Baker Tilly US

• Build architecture (objects, fields, page layouts) and automation (workflow rules, process builders, approval processes) on the Salesforce platform • Build declarative components (Apps, Lightning Pages) in Salesforce Lightening • Create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce • Configure the Nonprofit Success Pack (NPSP) objects, custom settings and account model • Install and configure applications from the Salesforce AppExchange such as email, social media, financial management, online payment, SMS, and form building applications • Install and configure proprietary applications as needed • Define appropriate data model and system architecture from business requirements for defined deliverables • Create comprehensive technical documentation appropriate for both engineering and clients • Create written recommendations, outlining multiple solution designs and considerations for each • Discuss data model considerations internally and with clients • Design mock ups of custom pages • Rapidly prototype solutions and integrate feedback to support iterative development cycles

• Conduct customs compliance audits, including reviews of entries, documents, and data integrity. • Validate CBP Form 7501, commercial invoices, packing lists, and bills of lading for compliance accuracy. • Extract, reconcile, and analyze data from ACE reports. • Identify potential compliance gaps including valuation, FTAs, HTS classification, ADD/CVD, and PGA information. • Support HTS classification exercises and project work for clients. • Prepare complete, defensible audit documentation. • Conduct variance analysis between declared values, dutiable values, and supporting documentation. • Assist in drafting preliminary findings, issue logs, and risk summaries for client deliverables. • Maintain version control, audit trails, and documentation structure that meets regulatory expectations. • Support project teams on compliance assessments, internal control reviews, and process improvement initiatives.

• Create, maintain, and manage documentation for healthcare applications, technical workflows, and operational processes • Collaborate with healthcare SMEs, IT teams, and Community Connect teams to ensure documentation accuracy and completeness • Develop clear, concise, and user-friendly materials to support system transitions and workflow optimization • Track project deliverables and timelines to ensure milestones and deadlines are met • Build strong internal and external relationships to support collaboration and project success

• The Practice Management Manager plays a critical role in enabling operational excellence across their assigned service line by driving process efficiency, supporting change adoption, and ensuring consistent execution of strategic and operational initiatives. • This role partners with leadership and Enterprise Solutions & Operations (ESO) teams to drive operational excellence, scalable growth, and continuous improvement. • Support the operationalization of processes, tools, and operating models to drive consistency, scalability, and alignment with firm standards. • Coordinate execution of operational initiatives and process improvements, ensuring timely delivery and alignment with business objectives. • Identify operational gaps and opportunities to improve efficiency, enhance team effectiveness, and support best practice adoption. • Serve as a point of coordination for operational escalations across the engagement lifecycle (e.g., engagement setup, contracting, resourcing, compliance, and financial processes). • Support adherence to operational processes, internal controls, firm policies, engagement documentation requirements, and operational standards to promote operational integrity and mitigate risk. • Assist in the implementation, adoption, and change enablement efforts related to new processes, technologies, reporting, and operational initiatives. • Support implementation of strategic initiatives, operational changes, system implementations, and process transitions across the practice. • Partner with practice leadership to translate strategic priorities into operational action plans and support execution of key business objectives. • Coordinate and cascade firm, service line, and practice communications to promote alignment, transparency, and engagement. • Collaborate with ESO teams including Finance, Resource Management, Talent Management, Enterprise Technology, Legal, and Client Operations to improve operational effectiveness and system utilization. • Support weekly, monthly, quarterly, and annual business meetings, operational reviews, and leadership planning activities. • Develop presentation materials, reporting, and communications aligned to business strategy and operational priorities. • Partner with Finance to interpret firmwide dashboards and reporting, helping identify financial trends, risks, and business implications. • Review operational performance indicators including chargeable hours, utilization, overtime, engagement profitability, travel, and controllable expenses to support operational decision-making. • Monitor project quality and engagement lifecycle compliance requirements, including Accounts Receivable (AR), Work in Process (WIP), engagement documentation, contracting, and related operational processes. • Support expense management activities related to employees, subcontractors, vendors, software, and subscriptions. • Respond to operational and financial risks, trends, and outliers through follow-up coordination, analysis, and issue resolution support. • Consolidate operational insights and reporting to support business health monitoring and leadership decision-making. • Partner with Resource Management and leadership to support staffing alignment and operational readiness. • Review business pipeline reporting and identify potential staffing constraints, resource gaps, or operational risks. • Support recruiting priorities based on business strategy, staffing demand, growth projections, and skillset needs. • Coordinate onboarding activities for new team members, including experienced hires, campus hires, and team members joining through acquisition activity. • Support integration and stabilization efforts related to operational transitions and newly integrated teams. • Maintain awareness of team member skills, experiences, and career goals to help support staffing alignment and business needs. • Support execution of training, onboarding, and continuing professional education (CPE) initiatives.

