Baker Tilly

Role Description The Business Development Director at Baker Tilly is a senior-level, strategic role focused on accelerating growth across the firm’s Tax, Assurance, and Consulting practices. This leader is directly responsible for identifying and developing new business opportunities within the Industrial & Consumer Products (ICP) – Manufacturing sector in an assigned territory, while building, managing, and expanding strong client relationships. The Director serves as a key member of the ICP – Industrials & Consumer Products Industry Practice leadership team, partnering with practice leaders to shape and execute go-to-market strategies and drive industry-focused growth initiatives. This includes collaborating across service lines to develop innovative, value-driven solutions that support organizations across: - Industrial manufacturing - Automotive - Aerospace & defense - Consumer products - Food & beverage - Distribution - Logistics - Supply chain operations This position requires a strong understanding of market dynamics, manufacturing operations, cross-border trade strategy, supply chain and capital investment strategies, regulatory considerations, and emerging technologies impacting the manufacturing sector, and is critical to enhancing Baker Tilly’s market position and delivering differentiated value to clients. You will have the opportunity to: - Understand key industry service offerings and confidently communicate their application across the manufacturing ecosystem. - Demonstrate an understanding of global trade management strategies. - Demonstrate an understanding of manufacturing operations and global supply chain optimization. - Monitor and communicate emerging trends related to global trade regulations and supply chain disruption. - Demonstrate an understanding of emerging manufacturing technologies and their impact on operational efficiency. - Lead the deployment of sales techniques and strategies to integrate services across all lines of service. - Build, maintain, and expand relationships across the manufacturing and global trade ecosystem. - Perform regular follow-up on all Firm-generated leads. - Maintain a clear understanding of target business development purposes. - Track and analyze emerging manufacturing industry trends. - Maintain strict compliance with CRM (Salesforce) requirements. - Attain closed business revenue goals associated with both new and existing client accounts. - Participate as a key team member on relevant market development meetings. - Create, sustain, and grow relationships with new and existing clients. - Maintain deep knowledge of core service offerings and effectively position their application. - Collaborate with other BD leaders and practice leaders for an integrated Go-to-Market approach. - Perform account planning and key account research. - Perform primary outreach efforts and coordinate with marketing personnel on campaigns. Qualifications - Undergraduate degree from an accredited college or university required; Graduate degree preferred. - 15+ years of experience in Manufacturing, Industrial Products, Consumer Products, Global Trade Management, Supply Chain, Distribution, Logistics, or related industries. - Demonstrated understanding of global trade management. - Demonstrate an understanding of manufacturing market dynamics and operational transformation. - Demonstrate strong problem-solving, critical thinking, and thought leadership skills. - Strong understanding of emerging technologies and their business applications. - Ability to work under a defined and planned directive with minimal supervision. - Strong written and verbal communication skills. - Ability to travel 50-80% as needed. Requirements - The pay rate ranges for this job position are listed below: - In Washington D.C. the pay rate range is: $155,000 to $279,980. - In Wilmington DE the pay rate range is: $155,000 to $244,990. - In MD Remote the pay rate range is: $155,800 to $233,320. Benefits - Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Role Description We are seeking a talented Mergers and Acquisitions (M&A) Tax Managing Director with Private Equity experience and exceptional technical, client service, and relationship development skills to join our dynamic Private Equity-focused team. - The ideal candidate possesses deep technical expertise in complex corporate and flow-through transaction tax structuring. - A proven track record of leading high-stakes, complex transactions, leveraging strategic tax insights to create significant value for Private Equity clients. - Excels at building and maintaining strong relationships, collaborating seamlessly with deal teams, investment bankers, legal advisors, and portfolio company management. - Demonstrates strong business development acumen, identifying emerging opportunities and articulating tailored tax solutions. - A dedicated mentor and leader, committed to developing and inspiring team members through coaching and feedback. - Develop and implement transaction advisory services for clients with complex financial needs. - Open to location. Clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. - Multi-faceted client base provides a variety of opportunities across numerous industries. Qualifications - A leader with a demonstrated ability to develop relationships and serve as a value architect. - Thirteen (13)+ years’ experience in public accounting, with at least four (4+) years of supervisory experience counseling