B

Baker Tilly

Global advisory, tax, and assurance services.

Overview

Baker Tilly provides advisory, tax, and assurance services to a global client base, including construction, higher education, and real estate, to improve performance and profitability. Its offerings—financial audits, tax planning, and strategic advisory—are delivered through a client-focused process supported by a network of 742 offices in 146 territories. The firm differentiates itself by combining a large international footprint with customized, long-term relationships and a focus on digital transformation and talent development. Its goal is to help clients succeed in a changing business environment by delivering sustainable, value-driven services that reduce costs and boost efficiency.

Significant Headcount Growth

Work here?Claim your company

About Baker Tilly

Simplify's Rating
Why Baker Tilly is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Consulting

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$1.5B

Headquarters

New York City, New York

Founded

1931

Get referred to Baker Tilly

See people who can refer or advise you

Simplify Jobs

Simplify's take

What believers are saying

  • Anchin added roughly 600 staff and deepened Baker Tilly's real estate and financial services bench.
  • Continuous partnership from October 12, 2026 helps Baker Tilly monetize credits, tokens, and usage.
  • HubSync and AI investments improve middle-market tax productivity and support higher-margin advisory growth.

What critics are saying

  • The Weber appellate ruling on September 25, 2026 exposed arbitration weaknesses in malpractice defense.
  • Rebecca Pomering retires in late 2026, removing a nearly 30-year leadership anchor.
  • Integration risk from Anchin's July 2026 combination and headquarters shift threatens client retention.

What makes Baker Tilly unique

  • Anchin joined July 1, 2026, giving Baker Tilly a stronger New York headquarters platform.
  • Tom Broderick became chief growth officer October 1, 2026, aligning sales, marketing, and client experience.
  • Baker Tilly launched an in-house AI platform in June 2026, embedding specialized agents into delivery.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$1.5B

Above

Industry Average

Funded Over

1 Rounds

Debt funding comparison data is currently unavailable. We're working to provide this information soon!
Debt Funding Comparison Coming Soon

Benefits

  • Flexible Work Hours
  • Professional Development Budget
  • Wellness Program
  • Remote Work Options
  • Paid Vacation
  • Paid Sick Leave
  • Paid Holidays
  • Parental Leave
  • 401(k) Company Match
  • Health Insurance
  • Dental Insurance
  • Vision Insurance

Growth & Insights and Company News

6 month growth

16%

1 year growth

19%

2 year growth

19%
Megaproject
Nov 6th, 2026
People moves: Oxford, Fiduciary Trust, and BMO add regional leaders.

People moves: Oxford, Fiduciary Trust, and BMO add regional leaders. Oxford Financial Group, Fiduciary Trust International, and BMO are sharpening their focus on ultra-high-net-worth clients, welcoming industry veterans to take on managing director roles in key regions. Carmel, Indiana-based RIA Oxford Financial Group named former Goldman Sachs private wealth advisor Eric D. Lipkind a managing director in New York. At Goldman Sachs in New York, Lipkind led a team focused on ultra-high-net-worth families and select institutions. He started his career in sales and analytics at Bloomberg, covering sell-side institutions and helping develop go-to-market strategy for its salesforce. At Oxford, Lipkind will help families coordinate investment management with estate planning, tax strategy, insurance oversight and administration. The firm reported more than $38 billion in assets under advisement as of Dec. 31, 2024. He joins a group of Oxford managing directors who already serve the New York market regularly, including Chief Executive Jeffrey H. Thomasson and co-managing partner Kristina Baron. "Over the last 15 years, we have been building in New York with intention, bringing on experienced professionals who can handle the complex needs of the families we serve," Thomasson said. Outside work, Lipkind co-founded a nonprofit that delivered equipment to New Orleans emergency responders during the Covid-19 outbreak. Earlier in June, Oxford announced it had appointed Neal Davis and Ashlee Walton as managing directors at its Cincinnati office, which at the time marked the fifth and sixth additions to the location in a year. Fiduciary Trust International announced that it has hired Ayla Kalani to serve as regional managing director in Los Angeles. At Northern Trust, Kalani led the wealth management business across LA and California's Central Coast, recruiting and developing senior staff for its investment, trust, banking and asset management teams. Before that, she spent more than a decade at J.P. Morgan, most recently as market team lead driving growth in northern LA and the Central Coast. Gene Todd, head of sales at Fiduciary Trust, the Franklin Templeton-owned wealth manager, had been running the LA office on an interim basis. Kalani joins senior portfolio manager Andrew "Drew" Chan, who joined the office in October 2026 and focuses on alternative investments and integrated tax and wealth planning. Kalani sits on the board of the CASA Pacifica Center for Children & Families in Ventura County and previously served on the board of the Los Angeles Area Chamber of Commerce. She is fluent in English and Persian. "Southern California is home to individuals, families and institutions with diverse and often complex wealth management needs," Kalani said. BMO tapped Bill Grady, a 26-year Wisconsin advisor most recently at Baker Tilly, to lead its Eastern Wisconsin wealth management market as managing director. From Milwaukee, Grady will lead 12 advisors and private bankers serving high-net-worth and ultra-high-net-worth clients. A Wisconsin native with degrees from the University of Wisconsin-Madison and Marquette University Law School, he has advised wealthy individuals, families and business owners across the state for 26 years. At Baker Tilly, he advised clients on wealth, tax and business planning. Grady succeeds Alex Kramer, who became BMO's head of sales enablement, and reports to Derek Weatherford, regional president for BMO's Northern Region. The hire follows BMO's move to tap a Northern Trust alum to lead its San Diego market earlier this year as part of a push to pair wealth management with its commercial banking relationships in local markets. Topics: Investor Was this helpful to you?

