About The Position

Baker Tilly is seeking a Managing Director to lead and grow its Managed Services practice in Florida, primarily serving the Real Estate and Technology industries. This senior executive role is responsible for strategic growth, client relationships, service delivery, and building a scalable, high-performing practice that delivers long-term client value. The Managing Director will work with Managed Services leadership, industry leaders, client service teams, finance and accounting professionals, technology and operations teams, offshore delivery teams, and growth leaders to expand the firm’s market presence across Florida. The role focuses on accelerating growth, improving market positioning, and expanding recurring revenue. The Managing Director will develop business opportunities and differentiated offerings, strengthen existing client relationships, and deliver integrated managed services addressing clients’ financial and operational needs. The position also oversees engagement quality and profitability, develops scalable delivery models, identifies technology-enabled improvements, and builds and develops a high-performing team.

Requirements

  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
  • Significant progressive leadership experience in managed services, finance and accounting outsourcing (FAO), business process outsourcing (BPO), accounting, consulting, or related professional services.
  • 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 ability to originate business, develop executive-level client relationships, expand accounts, and drive sustainable revenue growth.
  • Meaningful experience serving Real Estate and/or Technology clients, including understanding their industry-specific financial, operational, and business challenges.
  • Established professional relationships and market knowledge in Florida, with the ability to use an existing network to generate opportunities and strengthen market presence.
  • Experience overseeing complex client engagements, developing scalable service delivery models, and ensuring high-quality, profitable outcomes.
  • Experience collaborating across service lines, industry practices, and functional teams to develop integrated client solutions and support 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 ability to influence senior stakeholders and navigate complex business environments.

Nice To Haves

  • CPA, MBA, or other relevant professional credentials.

Responsibilities

  • Lead the strategic direction, growth, and overall performance of the Managed Services practice in Florida, with a primary focus on Real Estate and Technology.
  • Develop and execute a market growth strategy to expand Baker Tilly’s presence, originate business, strengthen relationships, and increase recurring managed services revenue.
  • Build and expand 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 client relationships and expand existing accounts through business development, executive networking, cross-selling, referrals, and industry partnerships.
  • Partner with Real Estate, Technology, Managed Services, Advisory, Tax, and other firm leaders to identify opportunities and deliver integrated solutions.
  • Provide executive oversight of engagements to support service quality, client satisfaction, operational efficiency, and profitable delivery.
  • Develop scalable service delivery models, processes, performance metrics, and operating standards.
  • Identify opportunities to use technology, automation, AI-enabled solutions, and process improvements to improve service delivery and client value.
  • Build, mentor, and develop a high-performing team; support talent acquisition, succession planning, professional development, and resource management.
  • Establish and maintain relationships in Florida’s Real Estate and Technology business communities and represent Baker Tilly at industry events, professional associations, and through strategic networking.
  • Collaborate with regional and national leadership to align practice growth, investment priorities, service capabilities, and operations with the firm’s broader Managed Services strategy.
  • Drive accountability for revenue growth, profitability, client retention, delivery excellence, talent development, and market expansion.

Benefits

  • Comprehensive compensation and benefits package for eligible employees.
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