equity analyst

JPMorganChase

<div>JOB DESCRIPTION 
 
 
Job Summary:
Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!
As an Analyst in Equity Research covering Small &amp; Mid Cap Internet, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.
Corporate and Investment Banking - Research
One of the world's most highly respected advisory franchises, J.P. Morgan's fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.
Job Responsibilities:
<ul><li>Build and maintain Excel-based models to forecast company financials and project industry dynamics</li><li>
Perform detailed valuation work to support stock recommendations</li><li>
Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage</li><li>
Write research notes on covered companies and sector reports and prepare presentations</li><li>
Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
</li><li>Fulfill client requests in a timely and thorough manner</li><li>
Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product</li></ul>
Required Qualifications:<ul><li>
FINRA licenses Series 86 and Series 87</li><li>
Two to three years of experience in equity research and/or investment banking</li><li>
Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience</li><li>
Advanced level of proficiency in Excel</li><li>
Ability to multi-task and collaborate within a team environment as well as work independently
</li><li>High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment</li><li>
Passion for the markets and interest in the Small &amp; Mid Cap Internet sector</li></ul>
Preferred qualifications:<ul><li>
CFA charterholder or progress towards CFA</li><li>
Some coding capabilities &ndash; e.g., VBA, Python</li></ul>
ABOUT US 
 
 
<div><div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM
 
 
J.P. Morgan's Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

US Equity Research - Small & Mid Cap Internet - Analyst

<div>JOB DESCRIPTION 
 
 
Job Summary:
Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!
As an Analyst in Equity Research covering Homebuilding &amp; Building Products, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.
Corporate and Investment Banking - Research
One of the world's most highly respected advisory franchises, J.P. Morgan's fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.
Job Responsibilities:
<ul><li>Build and maintain Excel-based models to forecast company financials and project industry dynamics</li><li>
Perform detailed valuation work to support stock recommendations</li><li>
Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage</li><li>
Write research notes on covered companies and sector reports and prepare presentations</li><li>
Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
</li><li>Fulfill client requests in a timely and thorough manner</li><li>
Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product</li></ul>
Required Qualifications:<ul><li>
FINRA licenses Series 86 and Series 87</li><li>
Two to three years of experience in equity research and/or investment banking</li><li>
Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience</li><li>
Advanced level of proficiency in Excel</li><li>
Ability to multi-task and collaborate within a team environment as well as work independently
</li><li>High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment</li><li>
Passion for the markets and interest in the Homebuilding &amp; Building Products sector</li></ul>
Preferred qualifications:<ul><li>
CFA charterholder or progress towards CFA</li><li>
Some coding capabilities &ndash; e.g., VBA, Python</li></ul>
ABOUT US 
 
 
<div><div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM
 
 
J.P. Morgan's Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

US Equity Research - Homebuilding & Building Products - Analyst

KeyBank

<div>Location:
1301 Avenue of the Americas, New York New York
Job Summary 
KeyBanc Capital Markets (KBCM) combines deep industry knowledge and strong execution capabilities to deliver strategic ideas and capital to our clients. The Equity Sales and Trading Analyst is responsible for facilitating listed securities transactions by partnering with institutional sales teams and clients to identify trading opportunities and deliver seamless execution. This role plays a critical part in maintaining client relationships, generating trade ideas, and ensuring compliance with regulatory and internal standards. 
 
Essential Functions<ul><li>
Execute listed securities transactions by matching simultaneous buy and sell orders, often in a risk-neutral capacity.</li><li>
Partner with institutional sales teams to identify trading opportunities and respond to client inquiries.</li><li>
Develop and maintain strong relationships with institutional clients through consistent execution and service.</li><li>
Communicate market color, trade ideas, and execution strategies to internal and external stakeholders.</li><li>
Collaborate with trading, compliance, and operations teams to ensure accurate and timely trade processing.</li><li>
Educate sales teams on product capabilities and execution strategies aligned with client financial goals.</li><li>
Maintain a high level of product knowledge and stay current on market trends and regulatory developments.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul> 
Education<ul><li>
Bachelor's Degree in Finance, Economics, Math, Statistics, Business, or a related quantitative field or equivalent experience (preferred)</li></ul> 
Work Experience<ul><li>
1+ years of experience in the financial services industry (required)</li><li>
Demonstrated ability to articulate products and services to clients. (preferred)</li><li>
Experience in client relationship management, sales, or trading (preferred)</li><li>
Proven ability to communicate proactively with salespeople and clients. (required)</li><li>
Broad product knowledge and technical expertise in listed securities. (preferred)</li></ul> 
Licenses and Certifications<ul><li>
FINRA License S7 (or willingness to obtain within a specified timeframe) (required)</li><li>
FINRA License S63 (or willingness to obtain within a specified timeframe) (required)</li><li>
FINRA Security Industry Essentials (SIE) (or willingness to obtain within a specified timeframe) (required)</li><li>
FINRA License S57 (or willingness to obtain within a specified timeframe) (required)</li></ul> 
Skills<ul><li>
Ability to make real-time decisions in fast-moving markets.</li><li>
Strong interpersonal skills and ability to build lasting client relationships.</li><li>
Understanding of listed securities markets and execution strategies.</li><li>
Experience working across sales, trading, and compliance teams to deliver client solutions.</li><li>
Ability to assess challenges from multiple perspectives and develop effective solutions.</li><li>
Use of logic and data to evaluate market opportunities and execution strategies.</li><li>
Understanding of how execution impacts broader business and client outcomes.</li><li>
Excellent written and verbal communication skills.</li><li>
Proficient in Microsoft Office Suite and Bloomberg.</li></ul> 
Core Competencies<ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul> 
Physical Demands<ul><li>
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.</li></ul> 
Travel<ul><li>
Occasional travel to include overnight stay.</li></ul> 
Work Location Category<ul><li>
Hybrid (3+ days)</li></ul>
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/02/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. 

#LI-Hybrid</div>

Equity Sales & Trading Analyst

The Henry M. Jackson Foundation for the Advancement of Military Medicine

<div>Join the HJF Team!
HJF is seeking a Sr Financial Analyst to be responsible for financial analysis, reporting on individual research projects, development of analysis and reports, and projection of future award performance. Participates in monthly meetings with customers and reviews financial award portfolio on a consistent basis as required.
This position will be in support of the Financial &amp; Manpower Management (FMG) Department.
The Henry M. Jackson Foundation for the Advancement of Military Medicine (HJF) is a nonprofit organization dedicated to advancing military medicine. We serve military, medical, academic and government clients by administering, managing and supporting preeminent scientific programs that benefit members of the armed forces and civilians alike. Since its founding in 1983, HJF has served as a vital link between the military medical community and its federal and private partners. HJF's support and administrative capabilities allow military medical researchers and clinicians to maintain their scientific focus and accomplish their research goals.</div>

Sr Financial Analyst - PESMOA

<div>JOB DESCRIPTION 
 
 
Key Responsibilities
Deal Underwriting &amp; Execution:<ul><li>
Support the evaluation and execution of infrastructure and real estate transactions, with a focus on GP-first underwriting and validation of deal points.</li><li>
Develop detailed financial models and underwriting analyses. This includes asset- and project-level DCFs, capital structure analyses, scenario and sensitivity assessments, and returns attribution.</li><li>
Coordinate multidisciplinary due diligence streams, including commercial, legal, technical, and tax structuring.</li><li>
Draft high-quality Investment Committee materials (IC memos, investment notes, diligence summaries), presenting recommendations, key risks, mitigants, and proposed structures.</li></ul>
Portfolio Management &amp; Monitoring:<ul><li>
Monitor investment performance and associated risks.</li><li>
Review GP and asset manager reports. Engage with sponsors and GPs on performance drivers, value-creation initiatives, operational issues, and refinancing or exit planning.</li><li>
Maintain and enhance portfolio monitoring tools and reports, including quarterly updates, valuation commentary, risk dashboards, and exposure analytics.</li><li>
Support ongoing governance processes and coordinate internal approvals required for material portfolio actions.</li></ul>
Required Qualifications, Skills and Capabilities:<ul><li>
Strong understanding of infrastructure and/or real estate investing, with the ability to underwrite cash-flowing real assets and assess downside protection, resilience, and exit options.</li><li>
Advanced financial modeling and valuation capabilities, including asset/project-level DCF and scenario/sensitivity analysis, capital structure modeling, and secondaries analytics (look-through exposure, NAV bridge/roll-forward, pricing to target IRR/MOIC).</li><li>
Working knowledge of real asset-specific diligence considerations:<ul><li>
Infrastructure: contract structures (availability vs. volume/merchant), inflation linkage, concession life, lifecycle capex, O&amp;M.</li><li>
Real estate: NOI build, lease roll, market vs. in-place rents, cap rates/reversion, and debt underwriting metrics (LTV/DSCR).</li></ul></li><li>
Strong transaction management skills, with the ability to manage multiple workstreams, prioritize under tight timelines, and communicate clearly with internal partners and external counterparties.</li><li>
Excellent written and verbal communication skills, with the ability to produce concise, decision-useful Investment Committee materials and portfolio updates.</li><li>
Ability to collaborate effectively within a team environment.</li><li>
Demonstrated judgment, integrity, and a strong risk mindset; comfortable operating in a controlled approval environment.</li><li>
4+ years of experience in infrastructure, real estate, and/or private equity investments, including direct investments, secondaries, co-investments, or investment banking roles.</li><li>
Bachelor's degree required, preferably in finance, economics, engineering, real assets or quantitative fields.</li></ul>
Preferred Qualifications, Skills and Capabilities:
<ul><li>An MBA and/or professional certifications (CFA/CAIA) are a plus.</li></ul>
ABOUT US 
 
 
<div><div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM
 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Wealth Management - Real Assets Private Markets - Co-investment and Fund Due Diligence - Associate

<div>Location:
1301 Avenue of the Americas, New York New York
Job Summary 
The Associate, Equity Research is a part of the KeyBanc Capital Markets (KBCM) team and works closely with senior research professionals to assist in preparing and executing analyses of an assigned industry group, individual companies, and their securities.
 
