• Manage and review tax compliance for captive insurance companies and related entities • Provide technical guidance on IRC §831(b) and insurance-specific tax considerations • Advise clients on captive structuring, including risk distribution and risk shifting principles • Serve as a primary point of contact for clients, maintaining strong relationships • Support and lead IRS examinations, audits, and controversy matters related to captives • Lead multiple engagements, including planning, execution, and delivery • Review work of staff and seniors; provide mentorship and technical development • Identify tax planning opportunities and contribute to advisory-focused engagements • Collaborate with firm leadership to support practice growth and service line expansion

Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: The Client Operations Specialist provides administrative and operational support to client service teams to ensure the accurate and timely delivery of client projects and deliverables. This role supports engagement workflows through standardized, centralized processes, manages documentation and production activities, and helps maintain firm quality and compliance standards. The position contributes to team efficiency and a positive client experience through organization, attention to detail, and proactive communication. Responsibilities: - Prepare, process, format, proofread, and finalize client deliverables (e.g., filings, financial documents, reports, presentations, and related materials) using firm-approved systems and standardized, centralized processes. Ensure accuracy, completeness, timeliness, and compliance with firm quality control and documentation standards. - Support engagement workflows by tracking due dates, monitoring project status, and prioritizing assigned tasks to ensure timely completion. Communicate proactively with client service team members regarding status updates, clarifications, and deadline considerations. - Maintain organized electronic files and engagement documentation in accordance with firm policies and regulatory requirements. Coordinate file closing procedures and ensure proper retention and recordkeeping standards are followed. - Coordinate the production and distribution of client deliverables, including secure electronic delivery and, when applicable, printing, binding, and shipping. - Provide responsive administrative support to client service teams, anticipating needs, addressing routine questions, and helping facilitate a positive and professional client experience. - Execute responsibilities in alignment with centralized workflows and established procedures. Follow established workflows and procedures; communicate potential issues or inefficiencies to leadership and suggest improvements when appropriate. - Perform additional responsibilities and special projects as assigned to support team and firm objectives. Qualifications: - High school diploma or GED required; bachelor’s degree preferred. - Minimum of 1 year of related experience required. - Experience in a professional services, accounting, or tax environment preferred. - Strong customer service orientation with the ability to build and maintain positive working relationships with internal and external stakeholders. - Excellent verbal and written communication skills; ability to interact professionally with individuals at all levels of the organization. - Ability to handle confidential and sensitive information with discretion, integrity, and professionalism. - Strong attention to detail with the ability to follow established procedures, checklists, and guidelines accurately. - Effective problem-solving skills with the ability to identify issues and recommend practical solutions. - Strong organizational and time management skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment. - Self-motivated and proactive, with the ability to work independently as well as collaboratively in a team setting. - Ability to quickly learn, adapt to, and navigate new technologies, software systems, and digital tools. - Intermediate proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint). - Flexibility to work additional hours as needed to support business demands. - Ability to travel up to 5% as needed. In Florida: pay rate range is $20.00 to $25.00 In Colorado: pay rate range is $20.00 to $30.25 In Oregon: pay rate range is $20.00 to $29.00 In Washington: pay rate range is $20.00 to $31.50 In Arizona: pay rate range is $19.00 to $25.00

Role Description The Payroll Processing and Tax Support Analyst is responsible for analyzing multi-jurisdiction payroll tax data and reconciles calculations, and ensures that payroll information is reported to Federal, State and Local agencies as may be required. Ensure the Payroll preparation and processing is accurate and timely, including federal, multi-state and multi-jurisdiction withholding tax payments and returns. What You Will Do - Process periodic ACH payments on behalf of clients - Process and file validation of periodic Federal, State and Local taxation filing on behalf of clients - Assist clients with ACH and tax filing questions - Assist in quarterly and annual taxation filing, reporting, compliance and reconciliation - Provide the research, analysis and necessary reconciliation to respond to and resolve agency related payroll tax notices - Troubleshooting payroll and tax issues, to find resolution - Proper onboarding of new clients - Parallel reviews and historical validation of upcoming new clients - Offer client support when required Qualifications - Effective communication skills; both verbal and written - Excellent collaboration skills with team members and clients - Detailed oriented is a must - Ability to work independently and within a team-based environment Requirements - Demonstrated experience performing payroll tax reconciliations and analysis - Proficient in Excel and Word - General accounting experience - Strong technical aptitude - CPP accreditation - Experience working with payroll tax filing systems - Demonstrated ability to remain organized and multi-task Benefits - Comprehensive Benefits package (medical, dental, vision, etc.) for full-time employees - Generous PTO to support work-life balance - Remote working opportunities - 401K Matching - Autonomy to grow and find your career path with supportive leadership - 12-week Paid Parental Leave - Inclusive and diverse environment

Role Description The Registration Specialist is a behind-the-scenes expert in patient registration, ensuring the accuracy and completeness of insurance, guarantor, and guardianship information. This role is responsible for pre-registering all scheduled encounters across the enterprise and providing virtual/remote registration support for on-demand needs. By maintaining thorough and accurate patient records, the Insurance Specialist plays a critical role in facilitating a seamless financial and administrative experience for patients and the organization. Essential Functions - Patient Registration & Pre-Registration - Complete full patient pre-registration for all scheduled encounters across the enterprise, ensuring demographic accuracy, insurance verification, and guardianship determination. - Maintain accurate guarantor and financial responsibility records in the electronic health record (EHR) system. - Secure complete and accurate insurance details, identifying potential coverage issues before the patient arrives for care. - Address work queues (WQs) and in-basket messages related to patient registration and insurance updates. - Insurance & Guarantor Management - Verify patient insurance coverage, benefits, and eligibility through payer portals and internal systems. - Identify and resolve discrepancies in insurance information before services are rendered to prevent billing issues. - Determine and update guarantor and guardianship status, ensuring compliance with hospital policies and regulatory standards. - Virtual & Remote Registration Support - Provide real-time registration support for virtual and remote patient encounters, ensuring a seamless experience for both patients and clinical teams. - Respond to urgent registration needs for on-demand services, including walk-in, inpatient and emergency encounters when applicable. - Collaboration & Compliance - Work closely with financial clearance teams to resolve insurance-related barriers to patient access. - Maintain a high level of accuracy in patient records to ensure smooth downstream billing and reimbursement processes. - Adhere to HIPAA and hospital policies regarding data security, patient privacy, and regulatory compliance. Qualifications - High School Diploma or equivalent (Preferred) - Experience in patient registration, healthcare administration, or a similar role within a hospital or clinical setting (Preferred) Skills and Abilities - Strong customer service and interpersonal skills, with a focus on patient-centered care. - Ability to multitask and stay organized in a fast-paced, high-pressure environment. - Detail-oriented, with a commitment to accuracy in documentation and patient information. - Effective communication skills for interacting with patients, families, and healthcare teams. Licenses and Certifications - Primarily remote or back-office environment with minimal patient interaction. - Standard business hours with flexibility for urgent registration support as needed.