Associate, Practice Management at Baker Tilly Advisory Group, LP in Milwaukee, Wisconsin

Job Description:

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 Associate- Practice Management role mainly supports the Practice Management Team supporting the business line with the more tactical needs, if not fully owning some of the routine operational processes, to allow managers to focus on higher value efforts. This is a "generalist" role supporting many different facets of operational support for the business line.



Responsibilities:



Business Operations

• Provide backup support for job requisition requests, both domestic and offshore, but potentially be the point person for those requests


• Assignment Tracking


• Provide oversight and support for the client acceptance process including build out of processes for engagement letters or client contracts, Intapp, Salesforce and project setup including providing direction and coaching to the ARC team members supporting the client acceptance process on behalf of the practice


• Initial point of contact for client acceptance queries / escalations, partnering with a manager when necessary


• BT Live development, Teams site, Smartsheet, PowerBI, and Sharepoint site creation / management


• Merger Integration
  
  
  • Support execution of business line and practice process alignment (in conjunction with support team members)
  
  
  • Provide guidance on practice functions including engagement letters, client/projects data mapping, system setup and data uploads of clients (i.e., Ironclad), software console transfers (i.e., moving from previous firm QBO/Bill etc.)
  
  
  
  


• Weekly, monthly, quarterly data audits to ensure data cleanliness across systems and compliance with firm expectations. (I.e. pipeline data, weekly time entry, active STAR codes, CPE compliance, etc.)


• Support our client delivery team members with ad hoc requests regarding firm systems and data where appropriate

Client, Project and Technology

• Support methodology development and standardization efforts by participating in development discussions, managing project plans, and assisting with design and formatting for template development


• Support due diligence efforts for client, subcontractor, and vendors


• Hands-on support for pilots of new technology solutions


• Support technology enablement efforts


• Use firm reporting tools, ad hoc analysis creation, and report building to support practice needs

Training & Development

• Assist in coordination and delivery of team members onboarding and trainings


• Provide design development and formatting support for annual and ad hoc training


• Assist with the development of training around internal team quality control processes


• Support business line with community of practices updates


• Supports practice goal-setting and updates to leadership

Qualifications:

• Bachelor's degree required.


• 1-3 years corporate experience, ideally in supporting a leader and/or team


• Possesses and applies sound understanding of business operations


• Ability to effectively communicate across various levels and functions


• Excellent time management and ability to prioritize and manage workload with supervision as needed


• Ability to gain holistic understanding of firm services, business drivers, and proactively communicates actionable insights


• Ability for innovative thinking and focus on process improvements

Apply Now