Banking and Financial Services Jobs in Chicago, IL
115 positions found — Page 6
The role involves managing transactions, developing client relationships, and mentoring junior staff.
Candidates must have a top undergraduate degree and FINRA licenses, with a demonstrated ability to thrive in high-pressure environments.
The compensation ranges from $1,200,000 to $3,000,000 annually, dependent on qualifications.
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The successful candidate will lead the finance function, overseeing strategies that support client needs across various regions.
This role requires extensive experience in financial management and a preferred background in real estate, ensuring compliance with financial operations and driving team performance.
The position offers competitive compensation and a range of employee benefits.
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At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue‑chip talent committed to delivering best‑in‑class outcomes. Our cross‑functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
The Managing Director, IB // Technology M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm’s rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Technology M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high‑quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high‑performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
- Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition
- Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers
- Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls
- Create and present client deliverables
- Negotiate, document and assist in transaction execution
- Lead internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Support talent acquisition and firm‑building initiatives
- Contribute to a high‑performing, inclusive and values‑driven culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
- Invested in a team‑based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- 15 plus years of middle market investment banking experience
- Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment
- Experience with privately held and sponsor‑backed businesses
- Commanding knowledge of current market terms and trends
- Expertise in project management and client‑facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers
- Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
- Superior written and verbal communication skills, including executive‑ready presentation and reporting skills
- Proven ability to thrive in lean, fast‑moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high‑pressure, client‑facing environments
$1,200,000 - $3,000,000 a year
The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA SIPC
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This remote role requires overseeing enterprise accounting, providing financial insights to clients, and leading financial planning efforts.
Ideal candidates will have over 10 years of financial experience, including at least 3 years as a CFO, with a strong understanding of venture-backed companies.
Competitive compensation and flexible work model offered.
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Remote working/work at home options are available for this role.
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS).
The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients.
Managing Director, IB // M&A
The Managing Director, IB // M&A role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm\'s rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
- Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition
- Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers
- Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls
- Create and present client deliverables
- Negotiate, document and assist in transaction execution
- Lead internal trainings and best practice sharing
- Lead business development and client relationship efforts
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed
- 15 plus years of middle market investment banking experience
- Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment
- Experience with privately held and sponsor-backed businesses
- Commanding knowledge of current market terms and trends
- Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers
- Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
The compensation: $1,200,000 - $3,000,000 a year.
The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant’s qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA/SIPC.
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The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The PositionOur community bank client is seeking to fill a Chief Financial Officer role in the Chicago, IL area. They are seeking a dynamic, innovative individual to oversee all the bank’s accounting functions. This senior leader will have a track record of providing successful growth strategies for various banks. They will guide the organization’s financial area toward growth and expansion.
This position offers a competitive salary of up to $190K, a full benefits package, and may be bonus eligible. (This is not a remote position)- Directing all financial activities, including reporting, planning, supervision, and investments for all the organization.
- Helping the Executive Team in forecasting, budgeting, and preparing for the next level.
- Preparing and filing annual tax returns or preparing financial information so that outside accountants can complete tax returns.
- Preparing or directing the preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
- A member of or Chairman of the bank’s ALCO committee.
- Supervising employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
- Maintaining current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
- Conducting or coordinating audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
- Receiving, recording, and authorizing requests for disbursements in accordance with company policies and procedures.
- Monitoring financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.
- Monitoring and evaluating the performance of accounting and other financial staff, recommending, and implementing personnel actions, such as promotions and dismissals.
- Coordinating and directing the financial planning, budgeting, procurement, or investment activities of all or part of the organization.
- Developing internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
- Analyzing the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
- Evaluating needs for procurement of funds and investment of surpluses and making appropriate recommendations.
- Leading staff training and development in budgeting and financial management areas.
You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
- Bachelor’s degree in finance and accounting from a four-year college or university required (Master’s Degree Preferred).
- Seven or more years of related experience and/or training; or equivalent combination of education and experience.
- Proficient in PC software such as Excel, Word, and Access.
- Excellent attention to detail and emphasis on accuracy.
- Excellent communication skills: verbal, listening, and written.
- Ability to work well under pressure, set priorities, meet deadlines, and resolve highly complex financial problems.