associates. - Experienced with a proven professional services track record, working for at least ten years with Private Equity clients on tax aspects of complex domestic and cross-border business transactions. - Experienced in tax due diligence, deal structuring, post-acquisition planning, and/or inbound and outbound transaction consulting. - A proven business developer with a track record of successful business growth, relationship development, and client service. - Capable of providing a technical skill set that allows the Firm to attract a more complex and diverse client base. - Bachelor's degree in finance, accounting, or related field required; master's degree or LLM in taxation desired but not required. - CPA or bar-licensed attorney required. - Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication, and Microsoft Suite skills required. - Strong written communication skills. - Nimble and responsive, with the ability to travel nationally as client and Firm needs may require. - Must be local to Manhattan, and be willing and able to travel as needed to serve clients. Requirements - Address complex M&A tax-related client matters through both innovative and established approaches. - Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions. - Identify and analyze tax risks and opportunities while advising on alternative tax strategies. - Review, assess, and advise clients regarding tax computations reflected in financial models. - Lead tax due diligence for both buy-side and sell-side transactions. - Analyze the tax aspects of acquisition and merger agreements and oversee the preparation of tax opinion letters, memoranda, reports, and presentations. - Support transaction structuring for tax and accounting issues, valuation, structuring, negotiation, and post-acquisition planning. - Utilize entrepreneurial skills to network and build strong relationships internally and externally. - Represent Baker Tilly in the marketplace through activities such as speaking at conferences and authoring articles. Benefits - The pay rate range for this job position is $299,930 to $393,680. - Actual compensation is influenced by a variety of relevant factors, including skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location. - Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Role Description The Senior Engineer is tasked with crafting leading-edge solutions for clients and is the driver of creative innovation in each project team of clients and consultants. This includes understanding best practices but also looking at other available technologies that may produce better outcomes and value for clients. With a deep understanding of core computer science fundamentals (data structures, algorithms, performance analysis, etc.), the Senior Engineer is always looking to make systems simpler, faster, and better. To ensure solid execution, the Senior Engineer is also integrating Quality Assurance (QA) throughout the stages of the project, both internally and with the client to avoid issues before they may arise. This role must also perform automated checks along with intuitive, manual testing; striving for a 100% deployment success rate. Responsibilities: - Review and analyze system specifications - Identify one or more technical solutions to discuss with clients - Create a solid technical solution based on best practices - Collaborate with the team to design, develop and maintain all development - Determine and coordinate time estimates and priorities - Help troubleshoot/reproduce bugs and errors as well as execute test cases (manual or automated) based on business requirements and/or technical specifications - Conduct post-release/post deployment testing and analysis of defects, bugs, or other configuration/inoperability issues with existing test cases (including regression testing) - Communicate to all internal stakeholders and log issues - Acknowledge client issues immediately and respond to any client communications by established internal timelines - Communicate directly with clients to identify core issue(s) and respond daily with progress updates on open tickets - Document and communicate estimated timeframe and scope hours/cost for fixes - Work with cross-functional teams to ensure quality through the system development life cycle while meeting all deadlines - Collaborate with project team and engineers to develop effective strategies and test plans - Develop and maintain a working knowledge, and documentation of deployment and version control methodologies - Help manage and contribute to internal applications - Communicate with engineering leadership on demo and client application setup time requirements - Set up templated applications from the AppExchange with clients - Work with sales team to design demo and implement environments (will not conduct demos) Qualifications - Bachelor’s degree required - Minimum 7 years work experience, with prior consulting experience desired - Minimum 3-7 years of relevant Salesforce development experience - Certified Salesforce Platform Developer (Dev 201) required - Certified Salesforce Advanced Developer preferred - Proven experience with AWS, GCP and/or Azure platforms, Heroku, MongoDB, and/or Google Firebase products - Experience with MuleSoft, Marketing Cloud, and UI/UX design - Demonstrated analytical capabilities with extreme attention to detail - Desire to learn new systems and technical solutions - Excellent verbal and written communication skills - Proficient with all