Teams at Baker Tilly US

Leads Baker Tilly’s Transaction Services practice, overseeing buy-side and sell-side advisory, financial due diligence, quality of earnings, valuation support, and transaction analysis. The role manages complex engagements, develops client relationships, drives business development and practice growth, mentors teams, supports strategic initiatives, and collaborates across corporate finance, tax, audit, and advisory practices. Responsibilities also include market-facing activities, proposal development, networking, and brand-building initiatives.

Leads Baker Tilly’s Transaction Services practice, overseeing buy-side and sell-side advisory engagements, financial due diligence, quality of earnings analyses, valuation support, and transaction-related financial analysis. The role also drives business development, client relationships, practice growth, strategic initiatives, team leadership, mentoring, and market visibility across mergers, acquisitions, divestitures, recapitalizations, and financing transactions.

Leads and expands Baker Tilly’s Canada-U.S. cross-border personal tax practice. The Partner oversees complex compliance, planning, structuring, and advisory engagements; manages client relationships, team capacity, workflows, and operational growth; collaborates across Canadian and U.S. teams; and serves as the firm’s primary cross-border tax resource. The role requires hands-on practice leadership, scalable process development, and delivery of practical solutions to individual clients.