Continuous
Oct 12th, 2026
Baker Tilly and Continuous partner to help companies launch credit, token and usage-based revenue models faster.

Baker Tilly and Continuous partner to help companies launch credit, token and usage-based revenue models faster. Continuous Oct 12, 2026 Baker Tilly's finance and advisory expertise, combined with Continuous' purpose-built capabilities, helps companies launch and operate new revenue models faster, with less complexity and greater visibility across the business. The operational reality behind new pricing models. The way companies package and monetize products is changing. Credits, tokens, committed spend, usage-based pricing, and hybrid models are giving businesses more flexibility in how they sell - but they also introduce new operational challenges across sales, finance, customer teams, and technology. Launching these models requires more than defining a price. Companies need to help customers estimate how many credits or tokens they'll use over time, determine how pricing and discounting will work, how usage will be captured and rated, how balances and commitments will be managed, how teams will see consumption, and how those transactions will ultimately flow through financial operations. When those pieces aren't connected, finance reconciles usage in spreadsheets and teams lack visibility into balances and consumption. For many companies, that's the difference between launching a new revenue model and leaving it on the roadmap. From strategy to operational reality. Through a new reseller agreement, Baker Tilly customers can use Continuous Command to shorten the path to launching and operating these models at scale. Continuous provides pre-built capabilities for usage rating, prepaid credits and token balances, committed spend and drawdowns, minimum commitments and overages, expirations and top-ups, and other consumption-based models. It works with enterprise platforms including Salesforce, Oracle NetSuite, 360 Subscription Billing, and Sage Intacct - so companies can support new monetization models across the technology investments they already have in place. Together, Baker Tilly and Continuous help companies estimate customer consumption, launch new revenue models faster, operate them with less complexity, and give teams clear visibility into balances and consumption. "Our clients are increasingly looking at credits, tokens and consumption-based models, and are challenged with scaling this at high volume. Continuous not only meets this need, it complements our other enterprise packaged business solutions without messy migration or replacement of existing CRM, ERP or Accounting/Financials." - Ryan Brown, Products Director, Baker Tilly "Baker Tilly understands that introducing a new commercial model touches much more than pricing. It affects how sales sells, how finance operates and how customers understand what they've purchased and consumed. Together, we can help companies make that transition with confidence and better visibility across the business." - Sean Joyce, Head of Alliances, Continuous What companies can do now. Baker Tilly clients can request a complimentary assessment to see how they could launch credits and tokens in weeks, not months - without the operational pain of building custom systems or replatforming existing technology. Companies not currently working with Baker Tilly can talk to the Continuous team directly to understand how Continuous Command fits into their existing stack. About Continuous. Continuous embeds revenue infrastructure natively inside Salesforce and NetSuite. By embedding pricing, usage, and credit models into the platforms teams already use, Continuous eliminates the need for a standalone billing system or complex custom integration logic. Founded in 2021 and built by veterans of Salesforce, Zuora, and Conga, Continuous makes modern pricing models simple to operationalize. Trusted by companies including Avalara, Dynatrace, Aurora Solar, Dwolla, Global Switch, Concord Technologies, and many more. Ready to fix your quote-to-cash? Talk to its team about your Salesforce and NetSuite setup.

