Principal, Managed Services – Private Equity

Baker Tilly US

Principal leading Managed Services platform in private equity for Baker Tilly. Overseeing growth and client relationships in fund accounting and administration operations.

Posted 7/30/2026full-timeNew York City • New York • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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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 AccountingFund AdministrationLeadership ExperienceGAAP ComplianceInvestran

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fund AccountingFund AdministrationPrivate Equity Fund StructuresCapital RebalancesWaterfallsCarried InterestComplex Fee CalculationsNAV CalculationsCapital CallsDistributions

Soft Skills

Communication SkillsPresentation SkillsRelationship ManagementTeam DevelopmentCommercial Acumen

Tools & Technologies

InvestranEFrontAllvueAI-Native ToolsAnalytics

Certifications & Qualifications

CPAMBA

Industry Keywords

Asset ManagementManaged ServicesClient PortfoliosPerformance ManagementBusiness Development

About the role

Key responsibilities & impact

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

What you’ll need

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.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities