Principal Conversational AI Architect (Omaha)

3-Principal Conversational AI Architect Alpharetta, GA/Coral Springs, FL/ Berkeley Heights, NJ/Omaha NE/Wilmington de Contract Mphasis W2 Required skills: Conversational AI, AI/LLM, Cloud native, RAG Prefer: Merchant acquiring, billing, enterprise commissions, or residual calculation platforms Job Description Role Overview We are seeking a Principal Conversational AI Architect to design and drive the next generation of our enterprise AI ecosystem. You will lead the technical strategy for intelligent, agentic systems that interface with complex financial data platforms. This role requires an expert who blends deep cloud-native architecture experience with modern large language model (LLM) orchestration to build secure, transparent, and highly accurate conversational solutions. Key Responsibilities System Architecture: Design scalable, fault-tolerant, and secure cloud-native conversational AI platforms. Agentic Workflows: Build robust tool-calling frameworks and multi-agent orchestration services. Data Integration: Establish enterprise patterns for Retrieval-Augmented Generation (RAG) to ground models in structured and unstructured business data. Framework: Experience designing agentic workflows and tool-calling frameworks including: Establish patterns for retrieval-augmented generation (RAG) Define conversational orchestration services Implement guardrails to prevent hallucinations and unauthorized data exposure Design explainability frameworks for results presented and any financial calculations AI Governance: Implement real-time guardrails to mitigate hallucinations, enforce safety, and prevent unauthorized data exposure. Transparency & Trust: Design explainability frameworks that detail the reasoning behind AI decisions and audit trailing for complex financial calculations. Collaboration: Partner with data engineering and product teams to translate financial workflows into intuitive conversational interfaces. Required Qualifications Experience: 10 years of proven experience in IT Solution Architecture. Cloud Expertise: 5 years architecting and deploying cloud-native applications in enterprise environments (Azure and PCF Tanzu). AI & LLM Mastery: 5 years designing and implementing AI-enabled or LLM-enabled enterprise solutions. Technical Depth: Deep knowledge of agentic workflows, prompt engineering, vector databases, and semantic search frameworks (e.g., LangChain, LlamaIndex, Semantic Kernel). Preferred Qualifications Data Platforms: Hands-on experience with Snowflake data warehousing, Snowpark, or Cortex AI features. Domain Knowledge: Background in FinTech, specifically merchant acquiring, billing, enterprise commissions, or residual calculation platforms. J-18808-Ljbffr

Chief Information Security Officer (Chicago)

Job Title Chief Information Security Officer (CISO) Location Birmingham, AL or Chicago, IL Onsite, in office-based position Reports to Chief Financial Officer (CFO) of GVW Group Job Summary The Chief Information Security Officer (CISO) is responsible for establishing and maintaining the enterprise’s vision, strategy, and program to ensure information assets and technologies are adequately protected. The CISO is a key leadership role tasked with safeguarding sensitive data, mitigating risks, ensuring compliance, and responding effectively to cybersecurity incidents. Key Responsibilities Strategic Leadership Develop, implement, and maintain an enterprise-wide information security strategy and roadmap. Advise senior management and the Board of Directors on cybersecurity risks, compliance, and emerging threats. Align security initiatives with business objectives to support growth while managing risk. Risk Management and Compliance Identify, assess, and prioritize cybersecurity risks and establish measures to mitigate them. Ensure compliance with relevant legal, regulatory, and contractual requirements (e.g., GDPR, HIPAA, CCPA, ISO 27001). Develop and enforce company-wide security policies, procedures, and standards. Cybersecurity Operations Oversee the design, implementation, and maintenance of security infrastructure, including firewalls, intrusion detection systems, and encryption technologies. Lead the development of incident response plans and oversee their execution in case of security breaches. Conduct regular audits, risk assessments, and penetration testing to ensure system integrity. Emerging Threats and Innovation Monitor the threat landscape and emerging technologies to proactively address vulnerabilities. Develop partnerships with industry groups, government agencies, and vendors to stay ahead of cybersecurity trends. Oversee security for cloud infrastructure, DevSecOps, and third-party vendors. Qualifications Education & Certifications Bachelor’s degree in Computer Science, Information Technology, or a related field (Master’s preferred). Industry certifications such as CISSP, CISM, CISA, or CRISC are highly desirable. Experience 10 years of experience in information security, IT risk management, or related fields, with at least 5 years in a senior leadership role. Proven track record of managing enterprise-level cybersecurity programs. Skills & Competencies Deep understanding of cybersecurity frameworks (e.g., NIST, ISO 27001, COBIT). Strong analytical, problem-solving, and decision-making skills. Excellent leadership, communication, and collaboration abilities. Experience in incident response, cloud security, and data protection strategies. Key Performance Indicators (KPIs) Reduction in security incidents and breaches. Compliance with regulatory and internal security standards. Employee cybersecurity awareness scores. Incident response times and recovery rates. Who are we? GVW Group is a dynamic private investment and industrial holding company dedicated since 1993 to growing and starting businesses. We take an entrepreneurial approach to building value for our scalable early stage, high-growth, and mid-sized operating companies by providing strategic expertise and resources. Along the way, we have expanded globally into diverse industries ranging from manufacturing, to technology, distribution, big data, engineering, and energy efficiency. Where will you work? This role will be based in Birmingham, Alabama, or Chicago, Illinois. What do we offer in benefits? We offer an attractive compensation and benefits package, to include base salary, incentive bonus opportunities, and benefits such as medical/dental/vision options, 401K plan, etc. J-18808-Ljbffr

Assistant General Counsel, Retail Brokerage Platform (Malvern)

Core Responsibilities Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. Acts as a subject matter expert and provides business leaders with legal advice on issues impacting Vanguard's business activities and investment products. Ensures that business activities, policies, practices, and transactions comply with all relevant laws and regulations. Facilitates team operations including case assignment, budgeting, and professional development. Reviews and approves legal documents such as regulatory filings, contracts, and correspondence of legal significance. Leads the negotiation of complex agreements. Counsels senior management on policies, complex legal issues, and proposed changes in laws and regulations affecting Vanguard's business activities and investment products. Represents the organization in the most complex, controversial, significant, or specialized legal proceedings before courts, government agencies, or other authorities so the organization's interests are protected. Oversees the work being performed by outside counsel. Reviews and evaluates outside counsel invoices. Maintains a high level of expertise in regulatory law, Vanguard?s business and products, and the investment industry. Stays abreast of industry and regulatory developments affecting Vanguard, and maintains affiliations with relevant industry, compliance, and risk associations. Builds and maintains an external network and keeps up to date on trends and best practices in the industry. Participates in special projects and performs other duties as assigned. Qualifications Minimum ten years related legal work experience. Supervisory experience preferred. Undergraduate degree or equivalent combination of training and experience. Law degree (JD) preferred. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. J-18808-Ljbffr

Senior Director, Consulting (Renton)

Job Summary Oversees team(s) of consultants to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of successful long-term business initiatives and projects. Oversees the development and implementation of complex business initiatives, systems, and/or processes to a desired future state. Champions the development of business strategy and ensures alignment and prioritization of long-term and future organizational objectives and business initiatives. Drives the management of complex projects or project components, champions change management plans, and oversees team members in performing complex data analyses to drive business initiatives. Oversees vendor management as required. Monitors and takes accountability for the compliance of team work activities by ensuring business plans and team members adhere to relevant policies and procedures. Builds organizational capacity and prepares high potentials for growth opportunities and advancement; builds collaborative networks inside and outside the organization for self and others. Provides framework for soliciting and acting on performance feedback; drives collaboration to set goals and provide open feedback and coaching to foster performance improvement. Models and drives continuous learning and oversees the recruitment, selection, and development of talent; stays current with industry trends, benchmarks, and best practices; ensures performance management guidelines and expectations to achieve business needs. Acts as a thought leader on industry trends, benchmarks, and best practices; shares best practices within and across teams to drive improvement. Motivates and empowers teams; maintains a highly skilled and engaged workforce by aligning cross-functional resource plans with business objectives. Provides guidance when difficult decisions need to be made; creates opportunities for expanded scope of decision making and impact across teams. Oversees the operation of multiple units and/or departments by identifying member and operational needs; ensures the management of work assignment allocation and completion; translates business strategy into actionable business requirements; ensures products and / or services meet member requirements and expectations while aligning with organizational strategies. Engages strategic, cross-functional business units to champion and drive support for business plans and priorities; assumes responsibility for decision making; sets standards, measures progress, and ensures resolution of escalated issues. Sets and communicates goals and objectives; analyzes resources, costs, and forecasts and incorporates them into business plans; obtains and distributes resources. Anticipates and removes obstacles that impact performance; addresses performance gaps and implements contingency plans accordingly; ensures teams accomplish business objectives; serves as a subject-matter expert and trusted source to executive leadership; provides influence and consultation in the development of the larger organizational or business strategy. Oversees team(s) of consultants to ensure the alignment, buy-in, and coordination of diverse stakeholders and business owners to drive the implementation of successful, long-term business initiatives and projects across multiple functional tracks or complex workstreams by ensuring representation and inclusion of appropriate stakeholders; building rapport and partnerships with key stakeholder teams, third party vendors, and executive management; partnering with key stakeholders to develop goals and set the prioritization of deliverables; driving business processes (e.g. project change management, communication) and setting the future direction necessary for the delivery of business initiatives; communicating and resolving tough issues with stakeholders while preserving an independent perspective; and making formal presentations and providing reports to executive level audiences. Oversees the development of requirements for complex or specialized business, process, or system solutions spanning multiple business domain(s) by developing and leveraging partnerships with key stakeholders and cross-functional teams as appropriate; providing guidance in the use of multiple business requirements gathering methodologies to identify business, functional, and non-functional requirements; and ensuring the development and documentation of comprehensive business cases to assess the costs, benefits, and ROI of proposed solutions. Oversees the development and implementation of complex business initiatives, systems, and/or processes to a desired future state by maintaining a comprehensive understanding of how current processes impact current and future business operations across multiple domains; identifying the operational impact of requirements on upstream and downstream solution components; providing options and recommendations to executive management and business stakeholders on how to integrate solutions and deliverables with current systems and processes across regions or domains; and championing the identification and validation of value gaps and opportunities for process enhancements or efficiencies. Champions the development of business strategy and ensures alignment and prioritization of long-term and future organizational objectives and business initiatives by overseeing the definition, development, and evaluation of performance metrics, standards, and methods to establish business success; partnering with executive stakeholders, often with competing/conflicting objectives, to ensure cohesive and reachable metrics; reviewing and refining strategic plans and performance metrics as appropriate; and overseeing a portfolio of diverse and complex initiatives to ensure delivery of measurable results and alignment with strategic objectives. Serves as a lead advocate for continuous learning and professional development by establishing industry practices, standards, and benchmarks; attending and presenting at roadshows, conferences, and speaking events; leading the ongoing enhancement and innovation of consulting practices, standards, and methods across KP; serving as an advocate to ensure continuous learning and improvement is championed as a people strategy; providing training and guidance to stakeholders as appropriate; and providing ongoing coaching to build a continuous improvement mindset and build capabilities that drive results. Drives the management of complex projects or project components by ensuring the coordination of stakeholder contacts; assembling team based on project needs and team member strengths; defining the standards for developing, analyzing, and managing project plans; negotiating and influencing project schedules and resource forecasts; managing project financials and deliverables; proactively monitoring and identifying project or business initiative risks, issues, and trigger events which may impact long‑term organizational business directions; developing mitigation plans and strategies; and resolving risks or issues as appropriate. Champions change management plans associated with business initiatives by leveraging and developing key stakeholder relationships o obtain support and buy in for changes; partnering with executive management, project/program champions, and business owners to communicate and align improvement initiatives to guide long-term business strategy; and empowering stakeholders to embrace a change management mindset, understand intent and purpose, and foster a culture of change. Oversees team members in performing complex data analyses to drive business initiatives by providing advice on appropriate data analysis tools and approach to assess business performance; providing advice on suitable data gathering and analysis methods (e.g., process observation, hard data, etc.); defining data requirements and obtaining customer agreements, including customer requirements as appropriate; and identifying and alleviating risks through data-driven analysis. Oversees vendor management as required by proactively monitoring vendor performance levels across KP; ensuring service level agreements are met; overseeing the management of vendor invoices; and partnering with rement and/ or Legal to develop service level and/or scope of work agreements as appropriate. Monitors and takes accountability for the compliance of team work activities by ensuring business plans and team members adhere to KP, departmental, and/or business line policies and procedures. Job Summary Oversees team(s) of consultants to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of successful long-term business initiatives and projects. Oversees the development and implementation of complex business initiatives, systems, and/or processes to a desired future state. Champions the development of business strategy and ensures alignment and prioritization of long‑term and future organizational objectives and business initiatives. Drives the management of complex projects or project components, champions change management plans, and oversees team members in performing complex data analyses to drive business initiatives. Oversees vendor management as required. Monitors and takes accountability for the compliance of team work activities by ensuring business plans and team members adhere to relevant policies and procedures. Essential Responsibilities Builds organizational capacity and prepares high potentials for growth opportunities and advancement; builds collaborative networks inside and outside the organization for self and others. Provides framework for soliciting and acting on performance f