Aim, Accelerate Indiana Municipalities
Oct 1st, 2026
Bluffton wins Aim Placemaking Award for Wells Community Aquatic Park.

Bluffton wins Aim Placemaking Award for Wells Community Aquatic Park. FRENCH LICK, Ind. (October 2, 2026) - Accelerate Indiana Municipalities (Aim) has announced that the City of Bluffton is the recipient of a 2026 Aim Placemaking Award for its redevelopment of the Wells Community Aquatic Park. Bluffton was recognized during the Annual Awards Luncheon, presented by Baker Tilly Municipal Advisors, on Wednesday, September 30, at the 2026 Aim Ideas Summit in French Lick. Bluffton earned the award in the 10,000 to 50,000 population category. Bluffton's 1972 community pool had reached the end of its useful life, with structural leaks, an obsolete filtration system, a shuttered baby pool, and failing infrastructure throughout. Rather than simply replacing what existed, the City used the moment to address several community challenges at once. The Wells Community Aquatic Park, which opened Memorial Day 2026, was intentionally built on blighted city-owned land on Bluffton's south side, a corridor that has seen minimal investment for decades. The new facility replaced four aging amenities with 15, including an eight-lane heated competition pool, a lazy river, a zero-depth ADA-accessible entry, a children's water playground, aquatic climbing and ninja course features, family restrooms, a year-round community media event room, pickleball courts, and an ADA-compliant playground. With the closure of Ouabache State Park's pool, it is now the only public aquatic facility in Wells County. The project was made possible by a broad funding coalition. The City of Bluffton contributed $5.2 million through cash reserves and a TIF bond. Wells County committed $800,000, and Harrison and Lancaster Townships combined for another $360,000, confirming the facility's role as a regional asset. Private philanthropy filled a significant portion of the remaining need: 109 private donors contributed or pledged more than $1.28 million, and a Patronicity grant plus a READI grant closed the final gap on the $8.5 million total. Community donors also purchased more than 2,700 complimentary passes so families can attend regardless of income. In its first summer, the park welcomed more than 11,000 visitors, surpassing the former pool's entire previous season, and now employs 47 seasonal staff, a 34% increase from the year before. "The Aim Community Placemaking Award honors communities that leverage public investment to shape the future of their cities and towns," said Aim CEO Matt Greller. "The Wells Community Aquatic Park reflects a deliberate strategy to anchor Bluffton's south side with a facility that serves every generation and every income level, made possible by an extraordinary coalition of local, regional, private, and state partners. We are proud to present a Community Placemaking Award to the City of Bluffton for the vision and coordination behind this exceptional investment." The Placemaking Award recognizes completed projects that demonstrate innovative approaches to addressing municipal challenges. These initiatives should showcase how planning, revitalization, or economic development efforts have improved the physical environment and enhanced the economic and social well-being of the community. Eligible projects must include a completed physical component within the past year. Awards are presented in multiple population categories based on nominations received. In its 50th year, the Aim Annual Awards program, presented by Baker Tilly, recognizes communities and individuals in municipal government for excellence and outstanding achievement. A seven-member panel of judges selected this year's winners from a competitive field of nominees from around the state. Conference Facts: 2026 Aim Ideas Summit September 29-October 1, 2026 French Lick Springs Resort | French Lick, Indiana Attendance: 1,100 (pending final registration count) Since the 1890s, Aim, formerly the Indiana Association of Cities and Towns, has been an advocate for Indiana municipalities. Aim is the official voice of municipal government in Indiana, with more than 460 cities and towns as members. Its purpose is to foster, promote and advocate for the success of Hoosier municipalities as laboratories of innovation, hubs of talent and the engines driving its state's economy.

