy, people, processes, and technology, ensuring alignment and readiness for successful transformation. • Gather and analyze detailed information about process design and assess the impact on current roles and organizational structures; design future state operating models by defining the optimal organizational structure, clarifying new or evolving roles and responsibilities, and ensuring alignment with strategic objectives. • Manage delivery of end-user training, communications, and follow-up activities, including effectiveness assessments. • Measure and report on the effectiveness of change management plans, making adjustments as needed. Project Management • Manage and develop project approaches and plans, from conceptual understanding through execution and delivery. • Lead critical phases of project implementation, including design, build, test, and deployment. • Coordinate and delegate project activities, ensuring resources are allocated effectively and deadlines are met. • Track and report project progress, risks, issues, and forecast final delivery targets. • Ensure all projects are properly documented, including business cases, requirements, implementation plans, and scope change logs. • Facilitate project meetings, transcribe notes, and communicate timelines and statuses to stakeholders. • Oversee project hand-offs and ensure smooth transitions upon completion. Process Analysis & Business Analysis • Elicit requirements using interviews, workshops, surveys, document analysis, and workflow analysis. • Gather and analyze detailed information about process design, functional requirements, and application requirements. • Create and facilitate requirements and logical design deliverables, including use case diagrams, process flows, wireframes, and conceptual data models. • Critically evaluate information from multiple sources, reconcile conflicts, and distinguish user requests from underlying needs. • Act as liaison between business stakeholders and technology teams, translating business needs into technical specifications. • Develop and execute test plans, including requirements-based testing and user acceptance testing. • Provide recommendations for process improvements and future state operating models. • Support build vs. buy decisions and technical onboarding/offboarding of employees. Successful candidates will have: • Bachelor’s degree in accounting, business, finance, engineering, computer science, management information systems, or related field. • Minimum of two (2) years of related experience in project management, change management, and business analysis; consulting experience highly preferred. • Demonstrate management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel, Powerpoint) required. Project and portfolio management software experience highly preferred (e.g. Smartsheet, Confluence, Microsoft Project / Planner, Planview, Asana or equivalents) • Ability to collaborate well with others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. Comfortable working in a fast-paced, team-oriented environment with shifting priorities. • Certifications such as PMP or Agile development frameworks, Prosci, Lean Six Sigma, or similar are highly desirable. • Project experience with full lifecycle application development (e.g. requirements gathering, use case development, system analysis and design, integration, testing, deployment). • Flexibility to travel to client site as needed and work outside of normal business hours due to client demands. • The compensation range for this role is $85,910 to $162,890. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. 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.