Baker Tilly Advisory Group, LP

Provide general clerical and administrative support including mail handling, document management, reception coverage, meeting scheduling, and office supply management. | High school diploma with 1 to 3 years relevant experience, proficiency in Microsoft Office, good organizational and customer service skills, and ability to handle physical tasks. | 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 The Office Services Assistant provides general clerical and administrative office support assisting in daily office and operational needs of the business. Works closely with the Office Services Manager on a daily basis to ensure an organized office and assists associates to optimize processes and administrative business needs. • Sorts and delivers incoming, and outgoing mail, including accounts receivable bank drops • File, fax, scan, print and assemble documents. Assist with entering office expenses (fed ex, messenger services, invoices) • Possible travel -package pick-ups and drop-offs via USPS, UPS, and FedEx and food orders as needed • Provide reception coverage. Greet clients, answer office phones, receive and deliver documents to clients. • Ensure training rooms and conference rooms and over all office space is clean and organized. Assist in the set up or breaking down of tables, furniture, etc. • Schedule meetings and appointments. Schedule and prepare conference rooms. Assist with onboarding tasks and workspace readiness • Orders and stocks office supplies, stationary and breakroom supplies (coffee, soda, snacks) • Additional responsibilities as needed Qualifications • High School Diploma required • 1 to 3 years relevant experience required • Proficiency in Microsoft Office suite • Experience with office machines, including facsimile, high speed copier, multi-line phone and 10 key calculator preferred • Excellent customer service and client focused skills • Excellent organizational skills and ability to manage through competing priorities • Detail orientated and ability follow directions/procedures required, as well as prioritize calls and visitors • Ability to work independently to follow directions and procedures • Ability to work overtime and weekends as needed • Capable of safely lifting up to 25 lbs as needed The compensation range for this role is $18.00 to $34.10. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Lead prevailing wage and apprenticeship compliance efforts for projects seeking IRA credits, facilitate client and contractor meetings, advise on compliance requirements, and support project staff. | Bachelor's degree in business, finance, accounting, supply chain, engineering, construction management or equivalent experience, 5+ years consulting experience including 1+ year project management, strong analytical and communication skills, and construction or labor compliance experience 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: Come join Baker Tilly's Development & Community Advisory (DCA) team as a Project Manager working on our Prevailing Wage & Apprenticeship compliance team. You will be a part of our larger DCA Development Advisory team, which provides a variety of services including, but not limited to, energy and infrastructure advisory and project development support, economic development and capital planning support, and federal grant advisory with potential clients such as Tribes and Tribal Organizations, municipalities, non-profits, and other for-profit entities. This position plays an integral part in Baker Tilly's services tied to the Inflation Reduction Act ("IRA") of 2022. As one of the fastest growing firms in the nation, Baker Tilly offers upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: • You enjoy being in a project manager role helping internal and external stakeholders meet their collective goals. • You have an interest in energy incentives, construction labor compliance or the Inflation Reduction Act ("IRA") of 2022. • You crave an opportunity to work with a team of professionals that will challenge you mentally and provide an opportunity for tremendous growth. • You want to be part of firm is invested in your success by providing the resources and support to continually sharpen your project management and consulting skills and build your career now, for tomorrow What you will do: • Lead prevailing wage and apprenticeship compliance efforts for projects seeking IRA credits. • Facilitate client and contractor meetings, train stakeholders to utilize our compliance program, respond to questions and direct to appropriate team members, and provide direct assistance to project stakeholders. • Advise internal and external clients on meeting specific requirements related to prevailing wage and apprenticeship throughout the construction process. • Utilize your interpersonal communication skills to build and manage strong relationships with Baker Tilly colleagues and our clients. • Assist team leaders by documenting and analyzing processes, internal controls, and workflow to identify opportunities for improvement. • Support project staff in day-to-day service delivery. • Learn and grow from direct on-the-job coaching and mentoring along with participating in firmwide learning and development programs. • Enjoy friendships, social activities and team outings that encourage a work-life balance. Successful candidates will meet the following requirements: • A Bachelor's degree within business, finance, accounting, supply chain, engineering, construction management OR experience in lieu of a degree accepted • A minimum of five (5) plus years of progressive related consulting experience, including at least one (1) year serving as a project manager • Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required • Ability to provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties • Experience with construction industry or labor compliance helpful. The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Manage sales data and reporting, support forecasting and pipeline management, create presentations, monitor KPIs and expenses, and collaborate cross-functionally to improve sales efficiency. | 7+ years in sales operations or related role, Salesforce proficiency, strong analytical and communication skills, pipeline management experience, and ability to work remotely or hybrid. | 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: We are seeking an experienced Sales Operations Manager to join our expanding team and support the Western Geography region. In this role, you will focus on reporting and analytics, data management, sales performance, forecasting, development of presentation materials, sales processes, and expense management. Your expertise will help improve overall sales efficiency and drive our business forward. The ideal candidate will have a strong background in sales operations, excellent analytical skills, and the ability to work collaboratively with cross-functional teams. Must be detail- oriented, a strategic thinker, and bring a proactive approach to the position. This role will report into the Professional Sales Organization while supporting the region. Responsibilities • Support the business with reporting and analytics. Collect, analyze, and interpret sales data to provide actionable insights and support decision-making. • Monitor key performance indicators (KPIs) to track sales performance and identify areas for improvement. • Create and design compelling presentations that effectively communicate key insights, strategies, and performance metrics to stakeholders. • Manage sales data, ensuring accuracy and completeness in Salesforce. Reinforce data hygiene best practices. • Serve as a Salesforce data subject matter expert (SME) for the region you support, with a deep understanding of coding and system functionalities. • Collaborate with leadership to develop and refine sales and revenue forecasts leveraging Salesforce reporting and Power BI boards. • Monitor sales-related expenses, ensuring alignment with budgets and financial targets. • Create and maintain comprehensive documentation of sales processes to ensure consistency and efficiency. • Assist in the territory planning and/or target setting process as needed. Ensure territory maps, account assignments, and targets are maintained properly. • Foster effective cross-functional collaboration by working closely with sales ops, marketing, finance, and other growth strategy teams to achieve common business goals. • Proactively communicate with senior leadership on sales trends, performance metrics, process improvements, and gaps in sales reporting and forecasting. Qualifications • Minimum of 7+ years of experience in sales operations or a related role. • Experience communicating with senior leaders in a proactive and clear and concise manner. • Strong proficiency in CRM tools, Salesforce preferred. • Excellent analytical skills with the ability to interpret complex data and provide strategic recommendations. • Pipeline management and revenue forecasting experience. • Advanced computer skills including superior proficiency in Microsoft Office Suite Applications (Excel, Word, PowerPoint, Outlook, etc.) • Experience with Power BI a plus. • Ability to maintain data integrity, consistency, and quality in a fast-paced environment. • Must have strong communication skills, sense of urgency, and willingness to take initiative • Proven ability to manage multiple projects simultaneously while meeting all commitments and deadlines. • Exceptional organizational and time-management skills. • Ability to work in a remote or hybrid environment. • Bachelor’s degree in Business, Finance, or a related field preferred. The compensation range for this role is $92,580 to $175,530. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.