The next step is yours. Email us your current resume along with the position you are considering to:
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CFO & Enterprise Value, and we partner with Finance executives to drive value across the enterprise. As Finance leaders move into business partner roles, they need processes, technology and people to help drive efficiencies, manage costs, improve profitability, and identify new areas of opportunity. We’ve got the deep industry experience, functional proficiency, insightful analytics, and the digital technology leadership to help our clients reinvent themselves. Whether we are improving processes, transforming the digital core, or harnessing the power of GenAI, we solve our clients’ toughest problems. Visit us here to find out more about CFO-Enterprise Value.
You are:
A leader in digital finance with a strong curiosity for understanding clients' businesses and a client-centric approach. You excel at solving complex CFO problems by aligning financial strategies with overall business goals. Your expertise in finance functions, combined with your ability to develop innovative solutions, and your curiosity for how your clients business works and can grow makes you a trusted advisor to senior leadership.
The work:
- Help clients modernize their finance functions by consulting with internal and external teams to set vision, strategy, goals, and key outcomes.
- Provide the CFO and their teams with the right data and insights to create a compelling change narrative and drive shareholder value.
- Understand the client’s challenges and use knowledge of related leading practices, to provide solutions to complex business problems.
- Serve as a Subject Matter Advisor for other Accenture projects and proposals based on your area of expertise.
- Manage engagement risk, project economics, deliverable content, and ensure client buy-in.
- Be a trusted advisor to senior leadership.
- Encourage innovation from team members; support their ideas and career goals.
- Create strategies and blueprints that use advanced operating models, processes, and emerging technologies to improve operations and re-define how work gets done.
- Oversee clients digital transformations, help them drive efficiency, effectiveness, experience, and growth: identify needed skillsets, data, operating models, process automation, analytics, workflows, and enabling technology (i.e. FinTech apps, AI/ML/GenAI, etc).
- Find modern technology and data solutions for clients and share best practices across the industry.
- Help Grow the practice by participating and be accountable for driving key business development activities and cycles.
- Stay on top of current trends, technologies, and regulations influencing digital finance, analytics, and the CFO ecosystem.
- Drive incremental sales by leading and assembling the requisite teams to respond to proposals.
Here’s what you need:
- Minimum 8 years of finance and/or accounting with management consulting experience.
- Significant engagement management as well as business, practice, and people development.
- Demonstrated curiosity for knowing everything about a client's industry and business and translating that into the right-fit finance and/or enterprise solutions to best accomplish overall business strategy and objectives.
- Demonstrated intellectual curiosity to understand emerging technologies and how they can create a better experience for Finance employees and create a better output for Finance stakeholders.
- Experience designing finance, accounting, planning, forecasting, reporting, data & analytic operating models across talent, process, data, and technology.
- Solid understanding of the Finance function, operating models, supporting organization structures, process best practices, and key interdependencies with non-finance stakeholders and other 3rd party interactions.
- Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case.
- Demonstrated ability to lead key solutioning and problem solving workshops with clients.
- Demonstrated ability to interface effectively with senior level (C suite) clients individually and as a member of an engagement team.
- Strong experience in one of the following industries: Banking, Insurance, Consumer Goods & Retail, Energy, Health, High-Tech Industrial, or Utilities.
- Bachelor's degree.
Bonus points if:
- You have significant Finance transformation experience working across a number of Finance function areas.
- You’ve worked with or are conversant in Finance technology and data solutions across accounting, tax, treasury, planning, and reporting & analytics.
- You are familiar with emerging and modern technologies and tools (eg. Gen AI) and can describe them to the CFO in a simple and understandable way.
- You’re comfortable with ERP/EPM technology platforms and know your way around SAP, Oracle, Workday, Anaplan, One Stream applications and understand the interdependencies across the rest of the finance and enterprise technology landscape.
- You’ve got an MBA or another type of advanced degree.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here.
Role Location Annual Salary Range
California $132,500 to $302,400
Cleveland $122,700 to $241,900
Colorado $132,500 to $261,300
District of Columbia $141,100 to $278,200
Illinois $122,700 to $261,300
Maryland $132,500 to $261,300
Massachusetts $132,500 to $278,200
Minnesota $132,500 to $261,300
New York/New Jersey $122,700 to $302,400
Washington $141,100 to $278,200
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (877) 889-9009 or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity and Affinitive Action Policy Statement.
Accenture is an EEO and Affinitive Action Employer of Females/Minorities/Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, click here for additional important information.
Please read Accenture’s Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
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This role offers a unique opportunity to lead complex M&A transactions and manage client relationships.
The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment.
The position offers a competitive compensation package of $1.2M to $3M annually.
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The role involves project finance transactions, risk analysis, and team management.
Candidates should have at least 10 years' experience in M&A and project finance, particularly within the renewable energy sector.
Responsibilities include structuring financial transactions, coordinating due diligence, and providing insights for commercial opportunities.
The position offers a competitive salary and is eligible for a hybrid work policy, requiring 3 days in-office weekly.
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Meet Infinite Roar
Infinite Roar was born from a simple belief: ambitious brands should not have to settle. We’ve eliminated the false choice between scale and service by uniquely combining the personalized attention of a boutique agency with the comprehensive resources of a holding company. We are the fastest growing agency within Publicis Media, built on hand raisers and difference makers, who approach every client partnership with an unwavering commitment to driving immediate impact.
At Infinite Roar, there are no compromises – just the perfect fusion of intimate service and infinite possibilities for growth. Agile as a lion, powerful as the pride.
Come Roar With Us
To staff accounts with the attention and talent our clients deserve, Infinite Roar leaders assemble a “dream team” – people with relevant experience making every dollar work like three; who know our clients’ categories; who are thrilled to provide high-touch service at every turn; and who understand how to unlock the vast resources of our global network in service of our clients’ goals. People who have raised their hands to help ambitious brands grow. People like you!
We celebrate diversity, recognizing that our strength often arises from our differences. We strive to foster an environment and build a culture where every member of our team feels: Seen, Heard, Valued, and Appreciated. We aim to help every employee meet their career goals while helping our clients achieve their business goals.
As Publicis Media’s most exciting new agency solution, Infinite Roar offers our employees the opportunity to have an immediate role in influencing our processes and approaches, shaping our solutions, and building the industry’s first solution built for high-growth, disruptive brands. Come roar with us!
Job Description
Overview:
The Director, Video Investment is responsible for managing media portfolios of clients, as well as assisting in the creation and execution of media strategies and effectively communicating these strategies to clients. Also critical for this position is the development and management of a team of Video Associates, forging relationships with media partners, and applying these relationships to gain a deeper knowledge of the marketplace.
Role Objectives:
- Ability to have ownership of accounts and build strong working relationships with our clients
- Ability to manage and mentor at least two team members
- Arrange and run client and team meetings while helping to build cross-agency rapport
- Negotiate total video purchases, inclusive of digital OLV
- Oversee the development and presentation of media POVs for client
- Present corporate ownership issues to clients
- Develop marketplace analyses
- Troubleshoot billing and allocation problems
- Assist in research projects pertinent to their specific client
- Assist in preparation and presentation of strategy and upfront to client
- Management of daily/monthly/quarterly stewardship of buys
- Aid video portal in Upfront negotiations
- Assist in the development of Upfront Planning Costs and Bogey’s
- Attend Video Investment Activation Boot Camp Training
Qualifications:
- 7+ years in the media business, video experience preferred
- Excellent written, verbal communication, and presentation skills
- Strong negotiating abilities
- Technical proficiency, particularly with the following tools is preferred:
- Mediaocean, MBox
- Nielsen Net Rating, Comscore, AdRelevance, eMarketer, Forrester
- Third-party ad measurement and traffic tools (e.g. Integral Ad Science)
- Excel, Word, PowerPoint
- Able to work successfully with teams, handle multiple projects, and meet tight deadlines under pressure
- Demonstrates critical thinking and problem-solving skills
- Strong quantitative skills, including analytical abilities and math proficiency
- Ability to effectively utilize media research and reporting resources
- Technical proficiency across Microsoft Office Suite
- Demonstrates professionalism and leadership skills
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Additional Information
Our Publicis Groupe motto “Viva La Différence” means we’re better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent.
Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off.
If you require accommodation or assistance with the application or onboarding process specifically, please contact All your information will be kept confidential according to EEO guidelines.
Compensation Range: $$151,935.00 - $171,675.00 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 11/20/2025.
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**Overview
**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’s leading financial centers – 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 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 ("search firm") 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.
*#
**Job Description:
****Responsibilities
**Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a
**Director
** to join our growing State & Local Tax (SALT) practice in Chicago with a more indirect tax focus.Our SALT practice is made up of 100 + professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs.
