Managing Director, Managed Services - Private Equity Fund Services

Baker Tilly Virchow Krause, LLP•New York, NY

69d•Remote

About The Position

At Baker Tilly, we're redefining how middle-market and institutional asset managers run their back office. Through our Managed Services platform, we deliver integrated Fund Accounting, Fund Administration, and Investor Reporting solutions powered by modern technology, intelligent automation, and deep accounting expertise. We're seeking a Managing Director to lead and expand our Fund Accounting & Administration capabilities within the Asset Management pillar of Managed Services. This role combines strategic leadership, client advisory, and platform growth - ideal for someone who thrives at the intersection of finance, technology, and client service. As a Managing Director, you will be accountable for the growth, operational excellence, and strategic development of Baker Tilly's Fund Services platform - serving Private Equity, Venture Capital, Real Estate, and Fund-of-Funds clients. You'll oversee teams, develop client relationships, and expand our platform capabilities nationally.

Requirements

Bachelor's degree in Accounting, Finance, or Business required; CPA and/or MBA preferred.
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.

Nice To Haves

Experience with Investran, eFront, Allvue, or equivalent fund accounting systems highly preferred.

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.