Baker Tilly US · 3 days ago
Principal, Managed Services - Financial Services
NYC Metro Area
Full-time
Hybrid
Lead/Staff
12+ years expBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The Principal role in Managed Services focuses on the growth, operational excellence, and strategic development of Baker Tilly’s Fund Services platform, serving clients in Private Equity, Venture Capital, Real Estate, and Fund-of-Funds.
Accounting
Responsibilities
Lead and scale Baker Tilly’s Fund Accounting & Administration operations within our Asset Management Managed Services practice
Drive growth through business development, collaboration with firm leaders, and engagement in industry and alliance networks
Translate strategy into execution — defining business plans, measurable milestones, and key performance outcomes
Oversee client relationships and act as the senior escalation point for fund managers, CFOs, and investors
Deliver excellence in traditional fund administration outputs, including quarterly financials, partner capital statements, NAV calculations, capital calls, and distributions
Serve as a subject matter expert in private equity fund structures, capital rebalances, waterfalls, carried interest, and complex fee calculations
Advance operational automation by embedding technology, analytics, and AI-native tools into the Fund Services workflow
Develop and coach talent — guiding senior managers, managers, and associates to achieve technical mastery and leadership growth
Collaborate across service lines (Advisory, Tax, Digital, and Industry teams) to bring integrated solutions to clients
Represent the firm as a thought leader and spokesperson at client forums, investor events, and internal strategy sessions
Qualification
Required
Bachelor's degree in Accounting, Finance, or Business required
12+ years of progressive experience in fund accounting, fund administration, or asset management operations
10+ years of leadership and team management experience, including recruiting, development, and performance management
Proven success building or scaling fund administration or managed services practices
Strong command of GAAP for investment funds, complex partnership accounting, and investor allocations
Ability to manage multiple client portfolios while maintaining accuracy, timeliness, and client satisfaction
Excellent communication, presentation, and relationship-management skills
Strong commercial acumen and comfort working in an evolving, fast-growth environment
Willingness to travel occasionally to support clients and firm initiatives
Preferred
CPA and/or MBA preferred
Experience with Investran, eFront, Allvue, or equivalent fund accounting systems highly preferred
Company
Baker Tilly US
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.
10001+ employees
H1B Sponsorship
Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
Company data provided by crunchbase