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:

 

Responsibilities

• Write and tailor compelling and persuasive copy to support all aspects of proposals and related presentations and sales materials within client expansion and new business opportunities

• Facilitate and contribute to proposal strategy and solutions conversations using the firm’s processes and procedures

• Collaborate with pursuit manager on win strategy

• Coordinate proposal projects, including scheduling and participation in meetings with partners, business development professionals and other key stakeholders to develop proposal strategies and articulate proposed solutions, including proposal kick-off strategy session

• Conduct research to support the development of a proposal

• Write, edit, format and proofread proposals

• Develop proposal-related presentation materials including handouts, PowerPoint presentations, etc.

• Ensure compliance with request for proposal (RFP), request for information (RFI) or request for qualifications (RFQ) instructions and requirements

• Coordinate with all Subject Matter Experts (SMEs) contributing to the proposal effort

• Adhere to quality principles (responsive, compliant, concise, persuasive), firm brand guidelines and other criteria for compelling and consistent messaging and presentation

• Coordinate proposal production process, working with administrative support as appropriate

• Archive, track and monitor results and gather feedback to tailor and improve future proposals and maintain documentation required according to proposal protocol guidelines

• Develop new proposal content and update content repositories, as needed

• Create charts, graphs and illustrations in support of proposals and presentations; identify and reuse existing graphics and visuals in documents where relevant; and consult with stakeholders to help develop graphical representations of concepts

• Collaborate with others on the marketing team as needed

• Work in a self-directed manner within a fast-paced and deadline-driven environment, proactively seeking guidance on complex tasks, as needed