Director, Software Engineering (O’Fallon)

Our Purpose Mastercard powers economies and empowers people in 200 countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title And Summary Director, Software Engineering Major Accountabilities Establish and monitor objectives for the department and staff members to align with department strategies and broader business goals. Lead the definition, development, and delivery of major cross-department initiatives with broad scope and long-term business implications. Partner with business stakeholders to identify innovative solutions, drive strategic decisions, and develop business cases aligned with Mastercard objectives. Actively identify opportunities for innovation, creative problem solving, and continuous improvement. Make presentations to senior management, business owners, and other stakeholders to support informed decision-making. Provide recommendations to senior management on technology selection, software architecture, and strategic technical direction for the department. Establish and govern engineering standards for software design, software development, secure coding, code review, testing, and overall solution quality. Lead implementation of processes and supporting tools based on the evolving needs of the organization. Identify process gaps, provide estimates for business solutions, define initial project scope and requirements, and manage scope throughout the project lifecycle. Plan overall project scope and define scope for each phase and iteration to meet business needs and time-to-market expectations. Drive quality engineering practices, including unit, functional, and integration testing standards to improve reliability and maintainability. Guide performance engineering strategies to support scalable, efficient, and resilient applications. Establish operational readiness practices that support observability, maintainability, resilience, and effective production support. Oversee troubleshooting and incident response approaches to enable systematic problem resolution and continuous learning. Ensure projects and efforts are appropriately staffed, trained, and managed. Ensure team members have the appropriate skills and behaviors; communicate performance results effectively; and manage each effort within approved manpower and budget guidelines. Build and develop diverse, high-performing engineering teams aligned to organizational goals. Perform strategic planning, financial planning, administration, and management of the department. Lead through ambiguity and complexity by creating clarity, removing barriers, and guiding teams through change. Knowledge / Experience Budget and resource management experience. 8-10 years of related experience, including management experience with multiple diverse teams and experience conducting formal performance reviews. Experience managing financials for multiple projects and programs. Advanced knowledge of project management, strategic planning, financial planning, and related practices. Advanced understanding of software engineering concepts, methodologies, and delivery practices. Experience establishing or guiding software architecture, technical standards, and engineering best practices across teams. Experience driving secure, scalable, maintainable, and reliable software solutions. Experience with software quality practices, including code review, unit testing, functional testing, integration testing, and production readiness. Experience leading performance, operability, troubleshooting, or resiliency practices for complex technology environments. Skills / Abilities Ability to influence engineering policies, standards, and strategic plans across teams and organizations. Full-stack Java development experience Strong database design and data management knowledge Strong people management skills, including the ability to coach, develop, and lead team members using clear verbal and written communication. Ability to provide overall business and technical project planning for product enhancements. Ability to shape technical vision and strategy while aligning decisions to enterprise goals. Ability to evaluate technical tradeoffs related to architecture, scalability, security, performance, operability, and long-term maintainability. Ability to foster an enterprise mindset by encouraging end-to-end thinking and cross-functional collaboration. Ability to drive change, promote innovation, and guide teams through evolving business and technology needs. Ability to deliver results through high-impact execution while maintaining a customer-focused approach. Nice To Have Experience with Axon Knowledge of card payment processing concepts, including authorization, clearing, and settlement AI/GenAI exposure and familiarity with AI-assisted development tools Education Bachelor’s degree or equivalent combination of experience and formal education. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact [email protected] and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges O'Fallon, Missouri: $170,000 - $281,000 USD J-18808-Ljbffr

