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 Independence Team under Risk Management is responsible for understanding, communicating, and ensuring the Firm’s and its professionals’ compliance with the relevant independence rules including but not limited to the Securities and Exchange Commission (SEC), Public Company Accounting Oversight Board (PCAOB), American Institute of Certified Public Accountants (AICPA), and the International Ethics Standards Board for Accountants (IESBA), as well as Baker Tilly independence policies. This position includes assisting assessing and approving proposed services with respect to client acceptance and new projects for existing clients.

Responsibilities:

• Working on independence matters within the firm’s automated conflict/independence system as part of the client acceptance process and/or for new projects for existing clients.
• Analyzing services and relationships between the firm and clients and applying the relevant independence rules to assess the impact on the firm’s independence.
• Analyzing complex corporate trees and private equity structures to identify affiliates of clients based on the applicable independence rules.
• Working with partners and managers in researching services being performed for clients.
• Working with the fi,rm’s conflicts team in identifying potential independence issues with clients.
• Consultations with partners and managers concerning independence.
• Sending firmwide independence checks and assessing and recording responses to said checks.

Qualifications:

• Bachelor’s degree required.
• Minimum of 5+ year(s) experience required in audit independence.
• Knowledge of the independence rules of the SEC, PCAOB, AICPA, DOL and GAO.
• Ability to learn and run software systems and research tools.
• Experience running software systems and project management preferred.
• Advanced level of proficiency in Microsoft Office Suite, specifically Outlook, Excel, and Word, required.
• Ability to work in a deadline driven environment and handle multiple projects/tasks with an attention to detail.
• Ability to successfully multi-task while working independently or in coordination with other professionals.
• Capable of understanding and maintaining the confidentiality of all information.
• Excellent interpersonal skills, with the ability to relate with diverse personalities in a tactful and mature manner.
• Excellent written and verbal communication skills.
• Ability to respond tactfully and professionally in high demand situations.

The compensation range for this role is $98,230 to $186,220. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.