As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
**You will enjoy this role if:
*** You like working directly with CFO’s & owners of middle market clients and SALT leaders of Fortune 500 clients to help them solve their most complex state & local tax challenges.
* You want to continue to expand your leadership experiences and hone your consulting skills as a comprehensive SALT professional in areas such as, sales tax nexus, research projects, ruling requests, process review, reverse audit, credits & incentives and property tax.
Most of your work will be consulting focused!
* You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice where your hard work and creativity will be rewarded.
* You do your best work when you are part of a talented, down-to-earth team that thrives in collaboration, gives you visibility to leadership and truly enjoys working together.
* You want to be part of firm that values specialty tax practices and is invested in your success by providing the resources and support to continually sharpen your technical skills and build your career
***now, for tomorrow
***.
**What you’ll do:
*** Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax consulting services that lower their tax rates, ensure they are in compliance and provide value across the spectrum of state and local taxes.
This includes: + Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to identify optimal filing options, exemptions, credits and incentives, and corporate structures that can reduce the client's tax burden + Research state tax issues including nexus determinations, taxability analyses and quantification of potential liabilities + Counsel clients on state and local tax controversies, including research, drafting client correspondence, prepare ruling requests and providing guidance in defending against state audits + Plan and execute tax projects requiring a wide scope of expertise, including due diligence and voluntary disclosure projects + Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships and LLCs + Maintain active communication with clients and make recommendations for business and process improvements, manage expectations and enhance value
* Assist with managing 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 clients and the community
* Invest in your professional development individually and through participation in firm wide learning and development programs
* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
**Qualifications:
*** Bachelor’s degree in Accounting required.
Masters in Taxation, LLM
* CPA and/or JD certification required
* 10+ year(s) experience in state and local tax
* 5+ year(s) of supervisory experience, mentoring and counseling associates desired
* Experience as a client serving professional for a consulting firm desired
* Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" 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
*For California, Colorado, New York and Washington: The compensation range for this role is $210,380 to $398,850.
Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
*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’s leading financial centers – 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
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The ideal candidate will provide strategic consulting services to clients, focusing on state and local tax compliance and optimization strategies.
Responsibilities include managing multi-disciplinary reviews, advising on tax issues, and leading a talented team.
The role requires a Bachelor's degree in Accounting, CPA or JD certification, and significant experience in tax advisory services.
This position offers growth opportunities within an innovative firm.
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The Acquisitions, Investments and Financial Advisory (“AIFA”) team is a fast-paced group that is closely involved in major transactions and strategic initiatives undertaken by ENGIE. AIFA valuation methodologies are applicable to ENGIE’s worldwide investments and are key to optimizing the allocation of capital across the Group. AIFA competencies in financial structuring and transaction execution are essential to secure the most competitive funding at projects level.
As a leader within the AIFA North America team, you will report to Head of AIFA North America and you are responsible for the valuation and risk analysis of new projects (including oversight of financial models), the structuring and execution of M&A and project financing transactions, and leading a talented team of financial professionals.
- Originate, structure, and execute project finance transactions enabling the development, construction, and operations of DG solar battery storage in the U.S. This will include loan facilities, tax equity partnerships, tax credit transfer transactions, construction loans, term loans, and LoCs.
- Coordinate response to due diligence on individual or portfolio financings, working closely with the development, engineering, and legal teams to respond to investor inquiries in a timely manner.
- Perform valuation and financial analysis for investments/divestments in compliance with AIFA methodologies and advise executive level committees on the economics, financial viability and risk/reward of the proposal. Oversee or assist in providing the valuation parameters, financials, and financial risk analysis as required in the investment approval process.
- Actively support the commercial process by providing timely insights and advice on the economics and financials of commercial opportunities.
- Lead the financial structuring on new business development projects and recommend best financing strategy, based on extensive experience of the current banking market, capital markets, Tax equity and other sources of funds.
- Structure, negotiate and execute project financing, Tax Equity and equity sell-down transactions, in accordance with best practices of AIFA
- Actively build and manage the interactions with multiple external parties on a transaction such as lenders, financial partners, financial advisors, tax and accounting advisors, technical consultants, lawyers and internal stakeholders to bring transactions to conclusion in challenging environments.
- Assist the project development team and assist in the negotiation of non-financing related major project agreements (Including but not limited to equipment supply agreements, PPAs, IAs, EPC contracts, and O&M agreements), ensuring the bankability of the project as a whole, on a non or limited recourse basis.