Engineering Director, Utilities/Electrical (Houston)

What this job involves: As the Engineering Director, Utilities & Electrical for our premier healthcare client account, you will provide strategic direction and executive leadership for the campus's entire utility generation, distribution, and electrical infrastructure. This critical senior leadership role oversees high-voltage electrical distribution networks, emergency standby power systems, utility procurement, and energy management strategies to guarantee 100% operational resilience for critical care environments. What your day-to-day will look like: Provide overarching leadership and strategic vision for the electrical and utilities engineering departments, ensuring robust operational continuity of all campus-wide life-safety power systems and utility plants. Foster an inclusive and supportive work environment because we believe the most effective teams are built when everyone is empowered to thrive. Direct the testing, maintenance, and compliance of emergency generator systems, automatic transfer switches (ATS), substations, and uninterruptible power supply (UPS) configurations. We support each other's wellbeing and champion inclusivity and belonging across teams, ensuring that our technical safety programs and team cultures reflect these core values. Manage the utility procurement strategy and energy management initiatives, collaborating with sustainability experts to reduce carbon footprints and optimize energy efficiency. Ensure continuous readiness for all regulatory audits, maintaining strict compliance with Joint Commission, CMS, NFPA 70E, NFPA 99, NFPA 110, and local electrical codes. Collaborate with hospital executives, clinical directors, and local municipal utility providers to strategically plan and safely execute complex electrical shutdowns and major system cutovers. Oversee operational and capital budgets for utility consumption and electrical infrastructure upgrades, justifying capital expenditure projects. Champion the implementation of modern predictive maintenance technologies, including infrared thermography and real-time power monitoring systems. Required qualifications: Minimum of 10 years of experience in utilities management or electrical systems engineering, with at least 5 years in a senior leadership or director-level capacity within a hospital or large-scale healthcare campus. Bachelor’s degree in Electrical Engineering, Mechanical Engineering, or a closely related technical field. Active professional license or certification, such as a Professional Engineer (PE) license, Master Electrician license, or equivalent high-level engineering credential. Comprehensive expertise in medium-to-low voltage electrical distribution, utility plant operations, automatic transfer switchgear, and emergency backup generator systems. Proven mastery of healthcare regulatory standards, including Joint Commission Environment of Care, NFPA 99, NFPA 110, and NFPA 70E. Exceptional financial acumen with demonstrated experience managing large-scale utility budgets, capital expenditure forecasting, and multi-year infrastructure planning. Outstanding leadership, communication, and presentation skills, with a track record of translating complex technical concepts for non-technical healthcare executives. Preferred qualifications: Master’s degree in Electrical Engineering, Business Administration, or Facilities Management. Certified Healthcare Facility Manager (CHFM) or Certified Healthcare Constructor (CHC) credential. We embrace more innovative ways of working and prioritize opportunities to strengthen and advance your career, so a strong background in developing talent and mentoring future technical leaders is highly desired. We choose to take the more inspiring, innovative, and optimistic path on our journey toward success, making experience with smart-grid technologies, microgrid integration, and advanced decarbonization strategies a significant asset. Deep familiarity with advanced Electrical Power Monitoring Systems (EPMS) and building information modeling (BIM) tools for asset lifecycle optimization. J-18808-Ljbffr

High Net Worth Tax Managing Director (San Francisco)

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. Job Description: Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the \go to\ high net worth tax expert? Are you inspired to lead a practice, lead people and make a difference for your clients? If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Managing Director ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners. We help company executives, business owners, affluent families and family offices, estates and trusts in managing, preserving and transitioning wealth. Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and international tax services. What you will do: 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 your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue 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 Enjoy friendships, social activities and team outings that encourage a work-life balance Successful candidates will have: An undergraduate degree in accounting or law required CPA or JD required Experience as a leader in a public accounting firm in the Tax space Eight (8) years' experience in tax planning and consulting for wealthy individuals, family members and their trusts, investment entities, and private J-18808-Ljbffr