About The Position

Baker Tilly is seeking a Managing Director to lead and expand its Real Estate capabilities within the Asset Management pillar of Managed Services. This role combines strategic leadership, client advisory, and platform growth. The position is ideal for someone who thrives at the intersection of finance, technology, and client service. The company is redefining how middle-market and institutional asset managers run their back office through its Managed Services platform, delivering integrated Real Estate Accounting, Draw Management Services, and Financial Reporting solutions powered by modern technology, intelligent automation, and deep accounting expertise.

Requirements

  • Bachelor’s degree in Accounting, Finance, or Business required
  • 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.
  • 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.

Nice To Haves

  • CPA and/or MBA preferred
  • Experience with Yardi Voyager, MRI, Entrada, or equivalent real estate systems highly preferred.
  • Willingness to travel occasionally to support clients and firm initiatives.

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.

Benefits

  • Genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers
  • Opportunity to shape our Asset Management Managed Services business from the ground up
  • Compensation range: $182,150 to $345,330
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