Full-Time

Executive Business Partner

Updated on 9/3/2026

Baker Tilly

Baker Tilly

10,001+ employees

Global advisory, tax, and assurance services.

Compensation Overview

$56.4k - $74.1k/yr

Milwaukee, WI, USA

Hybrid

Hybrid work arrangements should be confirmed with the talent acquisition professional.

Category
Administrative & Executive Assistance (1)
Required Skills
SharePoint
Word/Pages/Docs
Excel/Numbers/Sheets
Microsoft Outlook
PowerPoint/Keynote/Slides

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Requirements
  • A high school diploma or GED is required.
  • Zero to one year of relevant experience is required.
  • Proficiency in managing complex calendars, travel, meetings, and expense reporting with high accuracy and efficiency is required.
  • Strong written and verbal communication skills are required, including drafting, formatting, and proofreading correspondence and presentations.
  • Ability to balance competing priorities and proactively manage multiple tasks in a fast-paced environment is required.
  • Ability to handle sensitive information with professionalism, discretion, and integrity is required.
  • Ability to maintain electronic files, records, and operational documentation in an organized and accessible manner is required.
  • Ability to produce accurate, high-quality reports, presentations, and communications is required.
  • Ability to liaise effectively with internal and external stakeholders and facilitate clear communication and follow-up is required.
  • Ability to anticipate needs, identify potential issues, and act independently to resolve challenges is required.
  • Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook, and collaboration tools such as Teams, SharePoint, and calendar management platforms is required.
  • Ability to adjust priorities and processes to meet changing business needs and leadership requirements is required.
  • Ability to travel as required is required.
  • Ability to work extended hours during peak periods or special events, as required, is required.
Responsibilities
  • Perform high-level administrative duties for multiple senior leaders, including managing complex and shifting calendars, travel, meetings, and executive logistics.
  • Draft, edit, and format correspondence, presentations, reports, and communications on behalf of leadership, applying discretion, professional judgment, and firm positioning.
  • Coordinate logistics for meetings and events, attend meetings as requested, document decisions and action items, and ensure follow-up on key items.
  • Partner with senior leaders to maintain awareness of upcoming commitments and responsibilities by providing timely reminders and follow-up.
  • Apply judgment and prior experience to anticipate leadership needs.
  • Serve as a liaison to internal and external stakeholders, synthesize information, coordinate follow-up, and facilitate decision-making for leaders.
  • Monitor and filter a leader’s email for items requiring immediate attention and draft or send communications on the leader’s behalf as appropriate.
  • Anticipate needs and emerging issues, identify risks, propose solutions, and independently resolve challenges to ensure seamless executive operations.
  • Provide hands-on support for leadership deliverables.
  • Proactively generate and maintain organizational reports, including budget tracking, performance metrics, statistical records, and process documentation, to support leadership decision-making.
  • Track and support critical initiatives, ensuring their timely completion.
  • Design and maintain organized and compliant electronic records, documentation, and operational information to ensure auditability and business continuity.
  • Participate in core initiatives, team-building events, and centralized administrative function activities to enhance team cohesion and operational effectiveness.
Desired Qualifications
  • Eight to ten years of senior-level administrative support experience is preferred.

Baker Tilly provides advisory, tax, and assurance services to clients such as construction firms, international corporations, higher education institutions, and real estate developers. It delivers audits, tax planning, and strategic guidance through a global network of 742 offices across 146 territories, with a focus on digital transformation and talent development. The firm differentiates itself by offering customized solutions within a large international footprint and by prioritizing long-term client relationships. Its goal is to help clients improve performance, increase profitability, and reduce costs in a dynamic business environment.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$1.5B

Headquarters

Chicago, Illinois

Founded

1931

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Simplify Jobs

Simplify's Take

What believers are saying

  • Baker Tilly International ranked seventh globally for mid-market M&A in H1 2026.
  • September 2, 2026 Benelux platform with Luxembourg adds 25 offices and 1,500 professionals.
  • June 2026 AI platform and Fieldguide rollout cut repetitive work and speed client delivery.

