Managing Director

7 days ago

Philadelphia, United States Baker Tilly US, LLP Full time

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.

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._**Responsibilities**:
Baker Tilly is looking for a Managing Director for our Higher Educational Practice. In this role, you will be a leader, responsible in execution for growing our business and provding client service, staff development, working relationships, quality control and other responsibilities specific to serving our Higher Educational clients.

Responsbilites include:

- 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., steering committee). 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.
- 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 Partners, 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, Partners, 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 stra

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