Risk Advisory Services Managing Director

Baker Tilly US; Tewksbury (MA); Hybrid; USD 201,810 - 382,600; Full time

Job summary

Baker Tilly US is seeking a seasoned professional for a leadership role focusing on risk advisory and client service excellence. You'll be an integral part of fostering strong client relationships, managing projects, and ensuring compliance with operational audits.

The successful candidate will possess over ten years of experience in risk advisory with supervisory roles and hold CPA or CIA credentials. This role provides a competitive compensation range and offers opportunities for personal and professional growth.

Qualifications

• 10+ years of experience in risk advisory, audit, or business process reengineering.
• 5+ years of supervisory experience mentoring associates.
• Proven track record in business development.

Responsibilities

• Lead and manage advisory projects ensuring client satisfaction.
• Develop relationships with clients and assess business risks.
• Produce executive summaries for client engagements.

Skills

Leadership and Management

Risk Advisory

Client Relationship Management

Financial Analysis

Education

Bachelor’s Degree in Accounting or related program

CPA, CIA, or equivalent designation

Job description

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.

Responsibilities

• Provide leadership, management and strategic direction with a focus on an exceptional client service experience and financial success
  • Translate firm vision and strategy into an actionable business plan, set objectives and monitor progress
  • Team with marketing to develop sales and marketing plans, pursue expansion within existing client base and new clients, and actively participate in proposals
  • Coordinate firm resources to deliver the best products and services to clients
  • Ensure team members receive meaningful training, challenging work, timely feedback and positive recognition
  • Oversee profitability, including personnel utilization, appropriate service rates and timely fee collection
• Work closely with client executives and management teams to understand their businesses and manage financial and operational risks
  • Develop in‑depth knowledge of clients’ businesses and industries through direct interaction across multiple engagement aspects
  • Think independently and strategically to recommend business and process improvements based on client objectives
  • Provide strategic business advice by supporting implementation of new processes and controls addressing key risks
  • Assess, manage and optimize business risk across operational audit, enterprise risk management (ERM) and SOX compliance
  • Review clients' processes and controls against industry frameworks, identify gaps and communicate recommendations
• Be responsible for significant new business development, including identifying, sourcing, pursuing and winning risk advisory opportunities
• Produce comprehensive executive summaries and final reports for delivery to clients, documenting engagement work papers per industry‑accepted internal audit methodologies
• Act as a valued business advisor, build relationships, and communicate effectively to provide superior client service
• Lead professional and effective presentations to internal and external audiences

Qualifications

• Bachelor’s Degree in Accounting, Accounting Information Systems, or a related program
• CPA, CIA, or equivalent designation(s) required
• Ten (10)+ years of experience in risk advisory, audit, business process reengineering and/or internal controls; internal audit experience in Life Sciences preferred
• Five (5)+ years of supervisory experience mentoring and counseling associates
• Successful track record of building and growing a Risk Advisory practice, including team, client base and revenue management
• Proven track record of new business development
• Ability to lead and supervise others, deliver exceptional client service, and demonstrate commitment to continuous learning, ethical knowledge and urgency for quality and timely project completion
• Ability to travel as needed for client engagements

Compensation

The compensation range for this role is $201,810 to $382,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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.