What critics are saying

  • January 2025 PCAOB fined Baker Tilly US $500,000 for repeated quality-control violations.
  • March 2026 Sezzle fired Baker Tilly after controls weaknesses surfaced, hurting credibility.
  • WAMY 9/11 coverup allegations and September 2026 depositions threaten reputational collapse.

What makes Baker Tilly unique

  • June 2026 Anchin deal makes New York City headquarters and deepens middle-market reach.
  • August 2026 leadership hires split AI, advisory, and growth into dedicated firmwide mandates.
  • May 2026 Fieldguide and HubSync embed agentic AI across tax, risk advisory, and assurance.

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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

Life Insurance

Disability Insurance

Employee Referral Bonus

Employee Discounts

Company Social Events

Gym Membership

Mental Health Support

Fertility Treatment Support

Family Planning Benefits

Adoption Assistance

Childcare Support

Elder Care Support

Pet Insurance

Bereavement Leave

Sabbatical Leave

Commuter Benefits

Meal Benefits

Training Programs

Tuition Reimbursement

Professional Certification Support

Mentorship Program

Relocation Assistance

Performance Bonus

Profit Sharing

Employee Stock Purchase Plan

Health Savings Account/Flexible Spending Account

401(k) Retirement Plan

Stock Options

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

16%

1 year growth

16%

2 year growth

16%
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.

Wizeb
Jul 23rd, 2026
Anthropic and OpenAI now sell implementation, not models.

