Managing Director leading Real Estate capabilities within Asset Management at Baker Tilly. Combining strategic leadership, client advisory, and platform growth in finance and technology.
Responsibilities
Lead and scale Baker Tilly’s AFS Real Estate operations within our Asset Management Managed Services practice, including Go-To-Market campaigns, Ideal Client Profile clarity and pipeline discipline.
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, revenue planning and key performance outcomes.
Oversee client relationships and act as the senior escalation point while elevating client retention and overseeing onboarding quality and service level agreement performance.
Deliver excellence in traditional real estate accounting outputs, including all elements of AR, AP, Treasury Management, Financial Close Process & Reporting, Lease Administration, Fixed Asset Tracking, Budgeting and Forecasting, and client Tax and Audit Support.
Serve as a subject matter expert in best practices within real estate accounting including technical depth in ERP systems and fund/deal structures.
Advance operational automation by embedding technology, analytics, and AI-native tools into the AFS Real Estate workflow.
Develop and coach talent — guide and mentor senior managers, managers, and associates to achieve technical mastery and leadership growth to ensure a strong succession pipeline.
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.
Partner with and expand the team capacity and capabilities with our offshore resources.
Requirements
Bachelor’s degree in Accounting, Finance, or Business required; CPA and/or MBA preferred.
12+ years of progressive experience in real estate 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 real estate or managed services practices.
Strong command of GAAP and complex partnership accounting.
Experience with Yardi Voyager, MRI, Entrada, or equivalent real estate systems highly preferred.
Ability to manage multiple client portfolios while maintaining consistent delivery of reporting with 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.
Benefits
Competitive salary
Professional development opportunities
Job title
Managing Director – Managed Services, Finance and Accounting, Real Estate
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