Manager of Conflicts and Client Acceptance
Baker Tilly Advisory Group, LP

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:


As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

The Manager of Conflicts and Client Acceptance partners with the Director of Conflicts, Firm Risk and leaders across Baker Tilly to effectively manage, document and seek to improve the client acceptance process. The Manager partners with Salesforce administrators and Growth Strategies to serve as a subject matter expert for Firm Risk related to Intapp. This role evaluates, prioritizes and provides recommendations for future client acceptance system and process enhancements. The Manager may also participate in merger due diligence and must maintain confidentiality at all times.

• Manage approval rule and workflow updates in Intapp due to team name changes, project type changes, leadership departures and role changes. Properly document changes for future quality assurance reviews.
• Proactively identify and resolve Intapp errors.
• Update training materials and manage onboarding of new team members, including acquisitions.
• Partner with Salesforce administrators to manage the Salesforce-Intapp relationship, including migration to Workday.
• Maintain confidentiality in relation to mergers and acquisitions, confidential clients and NDA client work
• Support strategic planning of future state client acceptance
• Evaluate and prioritize client acceptance enhancements and process improvements

Qualifications:

• Business savvy and a strategic thinker, but also fluid in identifying risk and weighing risk vs business rewards.
• Proven ability to identify risks in data flow and data integrity and provide possible solutions.
• Experience working in a top-tier professional services firm, ideally within a risk management, contracts, legal or compliance function.
• Bachelor's degree required.
• 5-7 years of applicable experience required; 8-10 years preferred.
• Excellent analytical, technical, and problem-solving skills, with strong attention to detailExceptional verbal and written communication, collaboration, and time management skills

---