Managing Director, Managed Services Real Estate (Asset Management Managed Services)

Job Description: Lead the evolution of Accounting and Finance Services (Real Estate) 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 Real Estate Accounting, Draw Management Services, and Financial Reporting solutions powered by modern technology, intelligent automation, and deep accounting expertise. We’re seeking a Managing Director to lead and expand our Real Estate capabilities within the Asset Management pillar of Managed Services. 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 As a Managing Director, you will be accountable for the growth, operational excellence, and strategic development of Baker Tilly’s Accounting and Finance Services platform — serving Real Estate clients. You’ll oversee teams, develop client relationships, and expand our platform capabilities nationally. Key responsibilities include:

• Lead and scale Baker Tilly’s AFS Real Estate operations within our Asset Management Managed Services practice, including Go-To- Market campaigns, Ideal Client Profile clarity and pipeline discipline.
• 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, revenue planning and key performance outcomes.
• Oversee client relationships and act as the senior escalation point while elevating client retention and overseeing onboarding quality and service level agreement performance
• Deliver excellence in traditional real estate accounting outputs, including all elements of AR, AP, Treasury Management, Financial Close Process & Reporting, Lease Administration, Fixed Asset Tracking, Budgeting and Forecasting, and client Tax and Audit Support.
• Serve as a subject matter expert in best practices within real estate accounting including technical depth in ERP systems and fund/deal structures.
• Advance operational automation by embedding technology, analytics, and AI-native tools into the AFS Real Estate workflow.
• Develop and coach talent — guide and mentor senior managers, managers, and associates to achieve technical mastery and leadership growth to ensure a strong succession pipeline.
• 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.
• Partner with and expand the team capacity and capabilities with our offshore resources.

You’ll Thrive in This Role If You:

• Are passionate about building a next-generation real estate services platform inside a fast-growing advisory and accounting firm.
• Have mastered the technical depth of real estate 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 real estate 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 real estate or managed services practices.
• Strong command of GAAP and complex partnership accounting.
• Experience with Yardi Voyager, MRI, Entrada, or equivalent real estate systems highly preferred.
• Ability to manage multiple client portfolios while maintaining consistent delivery of reporting with 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. The compensation range for this role is $182,150 to $345,330. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Own your future. Build what’s next. Join Baker Tilly. Apply tot his job Apply To this Job