Overview

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. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

It’s an exciting time to join Baker Tilly! We are looking for a Director to join our Client Accounting Services (CAS) practice.

This role will manage teams providing outsourced accounting and advisory services ensuring accurate financial reporting and being the primary point of contact for client relationships.

Serve the Client – understand and exceed our client’s needs both internal and external.

• Plan and manage multiple large projects, programs and engagements independently and autonomously. Identify project risks and develop appropriate mitigation plans. Effectively leverage the roles of engagement Principal, quality management and subject matter resources in planning, executing, and managing project/engagement activities. Effectively manage the overall financial health of the project.
• Lead the project / engagement staffing process based on client needs, staff development, availability, and skill requirements. Where appropriate, engage “hands-on” in the development of deliverables and other work packages. Review deliverables with project team members and provide constructive feedback. Lead strategic client communication needs (i.e., management team and board meetings). Coach team on communication expectations for each project and client. Engage clients in difficult conversations when required, appropriately challenging client/sponsor thinking to achieve best solution and manage risk.
• Act as a trusted advisor to senior executives in client organizations.
• Introduce change management to clients as part of a complex project, working with the client to build sponsorship of change efforts. Identify unique change needs and work collaboratively to manage change and ensure alignment with engagement and client needs. Develop comprehensive and/ or complex communication plans adapted to each project and client.

Grow the Business – contribute to our practice relationships and growth by understanding the market and business impact.

• Lead by example in demonstrating a client focus, sense of urgency related to sales, business development, and growth. Actively promote a growth and sales orientation to the team.
• Regularly engage clients in business-based conversations to understand needs, challenges, and opportunities. Proactively shape sales efforts leveraging the insights gained through sales research and POV development. Work collaboratively in the sales process to bring best thinking and expertise to each client opportunity.
• Actively manage personal and/or team-based pipelines, applying forecasting, pipeline and opportunity management.
• Lead business development activities on behalf of team and/or market/service offerings. Adapt mix of business development activities based on needs of team, market/service offering and assets to work with (referral sources, personal network, marketing, etc.). Develop appropriate internal relationships with Firm Principals, Business Developers, Senior Leaders to promote internal referral opportunities and collaboration.
• Continually enhances and nurtures professional network based on the needs of team and market/service offerings.
• Lead the creation of strategic, winning proposal approaches, solutions, staffing and pricing. Customizes proposal responses to fit unique client and project situations.
• Work with Principals, and Team Leader to establish strategic pricing and investment approaches for each project and client opportunity.
• Work with team and/or channel, referral source leadership to define program and plan specific to a market/service offering area or team. Work with channel, referral source counterparts to orchestrate co-selling and co-marketing activities.
• Evaluate progress and effectiveness of channel, referral source activities and adjusts accordingly. Work with team and/or leader to adjust channel referral strategies and plans based on changes to the channel or source (reorganizations, new personnel, new product additions, strategic changes, etc.).
• Work with team marketing and leadership to establish overall marketing plan specific to the needs of the team or market/service offering area. Participate in marketing campaigns for your respective market/service offering area (working with Marketing). Evaluate the effectiveness of marketing activities and adjusts marketing mix and spend accordingly.
• Work with client Relationship Manager (RM) to foster the client relationship and develop growth plans adapted from standard SAM toolkit.
• Drive sales, growth, relationship management activities within select clients.
• Lead execution and management of SAM creation process and monitoring of SAM activities.

Run the Business – contribute to daily operations and management of a predictable and profitable business.

• Manage all business drivers in a professional services organization in order to operate efficiently and effectively: sales, labor, utilization/capacity, strategic pricing, expense management, CPE, and innovation investment. Review and/or manage client and project billing process for each engagement on a timely basis. Actively manage financials, WIP, AR, planned vs. unplanned write downs, and team expenses and takes ownership of the related processes.
• Accountable for project inspection preparation activities as appropriate, and facilitate lessons learned discussions. Ensure that deliverables meet quality standards. Ensure that individual / team work is in compliance

Develop our People – prioritize talent development, effectively develop your capabilities and those of others.

• Lead by example in all core values: Collaboration, Integrity, Passion, and Stewardship. Use upward and 360 degree feedback to continue to develop management and leadership skills.
• Create a learning and teaching environment. Provide timely, constructive feedback to junior staff members.
• Develop broader talent strategy and management plans for teams and/or market/service offering.
• Participate in the development and execution of recruiting strategies, take full ownership and consistently make sound recruiting decisions. Develop compelling recruiting profiles for attracting new and experienced hire candidates.

Execute our Strategy – deliver on the vision, values, strategies and goals of the business.

• Interpret overall Firm & Practice vision and strategy and align to a team and/or market/service offering strategy. Clearly communicate the strategies effectively and execute/adapt strategies, as needed.
• Lead input activities to business planning process. Participate and contribute to Firm business planning process via our group’s required contributions.

• Lead and drive progress on initiatives with strategic guidance from Principals.
• Leverage Firm and team’s market/service offerings, capabilities, and industry expertise to address existing or new client challenges. Interpret market/service

Specialized / Technical – develop and apply knowledge unique to a team, market/service offering or client services focus area.

• Subject matter expert in specialized area. Consistently apply specialized knowledge in the evolution and advancement of our market/service offerings and identification of potential new market/service offerings.
• Maintain the highest level of technical competence in the specific technical knowledge competencies / skills for the team.

Qualifications

• Bachelor’s degree in accounting/finance required. Master’s degree and/or CPA preferred, but not required.
• Minimum of ten (10) years of related experience; previous related consulting experience highly preferred; a minimum of five (5) years of supervisory responsibilities highly preferred.
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required.
• Experience working with QuickBooks Online / Sage Intacct / Net Suite preferred
• Strong technical knowledge of current accounting standards (GAAP)
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
• Take ownership of the engagement while managing upward and downward expectations to ensure deadlines are met and project stays on budget
• Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client team, and third-party vendors

• High level of ethical knowledge and commitment

• Superior ability and proven effective oral, written, and interpersonal skills computer software skills appropriate to the specific field
• Proven organizational and problem-solving skills

• Attention to detail along with a commitment to quality and confidentiality

• Flexibility to travel to client site as needed and work outside of normal business hours due to client demands