What are the responsibilities and job description for the Principal, Managed Services, Healthcare position at Baker Tilly Advisory Group, LP?
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: Leader – Managed Services (Healthcare Vertical) (Principal or MD), Location: Flexible – preference for New York, Philadelphia, Dallas, or Houston Practice: Managed Services – Accounting, Finance & Human Capital (Healthcare) Are you ready to help shape the future of Managed Services for healthcare clients? At Baker Tilly, we’re reimagining what it means to deliver outsourced business operations — blending accounting, finance, and human capital services with intelligent automation and AI-enabled insights. If you’re an entrepreneurial leader with deep healthcare expertise who thrives on building practices, leading teams, and driving measurable client outcomes, we’d like to meet you. This is more than a client service role — it’s an opportunity to build and expand our Managed Services platform for the healthcare mid-market (payer and provider), helping clients modernize their back office while improving efficiency, accuracy, and scale. What You’ll Do As a Leader, you will lead and grow Baker Tilly’s Healthcare vertical within our Managed Services practice, which delivers end-to-end solutions across Accounting, Finance, and Human Capital. You’ll play a key role in shaping go-to-market strategy, client relationships, and operational excellence across our platform. In this role, you will: Build and grow the healthcare portfolio within Managed Services, focused on mid-market payers, providers, and related organizations. Lead complex outsourced engagements — spanning transactional accounting, financial planning and analysis, payroll, HR, and automation enablement. Develop new business opportunities, partner with our alliances (ERP and automation ecosystems), and represent Baker Tilly in healthcare industry forums. Oversee delivery excellence — ensuring quality, profitability, and compliance across client engagements. Coach and mentor teams across onshore and offshore delivery hubs, developing the next generation of Managed Services leaders. Collaborate across service lines (Advisory, Digital, and Industry teams) to bring integrated solutions to clients. Champion innovation by embedding AI-native tools, analytics, and automation into how services are delivered. You’ll Love This Role If You: Are a builder at heart — excited to expand a growing business within a dynamic national platform. Understand the healthcare ecosystem and the operational challenges CFOs and CHROs face. Believe that Managed Services is the future of how mid-market organizations operate. Are passionate about developing people, creating momentum, and delivering measurable impact for clients. Want to work for one of the fastest-growing advisory and CPA firms in the U.S., recently recognized by TIME as one of the World’s Best Companies. Qualifications Bachelor’s degree in Accounting, Finance, or a related field (CPA highly preferred). 15 years of progressive leadership experience in public accounting, consulting, or managed services — with a focus on outsourced finance and accounting for healthcare clients. Proven success building and leading practices or verticals within a professional services environment. Demonstrated ability to drive business development and manage senior-level client relationships. Strong knowledge of GAAP, financial operations, and process improvement. Outstanding leadership, communication, and collaboration skills. A growth mindset — curious, adaptable, and eager to innovate. Willingness to travel as needed to serve clients and support the team. Why Baker Tilly At Baker Tilly, you’ll join an organization where entrepreneurial thinking meets meaningful impact. We’re investing in a future built around Managed Services, AI enablement, and collaborative leadership — and you’ll be at the center of that transformation. Join us and help redefine what’s possible for our clients, our people, and our profession. 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. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.