- Manage a team of financial advisors and analysts, in particular being responsible for the overall workload management, proper resource allocation, training, development and support of all members of the team, setting of annual objectives and performance review of direct reports and recruitment of new staff in the team.
What You’ll Bring
- Bachelor’s degree in which you completed courses in Finance, Economics, Engineering or other related disciplines
- You have obtained, or is working towards, a professional qualification such as CFA, CIMA, ACA, ACCA (or an equivalent)
- Minimum 10 (ten) years of relevant experience conducting energy industry M&A and project finance transactions at an investment bank, private equity fund or strategic energy company.
- Broad power industry expertise, including working in retail, energy services, renewables, storage and / or generation markets.
- Experience leading tax equity, project financing, and M&A transactions in the Distributed Solar and Storage (DSS) energy sector. Strong understanding of all aspects of project finance and M&A processes, experience in negotiating transaction documentation, and exposure to structuring and closing transactions.
- Proven track record in financing Community Solar, C&I Solar, and BESS projects in the U.S. market.
- Established a network of investors, lenders, and financial partners in the renewable energy sector.
- Experience with valuation and analysis of complex investment structures specifically related to centralized or distributed renewables generation and storage projects
- Strong understanding of US electricity markets, underlying fundamental drivers and merchant risks faced by renewables and storage projects
- Thorough understanding of accounting topics and tax structures
- Demonstrated analytical skills, including proficient financial modelling. Ability to think strategically and to synthesize complex information
- Strong leadership qualities, people management skills and ability to coach, support and motivate team members
- Excellent negotiation and leadership skills, with the ability to structure complex transactions. Presence and interpersonal credibility to manage key financial stakeholders, banks, financial institutions, advisors, internal stakeholders, and partners
- This role is eligible for our hybrid work policy; 3 days working in office weekly
- Must be willing and able to comply with all ENGIE ethics and safety policies;
Compensation
Salary Range: $176,900 – $271,170 USD annually
This represents the average expected pay range for a qualified candidate.
ENGIE complies with all federal, state, and local minimum wage laws. Actual salary offered may vary depending on geography, experience, education, internal pay alignment, or other bona fide factors.
In addition to base pay, this position is eligible for a competitive bonus / incentive plan.
Your Talent Acquisition Partner can share more specific information regarding the benefits or the salary for the position based on the work location.
At ENGIE, we take your well-being seriously. Our comprehensive benefits package includes options for medical, dental, vision, life insurance, employer-paid short-term and long-term disability insurance, ESPP, generous paid time off including wellness days, holidays and leave programs. We also help you plan for retirement by offering a 401(k) Retirement Savings Plan with a company match. But that's not all – we're dedicated to the health and happiness of your entire family, offering supplemental benefits for full time employees that enhance emotional and physical well‑being through all stages of life from family forming to caregiver benefits. Explore our benefits package to see how we can support you. Learn more.
Why ENGIE?
ENGIE North America isn’t just participating in the Zero‑Carbon Transition, we’re leading it! Join us as we develop energy that is renewable, efficient, and accessible to everyone.
At ENGIE, every talent has a role to play in the adventure of the century. Make a difference and enjoy a fulfilling professional experience. Take on exciting challenges and build a career path that reflects who you are.
Join us and be part of the adventure!
ENGIE is proud to be an equal opportunity workplace, and we are firmly committed to creating an inclusive workplace for all employees. We are committed to providing employees with a work environment free of discrimination and harassment. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
If you need assistance with this application or a reasonable accommodation due to a disability, you may contact us at This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry regarding positions or application status.
We are unable to sponsor or take over sponsorship of an employment visa for this role at any time.
The safety of our employees is our number one priority. All employees at ENGIE have both a duty and the authority to STOP WORK if unsafe acts are observed.
Business Unit: Support Functions In Geographies
Division: SF In NORTHAM - Regional Hub
Professional Experience: Skilled ( >3 experience
The ideal candidate will possess over 5 years of experience in transaction advisory services and strong analytical capabilities.
Responsibilities include overseeing client deliverables, developing financial models, and mentoring junior team members.
The role offers a compelling compensation range of $110,000 to $140,000, with strong opportunities for personal and professional growth.
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As part of the tax practice, the associate will advise clients on various transactions in sectors like technology and real estate.
The role offers a competitive salary starting at $365,000 and includes a hybrid working model.
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Remote working/work at home options are available for this role.