Anthropic and OpenAI now sell implementation, not models. Within five weeks this summer, Anthropic and OpenAI each launched a business built around one idea: the model was never the hard part. Here is what that admission means if you do not have a Fortune 500 budget. On June 14, 2026, OpenAI announced a $150 million bet called the OpenAI Partner Network. Five weeks later, on July 15, Anthropic - alongside Blackstone and Hellman & Friedman - launched an entire standalone company called Ode with Anthropic. Different structures, different investors, same underlying admission from the two labs that make the world's leading AI models: the model was never the bottleneck. Getting it actually working inside a real business is. That is a remarkable thing for either company to say out loud, let alone both of them within the same month. It is also the clearest signal yet of where the money in enterprise AI is actually moving - and it has direct implications for any business that isn't large enough to hire what these two programs are built to sell. The announcements, in brief. Ode with Anthropic is a new enterprise AI services firm built on the team from Fractional AI, an applied-AI consultancy Anthropic acquired in May 2026. Its backers read like a sovereign wealth roll call: Blackstone, Hellman & Friedman, Goldman Sachs, General Atlantic, Leonard Green & Partners, Apollo Global Management, GIC, and Sequoia Capital. It's led by Fractional AI's co-founders - CEO Chris Taylor and CTO Eddie Siegel - and its pitch is that Claude alone doesn't transform a bank, hospital, or manufacturer; pairing Claude with dedicated human engineers who redesign the actual workflow does. As Taylor put it: "Our teams partner closely with CEOs to define and execute highest priority AI initiatives, driving transformation level impact." Anthropic's Garvan Doyle framed it as filling a gap Anthropic couldn't fill alone: "Ode was built to be that partner, adding to Anthropic's growing ecosystem helping enterprises put Claude to work." Baker Tilly signed on almost immediately, announcing a joint initiative with Ode to advance AI-enabled client service. The OpenAI Partner Network is structurally different but philosophically identical. It's a three-tier certification program - Select, Advanced, and Elite - with credential tracks in Codex, Cybersecurity, and AI Agents, plus a "Forward Deployed Experts" pilot for the hardest enterprise deployments. Founding and launch partners include Accenture, Bain, BCG, McKinsey, and PwC. OpenAI's stated goal is to train and certify 300,000 consultants by the end of 2026. The company's own framing of why the program exists is the most quotable part: "The limiting factor for seeing value from AI in the enterprise is no longer model capabilities" - the bottleneck now is use-case identification, workflow redesign, systems integration, and change management. Read that line again. It is worth sitting with what OpenAI just said in public, in its own announcement copy, about its own product. Not "our models got better." Not "here's our new benchmark score." The company that built GPT is telling the market that the thing it sells - model access - is no longer what determines whether an enterprise gets value from AI. What determines it is whether someone with real implementation experience sat down with the business, found the right use case, redesigned the workflow around it, and wired it into the existing systems without breaking anything. Anthropic, days apart, built an entire company on the same premise instead of just saying it. The line that matters "The limiting factor for seeing value from AI in the enterprise is no longer model capabilities." - OpenAI, announcing the Partner Network. Two of the best-funded AI labs on earth are now spending hundreds of millions of dollars on the belief that implementation, not intelligence, is what enterprise AI is short on. But look at who these are actually built for. Neither program was built with a 40-person business in mind, and neither pretends otherwise. Ode's backers are private equity and sovereign capital; its early public partnership is with Baker Tilly, a top-10 accounting and advisory firm. The OpenAI Partner Network's founding partners are Accenture, Bain, BCG, McKinsey, and PwC - five of the most expensive consultancies in the world, operating at day rates and minimum engagement sizes calibrated for Fortune 500 transformation budgets, not for a regional distributor or a 60-person clinic group. That's not a criticism of either program - they were designed to solve a real problem at the scale their backers operate at. But it does mean the actual mechanism both companies are betting on - a dedicated implementation partner who understands your workflows, redesigns them around AI, and integrates the result into your existing systems - is currently being delivered almost exclusively to companies large enough to sign a McKinsey-sized contract or a private-equity-backed services retainer. Everyone else is left with the model access, minus the part both labs just said actually matters. The principle is right. The packaging is wrong for most businesses. The underlying insight - that workflow redesign, systems integration, and hands-on implementation determine whether AI produces value, far more than which model sits underneath - is not an enterprise-only phenomenon. It is exactly as true for a 50-person logistics company as it is for a bank. A business that buys ChatGPT Enterprise seats or a Claude API key and hands them to staff with no redesigned workflow around them gets roughly the same disappointing result a Fortune 500 company would get doing the same thing - which is precisely the failure mode Ode and the Partner Network exist to prevent for their clients. The gap isn't the idea. It's that nobody built the SMB-scale version of it - a dedicated implementation partner, without the private-equity balance sheet, the Big 5 day rate, or the requirement that you route everything through one lab's proprietary platform. Realistic scenario A 55-person industrial equipment distributor gives its sales and service teams ChatGPT and Claude accounts after reading that AI "boosts productivity." Six months later, usage has flatlined to a handful of people using it to draft emails - because nobody redesigned how a quote gets built, how a service ticket gets triaged, or how parts inventory gets reconciled around what the models can actually do. The models were never the problem. There was no implementation partner translating capability into a rebuilt workflow - the exact gap Ode and the OpenAI Partner Network exist to close for companies fifty times this one's size. What to ask before you sign anything. Whether you're evaluating an enterprise-scale program or a smaller implementation partner, the same questions separate a real engagement from a licensing deal with a consulting label on it: * Does anyone actually redesign its workflow, or are Wizeb just getting access to a model and a training session? * Who owns the infrastructure and the data - Wizeb, or the platform Wizeb is integrating with? * Is pricing predictable, or does it scale unpredictably with usage the way per-seat and per-token consulting retainers often do? * Are Wizeb locked into one lab's ecosystem, or can the implementation move with Wizeb if its tooling changes? * Is there a dedicated person accountable for the outcome, or is this a certification badge on top of a self-service product? Where Wizot Agent Studio comes in. Wizot Agent Studio is Wizeb's answer to exactly this gap - the same principle Ode and the OpenAI Partner Network are built on, sized and priced for businesses that will never sign a Big 5 contract. It deploys custom AI agents on your own infrastructure, not inside a vendor's proprietary platform - your data never leaves your network, which matters as much for a healthcare group under HIPAA as it does for a bank under Ode. Pricing is a fixed retainer, not a per-token or per-seat charge that turns into a surprise bill the moment usage climbs. And critically, it comes with the part both labs just spent hundreds of millions of dollars proving matters most: dedicated implementation work - discovery, workflow redesign, and deployment tailored to how your business actually operates, not a generic chatbot dropped on top of it. Anthropic and OpenAI just told the market, in public, that the model was never the hard part. If you're running a business that's never going to be Ode's or McKinsey's next client, that doesn't mean the lesson doesn't apply to you - it means you need someone building the implementation layer at your scale instead of theirs. Get a free Wizot Agent Studio consultation Wizeb scopes and builds private, custom AI agents on your own infrastructure - fixed pricing, no vendor lock-in, no per-token surprises. Visit wizeb.com/wizot to talk through what an implementation partner actually looks like at your scale. Ready to act on this? Wizeb build exactly what this article is about. Tell Wizeb about your situation - Wizeb'll come back with a realistic assessment. More to read

