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Baker Tilly

Global advisory, tax, and assurance services.

Managing Director - Managed Services, Real Estate & Technology

Business OperationsPosted on Nov 9
Full-time$182.2k - $345.3kIn-person

About the Job

Requirements

  • A bachelor's degree in Accounting, Finance, Business Administration, or a related field is required; CPA, MBA, or other relevant professional credentials are preferred.
  • Significant progressive leadership experience within managed services, finance and accounting outsourcing, business process outsourcing, accounting, consulting, or related professional services organizations.
  • Demonstrated success leading, building, or expanding a managed services practice, business unit, or significant client portfolio, with accountability for revenue growth, profitability, and client satisfaction.
  • A proven track record of originating new business, developing executive-level client relationships, expanding existing accounts, and driving sustainable revenue growth.
  • Meaningful experience serving clients within the Real Estate and/or Technology industries, including an understanding of industry-specific financial, operational, and business challenges.
  • Established professional relationships and market knowledge within Florida, with the ability to leverage an existing network to generate business opportunities and strengthen market presence.
  • Experience overseeing complex client engagements, developing scalable service delivery models, and ensuring high-quality, profitable client outcomes.
  • Experience collaborating across multiple service lines, industry practices, and functional teams to develop integrated client solutions and support broader organizational growth.
  • An understanding of technology-enabled service delivery, process automation, financial systems, and emerging technologies that improve operational efficiency and client value.
  • Strong executive presence, strategic thinking, commercial judgment, and the ability to influence senior stakeholders and navigate complex business environments.

Responsibilities

  • Lead the strategic direction, growth, and overall performance of Baker Tilly's Managed Services practice in Florida, with a primary focus on the Real Estate and Technology industries.
  • Develop and execute a market growth strategy that expands Baker Tilly's presence, drives new business opportunities, strengthens existing relationships, and increases recurring managed services revenue.
  • Build and expand differentiated Managed Services offerings, including finance and accounting outsourcing, controllership, financial reporting, business process outsourcing, and technology-enabled operational solutions.
  • Serve as a market-facing leader and trusted advisor to C-suite executives, business owners, real estate investors, developers, operators, and technology company leadership teams.
  • Originate new client relationships and expand existing accounts through strategic business development, executive networking, cross-selling, referral relationships, and industry partnerships.
  • Partner with Real Estate, Technology, Managed Services, Advisory, Tax, and other firm leaders to identify opportunities and deliver integrated solutions that address client needs.
  • Provide executive oversight of managed services engagements, ensuring consistent service quality, strong client satisfaction, operational efficiency, and profitable delivery.
  • Develop scalable service delivery models, processes, performance metrics, and operating standards that support practice growth and long-term client relationships.
  • Identify opportunities to leverage technology, automation, artificial intelligence-enabled solutions, and process improvements to enhance service delivery, improve financial operations, and create measurable client value.
  • Build, mentor, and develop a high-performing team while supporting talent acquisition, succession planning, professional development, and resource management.
  • Establish and maintain relationships throughout Florida's Real Estate and Technology business communities, representing Baker Tilly through industry events, professional associations, and strategic networking.
  • Collaborate with regional and national leadership to align practice growth, investment priorities, service capabilities, and operational objectives with the firm's broader Managed Services strategy.
  • Drive accountability for practice performance, including revenue growth, profitability, client retention, delivery excellence, talent development, and overall market expansion.

Desired Qualifications

  • CPA, MBA, or other relevant professional credentials.

About the Company

Baker Tilly

Global advisory, tax, and assurance services.

Baker Tilly provides advisory, tax, and assurance services to a global client base, including construction, higher education, and real estate, to improve performance and profitability. Its offerings—financial audits, tax planning, and strategic advisory—are delivered through a client-focused process supported by a network of 742 offices in 146 territories. The firm differentiates itself by combining a large international footprint with customized, long-term relationships and a focus on digital transformation and talent development. Its goal is to help clients succeed in a changing business environment by delivering sustainable, value-driven services that reduce costs and boost efficiency.

Company size
10,001+
Company stage
Debt Financing
Total funding
$1.5B
Headquarters
New York City, New York
Founded
1931

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