Managing Director – Managed Services, Real Estate & Technology

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.

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Job Description:

Baker Tilly is seeking a Managing Director to lead and grow its Managed Services practice in Florida, with a primary focus on the Real Estate and Technology industries. This executive leadership role will be responsible for driving strategic growth, expanding client relationships, overseeing service delivery, and building a scalable, high-performing practice that delivers long-term value to clients.

The Managing Director will partner closely with Managed Services leadership, Real Estate and Technology industry leaders, client service teams, finance and accounting professionals, technology, operations, offshore delivery teams, and growth leaders to expand Baker Tilly's market presence across Florida. This includes identifying new business opportunities, developing differentiated service offerings, strengthening existing client relationships, and delivering integrated managed services solutions that address clients' evolving financial and operational needs.

This is a senior leadership role focused on accelerating growth, strengthening market positioning, and expanding recurring revenue opportunities within the Real Estate and Technology sectors. The ideal candidate combines strong business development capabilities, industry relationships, finance and accounting outsourcing expertise, and experience leading and scaling professional services or managed services businesses.

Key Responsibilities and Leadership Expectations

• 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 closely 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 continued practice growth and long-term client relationships.
• Identify opportunities to leverage technology, automation, AI-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 strong 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.

Required Experience

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field; CPA, MBA, or other relevant professional credentials preferred.
• Significant progressive leadership experience within managed services, finance and accounting outsourcing (FAO), business process outsourcing (BPO), 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.
• 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.
• 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.
• The pay rate range for this job position is $182,150 - $345,330. 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.