Job Description

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 bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("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:

The Executive Business Partner serves as an extension of their senior firm leaders, providing dedicated executive partnership and high-impact enablement that supports business effectiveness, continuity, and decision-making. In this role, the Executive Business Partner develops a deep understanding of leadership priorities and works closely with leaders to shape priorities, bring structure to evolving needs, and determine how best to move work forward.

They also bring strong project management discipline, sound judgment, and strategic foresight to key leadership priorities and initiatives, partnering with the Practice Management Team and other stakeholders to coordinate timelines, anticipate dependencies and potential challenges, and support effective execution across the service line.

Success in this role requires exceptional judgment, strong business acumen, a proactive mindset, discretion, and a consistently high level of polish. Executive Business Partners must anticipate needs, operate effectively with limited direction, and be strong writers and communicators—able to take initial direction or a set of bullets, develop the first version of executive communications and materials, and drive them through review and refinement to a polished final product. Strong project and stakeholder management skills, advanced PowerPoint and Excel capabilities, adaptability, emotional intelligence, and strong interpersonal instincts are essential.

Responsibilities:

Executive Support & Priority Management

• Provide high-level, proactive executive support to assigned senior firm leaders, developing a deep understanding of their priorities, commitments, stakeholders, and working styles to anticipate needs and enable their effectiveness.
• Use independent judgment to manage complex and dynamic calendars, travel, meetings, and executive logistics, assessing priorities, resolving conflicts, and allocating time strategically.
• Partner with leaders to talk through priorities, clarify objectives and timeframes, and translate evolving needs into actionable plans and next steps.
• Establish and maintain an effective operating rhythm that provides a forward-looking view of leadership priorities, commitments, and deadlines, anticipating what will be needed and proactively ensuring important matters continue to move forward.
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Executive Communications & Materials

• Develop executive communications and materials from initial direction through final product, including correspondence, presentations, reports, talking points, briefing materials, and other leadership deliverables.
• Take initial direction, ideas, or bullet points and independently develop strong first drafts, applying business context, editorial judgment, and an understanding of the leader’s voice and intended audience.
• Own the review and refinement process, incorporating feedback, coordinating input from relevant stakeholders, and ensuring final materials are accurate, well-positioned, and polished.
• Develop and refine executive presentations and slide decks, synthesizing complex information into clear, concise, and compelling materials.

Meetings, Agendas & Executive Readiness

• Proactively develop and manage agendas for key leadership meetings, working with leaders to identify priorities, desired outcomes, decisions required, and appropriate sequencing of topics.
• Ensure leaders are prepared for upcoming meetings, commitments, and decisions by gathering and synthesizing relevant information, coordinating materials, and identifying outstanding issues or actions.
• Attend meetings as appropriate, document key decisions and action items, and drive follow-up through completion.
• Anticipate leadership needs and emerging issues, proactively identifying potential gaps or risks and recommending solutions or next steps.

Communication & Stakeholder Management

• Serve as a liaison to internal and external stakeholders, synthesizing information, facilitating communication, coordinating follow-up, and helping move leadership priorities forward.
• Coordinate across stakeholders and teams to gather input, maintain alignment, and ensure timely completion of leadership priorities and deliverables.
• Monitor and thoughtfully prioritize leader communications and information, using judgment to determine what requires action, what can be handled directly or delegated, and what should be elevated for leader review; draft or send communications on the leader’s behalf as appropriate.
• Build strong working relationships across the service line to facilitate effective coordination, information flow, and execution.

Project & Initiative Management

• Bring strong project management discipline to key leadership priorities and initiatives, helping translate objectives into actionable next steps, timelines, and key milestones.
• Partner with PMT and other stakeholders to coordinate activities, maintain alignment, and provide visibility into progress and dependencies.
• Apply sound judgment, discretion, and strategic foresight to anticipate potential challenges, recognize downstream implications, and identify matters requiring leadership attention or decisions.
• Help maintain momentum as priorities evolve, facilitating follow-through and ensuring leaders remain informed of key developments, risks, and next steps. "> ">undefined

Reporting, Deliverables & Operational Support

• Anticipate needs and emerging issues, identifying risks, proposing solutions, and independently resolving challenges to support seamless executive operations.
• Provide hands-on support for leadership deliverables, ensuring timely and high-quality completion.
• Proactively generate and maintain organizational reports and documentation, with limited direction, to support leadership needs and decision-making.

Core Team Participation

• Maintain organized and compliant records, documentation, and operational information to support business continuity.
• Participate in Core initiatives, team-building events, and other centralized administrative function activities that support team cohesion and operational effectiveness.

Qualifications:

• High school diploma required, bachelor's degree preferred.
• 1-year relevant experience required, 8-10 years of senior-level administrative support experience preferred.
• Proficiency in managing complex calendars, travel, meetings, and expense reporting with high accuracy and efficiency.
• Strong written and verbal communication, including drafting, formatting, and proofreading correspondence and presentations.
• Ability to balance competing priorities and proactively manage multiple tasks in a fast-paced environment.
• Ability to handle sensitive information with professionalism, discretion, and integrity.
• Maintains electronic files, records, and operational documentation in an organized and accessible manner.
• Produces high-quality deliverables, ensuring accuracy in reports, presentations, and communications.
• Effectively liaise with internal and external stakeholders, facilitating clear communication and follow-up.
• Anticipates needs, identifies potential issues, and acts independently to resolve challenges.
• Skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and collaboration tools (Teams, SharePoint, calendar management platforms).
• Comfortable adjusting priorities and processes to meet changing business needs and leadership requirements.
• Ability to travel as required.
• Ability to work extended hours during peak periods or special events, as required.

The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

In Frisco, TX: pay rate range is $55,400 to $100,000

In Chicago, IL: pay rate range is $58,000 to $100,000

In Milwaukee, WI: pay rate range is $52,700 to $95,589

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