Principal, Managed Services - Private Equity

Overview

Baker Tilly is a leading advisory, tax, and assurance firm, offering clients a coast-to-coast and global advantage in major U.S. regions and international financial centers. 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 attestation 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.

Job Description

Principal, Managed Services - Private Equity Practice:

Lead the evolution of Financial Services at Baker Tilly. 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. This role combines strategic leadership, client advisory, and platform growth — ideal for someone who thrives at the intersection of finance, technology, and client service.

• What You’ll Do:
• 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.

You’ll Thrive In This Role:

• If you are passionate about building a next-generation fund services platform inside a fast-growing advisory and accounting firm.
• Have mastered the technical depth of fund accounting but want to pair it with strategic leadership and innovation.
• Excel at business development and relationship building with asset managers, fund administrators, and investors.
• Enjoy mentoring high-performing teams and creating a culture of continuous learning and excellence.
• Want to shape how Managed Services deliver measurable value in the Asset Management ecosystem.

Qualifications:

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

Why Baker Tilly?

Join one of the fastest-growing advisory and CPA firms in the U.S., recognized by TIME as one of the World’s Best Companies of 2025. You’ll have the opportunity to shape our Asset Management Managed Services business from the ground up — combining financial acumen, operational excellence, and technology-enabled delivery to redefine what fund administration can be. Own your future. Build what’s next. Join Baker Tilly.