Principal, Client Accounting Services
Baker Tilly Advisory Group, LP

Job Info

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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.

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.

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:

Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US? Are you inspired to help lead a practice, lead people and make a difference for your clients?If yes, consider joining Baker Tilly (BT) as Principal in our Client Accounting Services Practice (CAS). Our CAS Practice provides all back-office accounting functions for our clients, which may include all transactional services, accounts payable and receivables, or bank transactions. We are searching for an individual that can help grow our Healthcare Industry vertical in this Practice. Our ideal candidate will be based out of our Philadelphia, Dallas or Houston office, but are opened to other locations where we have an office. This role will have a heavy business development focus with building out a book of business, while also serving the clients.You will be an advisor selling, planning and administering large and complex outsourced accounting engagements for healthcare clients. You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with an amazing ownership experience working with some of the most entrepreneurial partners in our field. You will enjoy this role if:

• You are an expert in outsourced accounting services and want to be part of growing a Practice
• You want to work face-to-face with clients to find creative solutions to complex accounting and business challenges
• You want to work for a leading CPA advisory firm that serves middle-market clients, which is growing
• You are passionate about contributing to your team's professional growth and creating endless opportunities now, for tomorrow

What will you do:As a Principal, you will be a trusted leader of Baker Tilly's CAS Practice. You will help grow our Practice, focused on healthcare clients on a National Scale. You will also oversee and lead client relationships on day-to-day delivery and handle all phases of planning and administering large and complex outsourced accounting engagements. This will require extensive knowledge of hands-on GAAP experience. You will be responsible for all aspects of staff development and performance and work side by side with our other Principals in our CAS Practice to drive overall growth for the firm. You will also:

• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firm
• Participate with other service line leadership in developing market positioning and branding, strategy, and messaging
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team members
• Demonstrate leadership, initiative, excellent team skills, and high ethical standards
• Represents the firm at key community events, firm functions, and other meetings

Qualifications

• Bachelor's degree in accounting, or related field. CPA Certification is highly desired.
• Fifteen (15) + years' experience in public accounting, with a focus on outsourced accounting experience working with healthcare clients, with at least five (5+) years of supervisory experience counseling associates
• Must have experience being a Principal/Partner with a professional service firm and have experience building out Practices
• A proven track record of delivering high-quality outsourced accounting services, managing complex accounting issues
• Exceptional leadership experience with demonstrated ability to motivate, inspire and elevate team performance
• Demonstrated ability to develop and maintain long-term client relationships, identify and pursue new business opportunities and generate revenue growth
• A proactive, innovative and solution-oriented mindset with excellent communication, presentation and interpersonal skills
• Must be willing and able to travel as needed to serve clients

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