Practice Manager - Managed Services
Baker Tilly US · Illinois, United States · 1 mo ago
RemoteRemoteManufacturing$92k–$186k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually we have Overview (company description) maybe as About the role? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real, specific content. We have Overview (company description) - could be "About the role" or maybe "About Baker Tilly". The instruction says use headings like About the role, Responsibilities, etc. We can use "About the role" for overview of role? But we have overview of company, not role. However we can still put "About the role" heading and include the overview description (the first paragraph about Baker Tilly). That seems appropriate.
Responsibilities: we have a big list under Responsibilities Job Description. We'll put that under
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real, specific content. We have Overview (company description) - could be "About the role" or maybe "About Baker Tilly". The instruction says use headings like About the role, Responsibilities, etc. We can use "About the role" for overview of role? But we have overview of company, not role. However we can still put "About the role" heading and include the overview description (the first paragraph about Baker Tilly). That seems appropriate.
Responsibilities: we have a big list under Responsibilities Job Description. We'll put that under Responsibilities
with - items.
Requirements/Qualifications/Skills: The posting includes "The Successful Candidate Will Have" bullet list. That includes education, experience, skills. We can split into Requirements (education/experience) and Skills (skills). But we can also combine. The instruction: prefer few substantive sections over many thin ones. We could have a single "Requirements" section covering education, experience, and skills. Or separate Qualifications and Skills. Let's see content: bullet list includes:
- Bachelor’s degree in Accounting, Finance, Business Administration, Management, or a related field preferred or 9 years of relevant experience in lieu of 5 years of operations or practice management experience required. (some weird phrasing)
- Minimum of two (2) years of experience within a professional services or consulting environment preferred.
- Demonstrated analytical, organizational, problem solving, project management, and change management skills.
- Strong written and verbal communication skills with the ability to collaborate effectively across multiple teams and leadership levels.
- Ability to manage multiple priorities and operational initiatives in a fast-paced, deadline-driven environment.
- Demonstrated ability to drive accountability, operational execution, and continuous improvement initiatives.
- Strong interpersonal skills and ability to build collaborative relationships across the organization.
- Experience interpreting operational and financial reporting to support business decisions and operational planning.
- Self-starter with strong initiative, sound judgment, and the ability to work independently when needed.
- Demonstrated professionalism, integrity, and discretion in handling confidential and sensitive information.
- Demonstrated technical proficiency with Microsoft Office Suite including Excel, PowerPoint, Word, and reporting platforms such as Power BI.
- Ability to work 45 or more hours per week as needed.
- Ability to travel; potentially up 15%.
We can put these under Requirements (education/experience) and Skills (skills). But many are skills. Could combine.
Pay: we have pay range: $92,000 - $186,000. Also note "The pay rate range for this job position are listed below." So we should include Pay section.
Benefits: mention "Baker Tilly offers a comprehensive compensation and benefits package to eligible employees." No specifics. That's vague; we should not create Benefits section unless specific content. Since only generic statement, we should omit Benefits.
Schedule: not specified besides ability to work 45+ hours, travel. Not a schedule. So omit Schedule.
We also have some metadata like "Please discuss the work location status with your Baker Tilly talent acquisition professional..." That's boilerplate? It's about work location status; could be considered minor metadata. We can fold into a short p or drop. Probably drop.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep the overview description (the first paragraph about Baker Tilly). Also the note about "Please discuss the work location status..." maybe not substantive; it's instruction to discuss with TA. Could be considered minor metadata; we can drop.
We must not repeat job title as heading. No job title given explicitly; we can ignore.
We must not put Job ID/requisition numbers as headings.
We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The EEO statement is present; we must remove it. Also the unsolicited resumes paragraph etc. Remove those.
Thus final HTML:
About the role
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.
Responsibilities
- Support the operationalization of processes, tools, and operating models to drive consistency, scalability, and alignment with firm standards.
- Coordinate execution of operational initiatives and process improvements, ensuring timely delivery and alignment with business objectives.
- Identify operational gaps and opportunities to improve efficiency, enhance team effectiveness, and support best practice adoption.
- Serve as a point of coordination for operational escalations across the engagement lifecycle (e.g., engagement setup, contracting, resourcing, compliance, and financial processes).
- Support adherence to operational processes, internal controls, firm policies, engagement documentation requirements, and operational standards to promote operational integrity and mitigate risk.
- Assist in the implementation, adoption, and change enablement efforts related to new processes, technologies, reporting, and operational initiatives.
- Support implementation of strategic initiatives, operational changes, system implementations, and process transitions across the practice.
- Partner with practice leadership to translate strategic priorities into operational action plans and support execution of key business objectives.
- Coordinate and cascade firm, service line, and practice communications to promote alignment, transparency, and engagement.
