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.

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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:

This role combines client leadership, business development, and team mentorship, with a clear path toward becoming a visible market leader and representative—“the face”—of the firm’s municipal advisory practice.

The ideal candidate brings strong technical expertise, proven client management skills, and a demonstrated ability to grow business while developing junior professionals, along with a genuine interest in and commitment to serving the public sector and government clients.

Key Responsibilities

Client Leadership & Advisory

• Serve as the primary point of contact for assigned municipal advisory clients

• Lead the delivery of municipal advisory services, including financial strategy, debt issuance support, and ongoing advisory engagements

• Build and maintain long-term client relationships grounded in trust and high-quality service

• Represent clients in interactions with internal teams, external professionals, and stakeholders

Business Development & Sales

• Actively solicit new business, including:

• Expanding services to existing clients

• Developing relationships with prospective clients and securing new engagements

• Develop and execute strategies to grow the firm’s municipal advisory practice

• Meet or exceed defined sales and revenue goals

• Participate in proposals, presentations, and client pitches

Leadership & Staff Development

• Provide day-to-day guidance and oversight to junior staff

• Serve as a job performance coach, including mentoring, feedback, and professional development planning

• Lead by example in technical execution, client service, and business development

• Support training initiatives and help build a strong internal pipeline of municipal advisory talent

Practice Representation & Market Presence

• Grow into a role as a visible leader and representative of the firm in the marketplace

• Attend and participate in industry conferences, client meetings, and networking events

• Contribute to the firm’s reputation through thought leadership and relationship building

Operational & Administrative Responsibilities

• Oversee engagement management, including scope, timelines, and deliverables

• Ensure accurate and timely billing and revenue tracking

• Maintain compliance with regulatory requirements applicable to municipal advisors (e.g., SEC/MSRB rules)

• Support internal reporting and practice management activities

Qualifications

• Bachelor’s degree in finance, public administration, economics, or related field (advanced degree preferred)

• Registered Municipal Advisor Representative (Series 50) or ability to obtain

• Must obtain the Municipal Advisor Principal qualification (Series 54) within six (6) months of joining the firm

• 5–10+ years of relevant experience in municipal finance, public sector advisory, or related field

• Demonstrated success in client management and business development

• Strong understanding of municipal debt structures, capital planning, and financial advisory services

• Proven ability to mentor and develop junior staff

• Knowledge of and/or strong interest in public sector finance, government operations, and serving municipal clients

Key Skills & Competencies

• Leadership and relationship management

• Business development and sales acumen

• Strategic thinking and problem-solving

• Strong communication and presentation skills

• Project management and organizational skills

• High degree of professionalism and ethical judgment

The compensation range for this role is $119,000 - $275,390. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.