International Accounting Bulletin
Sep 2nd, 2026
Baker Tilly International names new global advisory services head.

Baker Tilly International names new global advisory services head. Meghan Loomis will work to formulate and execute the network's broader advisory road map. Baker Tilly International has appointed Meghan Loomis as head of its global advisory services, a member-company post created to support the expansion of consultancy offerings across the network. Loomis will be responsible for providing front-line professional experience and member-company viewpoints to help formulate and execute the network's broader advisory road map. She will collaborate with the global advisory services leader within the network's central executive office to determine key strategic targets, encourage joint initiatives between constituent companies and integrate advisory resources network-wide. The Global Office advisory team will offer administrative support, operational coordination and execution capabilities in the collaboration. According to the company, Loomis will draw upon her client-facing and company-level background to engage with regional advisory heads to deepen cross-border cooperation and pinpoint areas where member operators can pool resources. Baker Tilly International CEO Francesca Lagerberg said: "Advisory is central to its network ambitions and to the value International Accounting Bulletin create for member firms and their clients. "Meghan brings a powerful combination of digital expertise, commercial focus and collaborative leadership from within one of its member firms. "Working in partnership with our Global Office advisory leadership, she is exceptionally well placed to help shape the next phase of advisory across our global network." The move aligns with the network's recently unveiled global plan, which aims to strengthen advisory competencies across member entities and help them assist clients effectively. In steering this agenda, Loomis is tasked with keeping operations targeted on distinct priorities that match the requirements of member companies, commercial openings and the group's targets for 2030. Loomis currently serves as a principal within the digital solutions division at Baker Tilly in the US. Loomis said: "I am excited to work with advisory leaders across the Baker Tilly network and with the Global Office team to build on its strengths, connect its expertise and focus its energy where International Accounting Bulletin can create the greatest value. "Advisory is at its best when we combine local insight, global collaboration and practical execution to help clients make confident decisions in a changing world." Last month, Baker Tilly picked Vijay Anand as its new chief AI and technology officer. Give your business an edge with its leading industry insights.

International Accounting Bulletin
Aug 13th, 2026
Baker Tilly picks new chief growth officer.

Baker Tilly picks new chief growth officer. As chief growth officer, Broderick will be responsible for Baker Tilly's firmwide expansion. Baker Tilly has appointed Tom Broderick as its new chief growth officer, effective 1 October 2026. In this position, Broderick will report to Fred Massanova, North American managing principal and chief operating officer, and will join the firm's senior leadership team. He will succeed Rebecca Pomering, who is set to retire at the end of 2026 after almost 30 years with Baker Tilly. Pomering will collaborate with Broderick, Massanova and other leaders to support the transition. As chief growth officer, Broderick will oversee Baker Tilly's firmwide growth strategy. His role will involve coordinating industry and regional leaders with sales, marketing, client experience and market intelligence functions. The structure is intended to convert client needs and market insights into targeted growth initiatives across the organisation. Broderick is currently chair of Baker Tilly's regional principals. He has advised privately held businesses and their owners, working in public accounting since 1999 across tax, assurance, accounting and management matters. Broderick said: "Baker Tilly has an extraordinary opportunity to bring the full depth of its firm to clients in a more connected and consistent way. "I look forward to working with our industry, regional and commercial leaders to build on the progress already underway and turn our growth priorities into meaningful results for clients and our people." Massanova will continue to lead Baker Tilly's North American business, including operating performance and mergers and acquisitions strategy. Baker Tilly CEO Eric Miles said: "Tom understands how growth is generated across its firm, through strong client relationships, clear market priorities and consistent execution. "His experience as a client-serving principal and his relationships with leaders across Baker Tilly position him to connect our firmwide growth agenda more closely with our industries, regions and markets." In May this year, Baker Tilly partnered with HubSync to elevate middle-market tax services. Give your business an edge with its leading industry insights.

Recently Posted Jobs

Sign up to get curated job recommendations

Baker Tilly is Hiring for 549 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs