Managing Director, Client Accounting Services - Private Equity Fund Services

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 :

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

Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the ability to join a highly dynamic team focused on providing exceptional client service in the areas of accounting and advisory?

If yes, consider joining Baker Tilly (BT) as a Managing Director on our Private Equity Fund Services team! The PEFS Managing Director is a leadership role that is responsible for the growth, management, and strategic development of Baker Tilly's fund administration platform. This position is also responsible for the development of team members and oversight of key client relationships with an emphasis on ensuring exceptional client service. Having a mastery of complex private equity fund accounting skills is required, as well as an ability to juggle many client relationships. The PEFS Managing Director will have direct management and oversight of their team's senior managers, managers, seniors, and associates.

Additionally, the PEFS Managing Director will have a large focus on sales and building out a book of business. Having strong soft skills is required, as the PEFS Managing Director will be pivoting often from managing team members, to interfacing with clients, to trouble-shooting technical accounting issues, to pitching new business development with prospects. This position will serve as a resource to other team members and will provide guidance, coaching, training, and additional support as needed.

Duties of this position include :

• Translate firm vision and strategy into an actionable business plan, including specific objectives and key milestones that can be tracked and ultimately accomplished.
• Develop new business through execution of go-to-market strategy, collaboration with internal firm leaders, regular interaction with business developers, and engagement in demand generation events.
• Oversee key client relationships and serve as an escalation point for both internal team members and client contacts.
• Play an active role in providing valuable guidance and business recommendations to clients.
• Ensure client service excellence through review of traditional fund administration deliverables (i.e., quarterly financial statements, partner capital statements, distribution and capital call process, etc.).
• Be a subject matter expert and thought leader. Have a deep understanding of sophisticated fund structures, waterfall calculations, fund rebalances, and other complex fee calculations.
• Support the growth and development of team members through real-time feedback, proactive coaching and intentional training.
• Invest in your individual development by participating in educational opportunities while staying connected with current industry and market-related events.
• Utilize soft skills to network and build strong relationships, both internally and externally, with the goal of acquiring new business and establishing referral sources.
• Provide daily leadership across the team and the organization.

Qualifications

The compensation range for this role is $215,950 to $467,880. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.