Principal, Managed Services - Private Equity

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. Requirements 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. Ability 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. Core Competencies Demonstrates expertise in Fund Accounting and Administration, with a strong focus on private equity fund structures and GAAP compliance. Proven ability to lead teams, drive business development, and implement operational automation through technology and analytics. Highest-signal resume keywords Fund Accounting Fund Administration Leadership Experience GAAP Compliance Investran ATS Optimization Keywords Hard Skills Fund Accounting Fund Administration Private Equity Fund Structures Capital Rebalances Waterfalls Carried Interest Complex Fee Calculations NAV Calculations Capital Calls Distributions Soft Skills Communication Skills Presentation Skills Relationship Management Team Development Commercial Acumen Certifications & Qualifications CPA MBA Industry Keywords Asset Management Managed Services Client Portfolios Performance Management Business Development Tools & Technologies Investran EFront Allvue AI-Native Tools Analytics #J-18808-Ljbffr Jobtailor