• Provide compliance and consulting services to BT Partners • Perform technical review of complex individual tax returns and all supporting tax documents • Lead multiple engagements that deliver proactive tax planning and strategic consulting • Grow technical competence by applying technical developments to complex situations • Manage the client experience as the primary point of contact for about 75 clients • Invest in your professional development individually and through participation in firm wide learning and development programs • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities • Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns • Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal, estate, gift, charitable planning and generation skipping tax • Advise and make recommendations to clients on business succession planning • Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations • Manage client engagement staffing, billings/collections, and ensure client profitability targets are met • Utilize entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

• Lead implementations end-to-end while providing client teams best practices to meet their business operational goals • Client working sessions define goals and objectives for their planning cycles, and document key segments and metrics that will enable them to enhance their financial planning and analysis function to improve reporting automation • Lead multiple concurrent Adaptive Planning implementations and optimization engagements as solution architect for complex planning transformations, providing guidance on model design, security, reporting frameworks, workforce planning, scenario planning, and governance best practices • Lead client’s implementation in the design, configuration, testing, support, customization, and optimization of our clients’ financial reporting, forecasting and planning system Workday Adaptive Planning • Lead in the deployment and implementation of integrations between Workday Adaptive Planning and ERP systems and other systems • Lead in process improvement projects, such as identifying and implementing reporting and data efficiencies to reduce client time compiling data • Leads sales and business development efforts by generating pipeline, acquiring new clients, expanding existing accounts, and building strategic relationships to accelerate revenue growth • Leads, coaches, and develops team members to achieve performance goals, foster collaboration, and maintain a high‑accountability culture. • Manage project scope, budgets, timelines, risks, and resource allocation • Serve as a trusted advisor to CFOs, FP&A leaders, Controllers, and Finance Transformation leaders on budgeting, forecasting, workforce planning, and enterprise performance management strategies.

• Performs operational, accounting, and consulting activities that include customer service support and problem resolution, accounts payable processing, expense report audit, and ongoing reporting and analysis • Prepares polished deliverables for clients; ensures timely client deliverables • Works collaboratively with clients to understand current business practices, identify opportunities for improvement, assist in defining new processes, and assist in developing updated policies and procedures • Supports project start up activities, such as following project work plans, adhering to schedules, and attending kickoff meetings • Reviews the work of self for accuracy • Meets daily, weekly, and monthly deadlines in a fast paced environment • Serves as an integral member of our Fiscal Operations Advisory team • Occasionally travels to client locations, firm training, or industry conferences

• Develop full-stack business applications using Python and the Anvil framework • Design and implement innovative solutions, particularly within the AWS ecosystem • Collaborate with consultants and industry specialists to solve client challenges • Identify opportunities to create new service offerings and technology solutions for Baker Tilly clients • Contribute reusable components and best practices that accelerate future development efforts

• Coordinate travel logistics, including booking flights, hotels, and other arrangements through the firm’s travel platform • Expense management: prepare and submit expenses ensuring compliance with firm policies; invoice coding and routing • Assist with client engagement set up and support activities, such as new client acceptance, client relationship management data entry, completion of vendor/due diligence forms, and electronic file coordination • Draft, format, and finalize business correspondence including proposals, engagement letters, and contracts • Deadline management to include updating and monitoring tax due date reporting • Create and/or format PowerPoint presentations using firm branded templates • Provide CPE support through the completion of NASBA-required CPE paperwork for team learning • Leverage internal network and teams to effectively manage workflow • Participate with onboarding of new GEMS team members and continuous team training • Other duties and special projects as assigned