- Collaborate with ESO teams including Finance, Resource Management, Talent Management, Enterprise Technology, Legal, and Client Operations to improve operational effectiveness and system utilization.
- Support weekly, monthly, quarterly, and annual business meetings, operational reviews, and leadership planning activities.
- Develop presentation materials, reporting, and communications aligned to business strategy and operational priorities.
- Partner with Finance to interpret firmwide dashboards and reporting, helping identify financial trends, risks, and business implications.
- Review operational performance indicators including chargeable hours, utilization, overtime, engagement profitability, travel, and controllable expenses to support operational decision-making.
- Monitor project quality and engagement lifecycle compliance requirements, including Accounts Receivable (AR), Work in Process (WIP), engagement documentation, contracting, and related operational processes.
- Support expense management activities related to employees, subcontractors, vendors, software, and subscriptions.
- Respond to operational and financial risks, trends, and outliers through follow-up coordination, analysis, and issue resolution support.
- Consolidate operational insights and reporting to support business health monitoring and leadership decision-making.
- Partner with Resource Management and leadership to support staffing alignment and operational readiness.
- Review business pipeline reporting and identify potential staffing constraints, resource gaps, or operational risks.
- Support recruiting priorities based on business strategy, staffing demand, growth projections, and skillset needs.
- Coordinate onboarding activities for new team members, including experienced hires, campus hires, and team members joining through acquisition activity.
- Support integration and stabilization efforts related to operational transitions and newly integrated teams.
- Maintain awareness of team member skills, experiences, and career goals to help support staffing alignment and business needs.
- Support execution of training, onboarding, and continuing professional education (CPE) initiatives.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, Management, or a related field preferred or 9 years of relevant experience in lieu of 5 years of operations or practice management experience required.
- Minimum of two (2) years of experience within a professional services or consulting environment preferred.
- Demonstrated analytical, organizational, problem solving, project management, and change management skills.
- Strong written and verbal communication skills with the ability to collaborate effectively across multiple teams and leadership levels.
- Ability to manage multiple priorities and operational initiatives in a fast-paced, deadline-driven environment.
- Demonstrated ability to drive accountability, operational execution, and continuous improvement initiatives.
- Strong interpersonal skills and ability to build collaborative relationships across the organization.
- Experience interpreting operational and financial reporting to support business decisions and operational planning.
- Self-starter with strong initiative, sound judgment, and the ability to work independently when needed.
- Demonstrated professionalism, integrity, and discretion in handling confidential and sensitive information.
- Demonstrated technical proficiency with Microsoft Office Suite including Excel, PowerPoint, Word, and reporting platforms such as Power BI.
- Ability to work 45 or more hours per week as needed.
- Ability to travel; potentially up to 15%.
Pay
The national pay range is: $92,000 - $186,000
We should also include note about internal candidates eligibility? That's a line: "All internal candidates are eligible for consideration regardless of location". That's substantive; we could add to Requirements or a separate note. Could add a inside Requirements or after. Since it's about eligibility, we could add a short paragraph after Requirements. But we prefer few sections; maybe add a
under Requirements after list. However we must not create a new heading unless needed. We can add a
inside Requirements section after the list.
Thus after the
for Requirements, add All internal candidates are eligible for consideration regardless of location.
Check for any duplicated lines: we removed EEO, unsolicited resumes, recruitment agency instructions, etc.
Check for any leftover boilerplate: The line "Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring." We dropped that. Good.
Check for any mention of "Baker Tilly offers a comprehensive compensation and benefits package to eligible employees." That's generic; we omitted Benefits section. Could we include it as a short p under Pay? It's about benefits but vague. The instruction says never create Benefits section unless posting actually states them. It does state a generic sentence, but not specific benefits. It's still a statement about benefits. However it's vague; but it's still substantive? It says they offer a comprehensive compensation and benefits package. That's a statement but not specific. The instruction: "Prefer a few substantive sections over many thin ones." Could include a short p under Pay or after Pay. But we already have Pay section; we could add a sentence: "Baker Tilly offers a comprehensive compensation and benefits package to eligible employees." as a under Pay. That would be adding detail but not inventing. It's not a separate section. That seems okay.
Thus under Pay
About the role
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.
Responsibilities
- Support the operationalization of processes, tools, and operating models to drive consistency, scalability, and alignment with firm standards.
- Coordinate execution of operational initiatives and process improvements, ensuring timely delivery and alignment with business objectives.
- Identify operational gaps and opportunities to improve efficiency, enhance team effectiveness, and support best practice adoption.
- Serve as a point of coordination for operational escalations across the engagement lifecycle (e.g., engagement setup, contracting, resourcing, compliance, and financial processes).
