• Actively identify and qualify likely leads which require formal firm follow up
• Direct channel development activity to appropriate team leaders for additional follow up
• Work collaboratively with firm leaders to analyze target areas of interest for development and effectively prioritize and plan the best approach to the market area
• Create innovative ideas for industry-focused relationship building events, strengthen firm brand awareness through active external organization and event involvement
• Represent company at regional trade association meetings to promote services
• Work to further develop existing client relationships for other service area in identified regions
• Gather competitive intelligence and knowledge surrounding industry trends, share insights with client services, marketing and sales
• Document business development activity with prospective clients to track and manage information in Firm’s client relationship management (CRM) system
• Promote to the identified audiences on the full range of Baker Tilly service offerings while in the development process

• BS Degree in Accounting, Finance or related field; MBA or MS Degree highly desired
• Ten (10) plus years of experience in school finance as a superintendent or assistant superintendent
• Solid analytical, organizational and project management skills
• Must be able to pass the Series 50 Municipal Advisor exam within one (1) year of hire
• Ability to work under a defined and planned directive with minimal direct day to day supervision for implementation
• Maturity and adaptability – ability to interface with a variety of personality profiles
• Strong written and verbal communication skills
• Ability to travel as needed

Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

Many of Baker Tilly’s roles have the opportunity to work remotely. Please discuss with your 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.