 
Essential Functions<ul><li>
Collecting, evaluating, and applying statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within specific industries.</li><li>
Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision making processes.</li><li>
Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups.</li><li>
Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm.</li><li>
Answering inquiries from firm personnel regarding individual securities or industry groups. Prepares studies and other data for firm publication issued to the general public.</li><li>
Preparing and disseminating special studies, models, forecasts, and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting.</li><li>
Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses.</li><li>
Maintaining company databases using spreadsheets and database software.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul> 

Education<ul><li>
Bachelor's Degree in business, accounting, finance, or a related field or completion of no less than 3 senior level accounting and/or financial analysis courses (required)
</li></ul> 
Work Experience<ul><li>
1+ years of experience in an analytical or financial role (required)
</li><li>Corporate financial modeling experience (required)
</li></ul> 
Skills<ul><li>
Strong oral and written communication skills</li><li>
Experience with building financial models and equity data manipulation.</li><li>
Ability to conduct thorough and independent research and comfort with financial research platforms (Bloomberg, CapIQ, etc.)</li><li>
Ability to organize, analyze, and interpret data</li><li>
Proficiency with Microsoft Excel and Access</li><li>
Strong interest in financial markets and working knowledge of market dynamics and influences.</li><li>
Ability to synthesize data and articulate findings through excellent presentation skills.</li></ul> 

Core Competencies<ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.
</li></ul> 
Physical Demands<ul><li>
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.</li></ul> 

Work Location Category 
<ul><li>
Hybrid (Sales)</li></ul>
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 08/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. 

#LI-Hybrid</div>

Equity Research Associate – Oil & Gas

Baker Tilly Canada

<div><h1 class="jobSectionHeader">Overview</h1>
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&rsquo;s leading financial centers &ndash; 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 (&quot;search firm&quot;) 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.<h1 class="jobSectionHeader">
Job Description:</h1> 
Are you looking to join an entrepreneurial firm that is one of the fastest-growing in the US? Are you inspired to lead people and make a difference for your clients? 
If yes, consider joining Baker Tilly (BT) as a Federal Tax Partner in our National Private Equity Tax Practice. You will be a valued business advisor delivering industry-focused tax advisory and compliance services to Private Equity Clients. You will work side by side with firm leadership and our associates to serve clients and build the business, directly impacting the firm&rsquo;s success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest-growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. 
You will enjoy this role if:
You are an expert in tax, working with Private Equity clients
You are excited about the world of real estate and have strong technical expertise servicing this industry
You want to work for a leading CPA advisory firm that is growing, which means more opportunities
You are passionate about contributing to your team&rsquo;s professional growth and your continued development, creating endless opportunities now, for tomorrow 
What you will do:
Be a trusted leader of Baker Tilly&rsquo;s tax services, providing federal tax compliance and consulting services to construction and real estate clients, positively impacting your clients through: 
Being a valued tax business advisor, leading client relationships on day-to-day tax matters with various clients ranging from middle market to multinational
Consulting on technical matters and special projects in various areas of corporate and flow-through taxation, accounting methods, and ASC740
Researching various tax matters, responding to IRS and other tax authority inquiries, and making recommendations to the client for consideration
Coordinating with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development, along with credits and incentives areas
Overseeing tax-planning responsibilities for federal and individual clients, reviewing complex tax research on a wide range of tax issues related to business transactions for a variety of entities and their affiliates
Providing recommendations for business and process improvements based upon knowledge gained relative to the client's operations, processes, and business objectives
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. Actively participate in requests for proposals to pursue additional clients/services for the firm
Participates with other service line leadership in developing tax service market positioning and branding, strategy, and messaging
Invest in your professional development individually and through participation in firm-wide learning and development programs
Support the growth and development of team members, helping associates meet their professional goals, along with proactively supporting the recruitment efforts of future team members
Demonstrate leadership, initiative, excellent team skills, and high ethical standards
Represents the firm at key community events, firm functions, and other meetings 
Qualifications
Bachelor's Degree required, Masters or advanced degree desirable
CPA or JD required
Fifteen (15+) years&rsquo; experience providing federal tax compliance and consulting services in a professional services firm, working with real estate clients; relevant industry experience is considered
Proven success in building out a book of business
Five (5) + years of supervisory experience, mentoring, and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, and communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning to stay current regarding applicable strategies, see the &quot;big picture&quot; as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Highly developed software and Microsoft Suite skills 
Must be willing to travel as needed to clients nationally, and to our other Baker Tilly Offices</div>

Tax Principal, Private Equity

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