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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.

Prepares compilations, reviews, NTRs, audits, and corporate and personal tax returns. Mentors staff, manages deadlines, resolves client issues, communicates with clients and partners, and delivers accurate public-practice accounting services.

Manage private-company audit engagements from planning through completion, including risk assessment, financial statement analysis, compliance, budgeting, WIP management, quality review, and client communication. Lead, mentor, and develop audit teams while ensuring adherence to accounting standards and firm policies. Contribute to audit process improvements and maintain knowledge of emerging accounting and auditing requirements.

Prepares compilation, review, NTR, audit, and corporate and personal tax engagements. Mentors staff, manages client and partner communications, resolves client issues, and delivers accurate work under tight deadlines. The role requires public practice experience, strong communication and analytical skills, and progress toward CPA or CA designation.

Lead indirect tax advisory and compliance engagements (GST/HST, PST, QST, customs), advise on transactions and reorganizations, manage audits and teams, mentor staff, develop practice and business, and provide technical guidance to clients and internal stakeholders.

Lead and run an established US corporate tax practice: manage high-volume compliance, provide advisory services, scale team and workflows, coordinate cross-border tax matters, and support ad hoc client engagements.

Lead indirect tax advisory and compliance engagements (GST/HST, PST, QST, customs). Advise on transactional planning, M&A, reorganizations, due diligence, and audits. Act as subject matter expert, manage engagement teams and budgets, mentor staff, develop business, and support thought leadership, training, and cross-border indirect tax matters.

Lead and execute audit risk assessments and fieldwork for public and private company audits under IFRS. Report to managers/partners, maintain client relationships, deliver quality technical accounting work, mentor staff, meet tight deadlines, and support other assigned duties.