Patch Media
Jul 22nd, 2026
Wildomar launches survey to develop long-term Plan for city.

Wildomar launches survey to develop long-term Plan for city. Posted Wed, Jul 22, 2026 at 12:09 pm PT | Updated Fri, Jul 24, 2026 at 9:07 am PT WILDOMAR, CA - City leaders are asking for residents' input as the city prepares plans that will shape the community for the next 10 to 20 years, officials said. The city announced last week it was the working with Baker Tilly, a consulting firm, to develop its upcoming Long Range Service Plan, and were engaging the community through a virtual workshop. The Long Range Service Plan will have an impact on the city's municipal services, facilities, infrastructure, and more for up to 20 years, officials said. Residents who did not attend the workshop can share their ideas by submitting the planning survey by 10 p.m. on July 31.

Consultancy.nl
Jun 16th, 2026
Baker Tilly launches its own AI platform for accountancy and advisory.

Baker Tilly launches its own AI platform for accountancy and advisory. June 16, 2026 Consultancy.nl Baker Tilly has launched its own AI platform on which a growing suite of specialized AI agents runs. With the platform, the business services provider wants to deploy AI on a larger scale within its services. According to Baker Tilly, with about 1,000 employees one of the larger accounting and advisory organizations in the Netherlands, the introduction of the platform marks the transition from experimenting with artificial intelligence to broader application within the organization. In recent months, various applications have been developed, tested, and validated in practice. 'AI is developing rapidly and is structurally changing our sector. For us, it is clear that we do not want to follow, but to take the lead ourselves,' says CEO Ronald Hoeksel. 'By reducing repetitive tasks, more room is created for craftsmanship, judgment, and client contact. This makes our work better and more attractive.' On building its own AI platform, he says: 'The foundations have been laid. This enables us to apply AI at scale and demonstrably strengthen our services.' Developed in-house. The new platform has been developed by Baker Tilly itself. While many organizations use generic AI solutions, the firm has chosen its own environment. The platform is now used by hundreds of professionals and combines internal and external data sources. It supports both general research activities and specialized AI agents for specific fields. With the new platform, Baker Tilly aims to maintain more control over the application of AI while ensuring quality, security, and compliance. An important part of the development is a suite of AI agents designed for tasks within the various service lines of the firm. These applications combine technology, expertise, and data to support analyses and assessments. Various applications. Examples of the new AI agents include FiscAI, which helps analyze tax issues and prepare advice based on laws and regulations, and a management report review agent that checks reporting against relevant guidelines. Baker Tilly has also developed an AI agent for tax position and optimization. This analyzes the tax position of clients and checks corporate income tax calculations. Furthermore, a going concern analysis agent has been developed. This application systematically maps risks, assumptions, and uncertainties and supports auditors in going concern assessments by systematically analyzing information and testing assumptions for consistency. According to Baker Tilly, this should contribute to better-founded and more consistently reached judgments. The next step in digitalization. Hoeksel emphasizes that the AI platform is still in its infancy. 'This is not an end point, but a starting point. We have laid a foundation that allows us to develop quickly. By combining technology, data, and expertise, we are building an organization that remains ahead and continuously adds value for clients.' Baker Tilly has thirteen offices in the Netherlands. The organization focuses on small and medium-sized enterprises, family businesses, and the public sector.