Microsoft Office Products and Google apps - Ability to travel as needed Requirements - The pay rate range for this job position is $123,840 to $234,770. - 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. Benefits - Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Role Description Baker Tilly has an incredible career opportunity for an Engagement Lead – Tekion / DMS Implementation (Manager) to join our growing Digital Consulting team. Baker Tilly’s Digital Consulting Practice combines deep functional, industry, and technical capabilities to help clients solve their toughest enterprise digital challenges. Baker Tilly Digital is focused on the integration of advanced technologies with core business transformational services to support companies in successfully navigating the complexities of digital transformations. You Will Enjoy This Role If... - You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized. - You are looking to make an impact as part of a fast growing, innovative practice where your hard work and creativity can help us continue to build our brand as a firm. - You have a passion for leading transformation, enabling an organization to meet objectives on time and on budget. - 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 to meet client needs in a variety of industries. - You feel valued when you are provided the resources and support to continually sharpen your skills and build your career. What You Will Do - Lead a team of Baker Tilly and client resources through definition and delivery of transformation projects, with a focus on the auto dealership industry and the implementation of the Tekion Dealer Management System (DMS). - Proactively identify and develop complementary value-added services for automotive dealerships, including process improvement initiatives and broader digital transformation opportunities that enhance operational efficiency and customer experience. - Develop, manage, and measure effectiveness of project approach and plans aligned to critical phases of implementation (analyze, design, build, test, deploy) and/or long-term roadmaps which describe delivering large-scale solutions via a series of projects. - Lead the delivery of product training to dealer staff across departments (sales, service, parts, accounting). - Elicit and define requirements using multiple methods such as interviews, document analysis, workshops, surveys, site visits, etc. - Manage and implement multiple projects through delegation, coordination, communication, and organization. Coordinate deployment of projects included staffing resources, deadlines, and end user expectations. - Ensure that all projects are properly documented, which includes a business case, business requirements, and implementation plan, maintaining document requirements for project managers and business owners. - Manage third party vendor relationships to resource specific development needs. - Act as the liaison among the executive committee members, stakeholders, and development team including identification and mitigation of project risks and issues. - Support the development of the Enterprise Transformation practice from go-to-market activities to delivery methodology standards and team development. - Provide functional expertise based on your specific skills and background. - 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 Value Architect model, helping associates meet their professional goals. - Enjoy friendships, social activities and team outings that encourage a work-life balance. Qualifications - Bachelor’s degree in relevant field. - Minimum of five (5) years of related experience, including 3 years of auto dealership industry experience; consulting experience highly preferred. - Minimum of three (3) years’ experience with auto dealership processes, terminology, and workflows (sales, service, parts, accounting). - Experience leading teams in the implementation of Tekion DMS; Tekion Certified Professional (TCP) qualification highly preferred. - Experience managing senior-level client relationships and working across an organization with multiple stakeholders. - Ability to lead and supervise others, provide exceptional client service, see the "big picture" as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects. - Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client teams, and third-party vendors. - Ability to manage multiple projects/initiatives simultaneously, with a willingness to support different workstreams as needed. - Ability to think creatively to solve problems gained through prior experience, education, training to resolve issues and remove project obstacles. - Demonstrated management, analytical, organization, interpersonal, project management, communication, and highly developed Microsoft Suite (Word, Excel, PowerPoint) skills. - Project experience with full lifecycle application development (e.g. requirements gathering, use case development, system analysis and design, integration, testing, deployment). - Experience with Agile software delivery management tools and techniques (Scrum, JIRA, confluence) is a plus. - Project/program management certification (e.g. PMP, PgMP) and/or Agile certification (e.g. PMI-ACP, CSM, PSM, SAFe POPM) is a plus. - Ability to travel as needed (up to 100%) and work outside of core business hours for client engagements. Benefits - The pay rate range for this job position is $123,840 to $234,770. 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.

Role Description The Payroll Director will serve as a senior leader within Managed HR Services, reporting to the Principal of MS HRS Payroll & HR. This individual will be responsible for overseeing payroll operations, leading a team of 10–15 professionals, driving revenue growth, and shaping the strategic direction of payroll services. The role requires deep functional payroll expertise, strong leadership in a remote environment, and the ability to build scalable systems, processes, and client solutions. Key Responsibilities - Leadership & Team Management - Lead, develop, and manage a team of payroll associates, implementation specialists, and managers (10–15 team members) - Establish clear performance expectations, accountability, and development plans - Foster a high-performing, collaborative, and client-focused culture across a distributed team - Provide leadership in managing remote teams effectively and efficiently - Client Delivery & Operational Excellence - Oversee end-to-end payroll service delivery, including processing, review/support, compliance, issue resolution, and client communication - Ensure timely response and resolution of payroll issues, aligning with service expectations (e.g., rapid response for critical issues) - Maintain high standards of payroll accuracy, compliance, and client satisfaction across all engagements - Partner with implementation teams to ensure seamless onboarding, system configuration, and payroll transitions - Systems, Implementation & Process Design - Lead payroll system implementations, including configuration, data migration, testing, and go-live execution - Design, build, and optimize scalable payroll processes and operational workflows - Identify opportunities to streamline manual processes and improve efficiency through technology and automation - Collaborate with internal and external technology partners (including ADP and Intuit) to optimize system performance and integrations - Technology & Innovation - Leverage payroll technologies, including ADP platforms (RUN and Workforce Now preferred), to deliver scalable client solutions - Drive adoption of emerging tools, including AI-enabled capabilities, to improve payroll accuracy, efficiency, and insights - Ensure alignment between payroll systems, HRIS platforms, and financial integrations - Growth & Strategic Development - Support and drive payroll revenue growth through client expansion, cross-sell opportunities, and service enhancements - Identify and develop new market segments and client demographics for payroll services - Contribute to go-to-market strategy, service offerings, and pricing approaches - Partner with firm leadership on long-term strategy and scaling the payroll practice - Client Relationship Management - Serve as a senior escalation point and trusted advisor for key client relationships - Ensure strong communication, transparency, and responsiveness in all client interactions - Deliver consultative insights to clients related to payroll operations, compliance, and system optimization Qualifications - Certified Payroll Professional (CPP) - 7–10+ years of progressive payroll experience - 3–5+ years of people management experience - Deep functional knowledge of payroll operations, compliance, and multi-state payroll requirements - Proven ability to lead teams and manage complex payroll environments - Experience building systems, processes, and operational infrastructure from scratch - Strong ability to operate autonomously and make independent decisions Preferred Qualifications - Experience with Intuit and ADP payroll platforms, including ADP RUN and ADP Workforce Now - Background in a consulting or outsourced services environment - Experience managing payroll implementations across diverse client environments - Familiarity with integrating payroll with HRIS, timekeeping, benefits, and financial systems - Experience leveraging AI or advanced tools to enhance payroll processes Success Profile - Strategic yet hands-on - Highly organized and execution-oriented - Adaptable and responsive to changing client and market needs - Comfortable operating in ambiguity and building structure where none exists - Focused on quality, scalability, and continuous improvement Why This Role Matters This role is critical to scaling the payroll function, enhancing service delivery, and positioning the firm for growth across new client segments. The Payroll Director will play a central role in shaping the future of payroll services and delivering measurable business impact. Compensation The pay rate range for this job position is $116,000 to $345,330. 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.

Role Description We are seeking a Senior Manager to join the Assurance Professional Practice Group (Assurance PPG) supporting the Firm’s Quality Management (QM) function. This team is responsible for assessing and evaluating the Firm’s system of quality management (SQM) across the assurance practice. In this role, you will operate at the intersection of regulatory compliance, audit quality, and operational performance. You will play a critical role in maintaining, testing, and continuously improving the Firm’s SQM ensuring it is effective, scalable, and practical. This position offers broad exposure across the Firm, with frequent collaboration with practice offices, National Office, and cross-functional teams including People Solutions and Technology. Key Responsibilities - Assess Compliance with Standards: - Actively participate as a member of the Assurance QM team to assess firm compliance with the quality standards of the PCAOB, AICPA, and IAASB. - Identify gaps and potential improvements to the SQM. - Manage Workflows: - Facilitate periodic update of documentation by process owners. - Participate in ongoing risk assessment. - Design test plans, supervise the execution of testing, and review results. - Coordinate with teams integral to the annual evaluation for timely completion. - Oversee Documentation: - Develop and maintain the documentation database and other documentation for the Firm’s Assurance SQM. - Manage data and its relationships. - Identify gaps and suggest improvements. - Consult and Educate: - Assist in maintaining the Firm’s Assurance SQM by educating and consulting with process owners and control operators to facilitate understanding of how processes address risks in achieving the Firm’s quality objectives. - Design, prepare, and deliver training on maintaining the SQM and related documentation strategies. - Deploy Evaluation Model: - Enhance and execute a model to evaluate the results of the Firm’s monitoring and remediation activities for ultimate inclusion in the Chief Executive Officer’s annual evaluation of the Assurance SQM. - Establish and maintain the decision-making framework to support annual evaluation. - Execute the annual evaluation process. - Remediate and Report: - Assist in identifying, tracking, and reporting on remediation of quality findings and deficiencies, as well as process improvements, and report progress to the CEO and Managing Principal of PPG. - Develop dashboards and reporting tools to monitor remediation progress and effectiveness. - Develop and maintain a decision-making framework using the RACI model (Recommend, Approve, Consult, and Inform) to determine priorities, timeline to completion, and progress toward remediation. - Operational Enablement & Process Optimization: - Identify operational gaps and generate ideas to drive efficiency, innovation, and best practice adoption across teams to gain operational efficiency. - Support other QM-related Firm activities. - Lead and contribute to PPG Quality Management initiatives and projects of all sizes. - Assist in the Peer Review and PCAOB external inspection process as it relates to providing materials related to the QM function. - Interact with the Peer Review team and PCAOB staff related to QM matters. - Stay up to Date with Developments: - Participate in industry groups, committees, and forums to stay current on regulatory developments and emerging trends. - Provide thought leadership and represent the Firm’s perspective in external discussions. Qualifications - Bachelor’s degree with a major in accounting or related field required - Minimum of 7 years of related experience in public accounting or internal control - Strong analytical and problem-solving skills required - Willingness and ability to travel to office locations on occasion - Excellent verbal and written communication and interpersonal skills - Ability to work independently and in teams - Minimum of 3 years of supervisory and training experience - Strong presentation and communication ability is required - Solid project management experience and organizational skills Requirements - The pay rate ranges for this position are listed below. 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. - The national pay rate range is $63,000 to $220,830. - In California: pay rate range is $142,360 to $220,830. Benefits - Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Role Description The Business Development Director at Baker Tilly is a senior-level, strategic role focused on accelerating growth across the firm’s Tax, Assurance, and Consulting practices. This leader is directly responsible for identifying and developing new business opportunities within the Technology sector in an assigned territory, while building, managing, and expanding strong client relationships. - Understand key industry service offerings and confidently communicate their applications in/to/for the technology ecosystem (i.e., Software & SaaS, AI, AgTech, FinTech & CleanTech, etc.) to a varied group of stakeholders. - Possess a deep understanding of how technology and venture capital markets intersect and function, including the technology lifecycle and the flow of capital from investors to startups, the stages of funding (seed, early-stage, growth), and the various players involved (venture capitalists, angel investors, corporate venture arms, etc.). - Build, maintain and grow relationships with professionals in the technology and venture capital ecosystem - including entrepreneurs, fellow investors, tech incubators, and industry experts who can provide valuable insights and opportunities. - Track and analyze emerging technology trends and innovations to identify potential opportunities within the industry. - Serve as Value Architect™ and enable/facilitate Value Architect™ behaviors-activities. - Generate a client-facing pipeline & manage/lead/participate in client pursuits (i.e., client discovery, presentations, proposal strategy, proposal development). - Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management. - Identify and leverage support needed to fully understand client needs, represent Baker Tilly, and close deals – i.e., technical support for calls, recruiting support, executive support, marketing support. - Maintain and grow relationships with existing clients by maintaining regular and open communications. Ensure standards of performance are being met by assigned consultants, and satisfaction level of client. Troubleshoot issues should they arise. - Utilize support of Business Development Manager to achieve sales goals. Provide direction and mentorship to assigned Business Development Manager in support of the Director's sales plan/initiatives/campaigns. - Negotiate service agreements and statements of work with clients. - Maintain strict compliance with CRM (Salesforce) requirements by consistently documenting opportunity notes and all related activities, and keeping an accurate, up-to-date pipeline of qualified opportunities in accordance with firm protocols. - Provide weekly sales updates to senior management. - Be a good steward of Baker Tilly financial resources when planning sales trips and entertaining clients (i.e., booking more than one client visit for a trip, obtaining competitive rates for travel by planning in advance). - Ensure client satisfaction on each and every engagement. - Maintain knowledge of Baker Tilly’s core competencies, consultants, and project history to appropriately represent Baker Tilly in communications with clients/prospective clients. - Represent Baker Tilly in sales meetings/conferences/tradeshows/user group meetings. Qualifications - Bachelor's Degree required. - 10+ years of experience in technology-focused industries or in professional services supporting these sectors (e.g., accounting, law, management consulting, municipal advising, etc.), required. - Experience selling or delivering tax, assurance and/or consulting services within technology-driven or IT environments required. - Excellent sales skills and a proven track record of achieving KPI’s. - Strong interpersonal skills and an ability to build rapport with internal Partners, Senior Management and stakeholders of varying levels/experience. - Driven and ambitious individual with a strong desire to succeed. - Eligibility to work in the U.S. without sponsorship required. - Ability to travel up to 50% as needed. Requirements - The pay rate range for this job position is $155,000 to $291,650. 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. Benefits - Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Role Description As a Data Analytics Senior Associate, you will be a critical team member of the firm's Data and Analytics team. This role is a specialized role focused on supporting our service lines with insights, management reports, and analysis for decision-making processes. You will work closely with the Data Solutions, Data Operations, Finance, Data Analytics, and client-facing teams to develop business critical analysis and reporting to enable data driven decisions. Responsibilities - Develops and maintains service line related data, reports, and dashboards for client-facing teams and their leaders with a focus on reporting revenue, opportunity, and other key metrics, providing actionable insights to increase visibility and efficiency. - Translates business needs into analytics/reporting requirements while functioning as an internal consultant to our client-facing teams related to their unique business needs. - Assists with onboarding new datasets into our data warehouse for specific platform reporting. - Supports users with ad hoc training, troubleshooting, etc. related to reporting and key initiatives. - Works with service line leadership to develop data and analytics requirements, provide analytics solution recommendations, and develop data and reporting strategy and roadmap. Qualifications - Bachelor’s degree required; emphasis in data analytics, data science, computer science, management information systems, finance, statistics or related field. - 3-5 years of experience performing data analytics supporting leadership teams and data-driven decision making. - Hands-on practical experience and proficiency utilizing Microsoft Power BI, Azure Databricks, Databricks SQL and SQL Server. - Experience with consumer-level and industry-level data. - Ability to synthesize complex data into clear, actionable insights for senior leadership consumption. - Experience utilizing cloud-based technologies (preferably Azure) and data lakehouse architecture. - Experience with professional service industry or CPA and advisory firms preferred. - Be an excellent communicator and collaborator, engaging with multiple technical and business stakeholders and leaders and be able to translate business questions and analysis into simple briefings for use by various parties. - Ability to work independently in a fast-paced, growth-oriented environment without sacrificing quality. Requirements - The pay rate ranges for this position are listed below. 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. - The national pay rate range is $74,200 to $148,230. - In California: pay rate range is $74,500 to $148,230. Benefits - Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

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 has an incredible career opportunity for an Engagement Lead – Tekion / DMS Implementation to join our growing Digital Consulting team. Baker Tilly’s Digital Consulting Practice combines deep functional, industry, and technical capabilities to help clients solve their toughest enterprise digital challenges. Baker Tilly Digital is focused on the integration of advanced technologies with core business transformational services to support companies in successfully navigating the complexities of digital transformations. You Will Enjoy This Role If... - You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized - You are looking to make an impact as part of a fast growing, innovative practice where your hard work and creativity can help us continue to build our brand as a firm - You have a passion for leading transformation, enabling an organization to meet objectives on time and on budget - 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 to meet client needs in a variety of industries - You feel valued when you are provided the resources and support to continually sharpen your skills and build your career now, for tomorrow What You Will Do - Lead a team of Baker Tilly and client resources through definition and delivery of transformation projects, with a focus on the auto dealership industry and the implementation of the Tekion Dealer Management Systems (DMS) - Proactively identify and develop complementary value-added services for automotive dealerships, including process improvement initiatives and broader digital transformation opportunities that enhance operational efficiency and customer experience. - Develop, manage, and measure effectiveness of project approach and plans aligned to critical phases of implementation (analyze, design, build, test, deploy) and/or long-term roadmaps which describe delivering large-scale solutions via a series of projects - Lead the delivery of product training to dealer staff across departments (sales, service, parts, accounting) - Elicit and define requirements using multiple methods such as interviews, document analysis, workshops, surveys, site visits, etc. - Manage and implement multiple projects through delegation, coordination, communication, and organization. Coordinate deployment of projects included staffing resources, deadlines, and end user expectations - Ensure that all projects are properly documented, which includes a business case, business requirements, and implementation plan, maintaining document requirements for project managers and business owners - Manage third party vendor relationships to resource specific development needs - Act as the liaison among the executive committee members, stakeholders, and development team including identification and mitigation of project risks and issues - Support the development of the Enterprise Transformation practice from go-to-market activities to delivery methodology standards and team development - Provide functional expertise based on your specific skills and background - 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 Value Architect model, helping associates meet their professional goals - Enjoy friendships, social activities and team outings that encourage a work-life balance Successful candidates will have: - Bachelor’s degree in relevant field - Minimum of seven (7) years of related experience, including 3 years of auto dealership industry experience; consulting experience highly preferred - Minimum of three (3) years’ experience with auto dealership processes, terminology, and workflows (sales, service, parts, accounting) - Experience leading teams in the implementation of Tekion DMS; Tekion Certified Professional (TCP) qualification highly preferred - Experience managing senior-level client relationships and working across an organization with multiple stakeholders - Ability to lead and supervise others, provide exceptional client service, see the "big picture" as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects - Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client teams, and third-party vendors - Ability to manage multiple projects/initiatives simultaneously, with a willingness to support different workstreams as needed - Ability to think creatively to solve problems gained through prior experience, education, training to resolve issues and remove project obstacles - Demonstrated management, analytical, organization, interpersonal, project management, communication, and highly developed Microsoft Suite (Word, Excel, PowerPoint) skills - Project experience with full lifecycle application development (e.g. requirements gathering, use case development, system analysis and design, integration, testing, deployment) - Experience with Agile software delivery management tools and techniques (Scrum, JIRA, confluence) is a plus - Project/program management certification (e.g. PMP, PgMP) and/or Agile certification (e.g. PMI-ACP, CSM, PSM. SAFe POPM) is a plus - Ability to travel as needed (up to 100%) and work outside of core business hours for client engagements - The compensation range for this role is $137,600 - $206,380. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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 Sr. Administrative Business Partner – GEMS plays a key role in supporting Senior Managers, Directors, and Senior Directors by handling a variety of administrative duties within a pooled support structure known as the Global Engagement & Management Support (GEMS) team. This position requires strong independent judgment and the ability to effectively prioritize, organize, and manage a diverse workload in a fast‑paced, virtual work setting. The Sr. ABP – GEMS is flexible, proactive, and resourceful, while maintaining confidentiality and a high level of customer service. Responsibilities: - Assist with calendar management and travel logistics. - Manage expense entry as requested. - Support client engagement setup and related activities, including new client acceptance, client relationship management data entry, engagement code setup, binder maintenance, and electronic file coordination. - Draft, format, and finalize business correspondence (e.g., engagement letters, MSAs/SOWs, proposals, management letters, Powers of Attorney, and NDAs). - Leverage internal networks and teams to effectively manage workflow. - Manage deadlines, including updating and monitoring due date reporting to tax leadership. - Participate in onboarding new GEMS team members by providing training and answering questions. Perform other duties and special projects as assigned. Qualifications: - Minimum of 3+ year(s) experience required / 5+ year(s) preferred in related field. - Certificates (List) Highschool Diploma required, Associates Degree preferred. - Availability to work some evenings and weekends as needed in order to meet client needs. - Ability to demonstrate advanced working knowledge of Microsoft Office Suite and meeting platforms. - Demonstrated subject matter expertise in one or more Client Service Delivery process areas. - Ability to take initiative to establish and build stakeholder relationships and identify service delivery opportunities. - Ability to work autonomously and collaboratively while providing guidance, training, and support. - Excellent written and verbal communication skills and demonstrated ability to communicate clearly and concisely. - Ability to deliver, solicit, receive, and apply feedback. - Demonstrated analytical, organization, interpersonal, and critical thinking skills. - Ability to effectively prioritize obligations based on importance with a keen sense of accuracy and attention to detail. The pay rate range is $25.00 to $36.00. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees/certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package.