- Support adherence to operational processes, internal controls, firm policies, engagement documentation requirements, and operational standards to promote operational integrity and mitigate risk.
- Assist in the implementation, adoption, and change enablement efforts related to new processes, technologies, reporting, and operational initiatives.
- Support implementation of strategic initiatives, operational changes, system implementations, and process transitions across the practice.
- Partner with practice leadership to translate strategic priorities into operational action plans and support execution of key business objectives.
- Coordinate and cascade firm, service line, and practice communications to promote alignment, transparency, and engagement.
- Collaborate with ESO teams including Finance, Resource Management, Talent Management, Enterprise Technology, Legal, and Client Operations to improve operational effectiveness and system utilization.
- Support weekly, monthly, quarterly, and annual business meetings, operational reviews, and leadership planning activities.
- Develop presentation materials, reporting, and communications aligned to business strategy and operational priorities.
- Partner with Finance to interpret firmwide dashboards and reporting, helping identify financial trends, risks, and business implications.
- Review operational performance indicators including chargeable hours, utilization, overtime, engagement profitability, travel, and controllable expenses to support operational decision-making.
- Monitor project quality and engagement lifecycle compliance requirements, including Accounts Receivable (AR), Work in Process (WIP), engagement documentation, contracting, and related operational processes.
- Support expense management activities related to employees, subcontractors, vendors, software, and subscriptions.
- Respond to operational and financial risks, trends, and outliers through follow-up coordination, analysis, and issue resolution support.
- Consolidate operational insights and reporting to support business health monitoring and leadership decision-making.
- Partner with Resource Management and leadership to support staffing alignment and operational readiness.
- Review business pipeline reporting and identify potential staffing constraints, resource gaps, or operational risks.
- Support recruiting priorities based on business strategy, staffing demand, growth projections, and skillset needs.
- Coordinate onboarding activities for new team members, including experienced hires, campus hires, and team members joining through acquisition activity.
- Support integration and stabilization efforts related to operational transitions and newly integrated teams.
- Maintain awareness of team member skills, experiences, and career goals to help support staffing alignment and business needs.
- Support execution of training, onboarding, and continuing professional education (CPE) initiatives.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, Management, or a related field preferred or 9 years of relevant experience in lieu of 5 years of operations or practice management experience required.
- Minimum of two (2) years of experience within a professional services or consulting environment preferred.
- Demonstrated analytical, organizational, problem solving, project management, and change management skills.
- Strong written and verbal communication skills with the ability to collaborate effectively across multiple teams and leadership levels.
- Ability to manage multiple priorities and operational initiatives in a fast-paced, deadline-driven environment.
- Demonstrated ability to drive accountability, operational execution, and continuous improvement initiatives.
- Strong interpersonal skills and ability to build collaborative relationships across the organization.
- Experience interpreting operational and financial reporting to support business decisions and operational planning.
- Self-starter with strong initiative, sound judgment, and the ability to work independently when needed.
- Demonstrated professionalism, integrity, and discretion in handling confidential and sensitive information.
- Demonstrated technical proficiency with Microsoft Office Suite including Excel, PowerPoint, Word, and reporting platforms such as Power BI.
- Ability to work 45 or more hours per week as needed.
- Ability to travel; potentially up to 15%.
Pay
The national pay range is: $92,000 - $186,000
We should also include note about internal candidates eligibility? That's a line: "All internal candidates are eligible for consideration regardless of location". That's substantive; we could add to Requirements or a separate note. Could add ainside Requirements or after. Since it's about eligibility, we could add a short paragraph after Requirements. But we prefer few sections; maybe add a
under Requirements after list. However we must not create a new heading unless needed. We can add a
inside Requirements section after the list. Thus after the
- for Requirements, add
All internal candidates are eligible for consideration regardless of location.
Check for any duplicated lines: we removed EEO, unsolicited resumes, recruitment agency instructions, etc. Check for any leftover boilerplate: The line "Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring." We dropped that. Good. Check for any mention of "Baker Tilly offers a comprehensive compensation and benefits package to eligible employees." That's generic; we omitted Benefits section. Could we include it as a short p under Pay? It's about benefits but vague. The instruction says never create Benefits section unless posting actually states them. It does state a generic sentence, but not specific benefits. It's still a statement about benefits. However it's vague; but it's still substantive? It says they offer a comprehensive compensation and benefits package. That's a statement but not specific. The instruction: "Prefer a few substantive sections over many thin ones." Could include a short p under Pay or after Pay. But we already have Pay section; we could add a sentence: "Baker Tilly offers a comprehensive compensation and benefits package to eligible employees." as aunder Pay. That would be adding detail but not inventing. It's not a separate section. That seems okay. Thus under Pay