Director, Transitions Process Team Leader - Managed Services
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.

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Job Description:


About the AFS Transitions Team

As part of Baker Tilly's Managed Services offering, the Accounting & Finance Services (AFS) Transitions team helps new clients stabilize financial operations, implement cloud accounting systems, and design scalable processes. We focus on project-based work that sets clients up for long-term success before they transition to recurring service teams.

Position Summary

The Director, Transition Process Team Leader, provides strategic oversight for enterprise-wide delivery of new client engagements-from diagnostic assessment through onboarding, system implementation, process design, and transition to recurring services - across all platforms, geographies and industries. This role drives quality, consistency, and operational excellence through standardized methodologies, performance management, and disciplined project execution to ensure profitable, high quality outcomes and seamless client experience.

Key Responsibilities

Leadership & Governance

• Establish and maintain transition standards, workflows, and best practices.
• Oversee team performance to ensure timely, accurate, and consistent delivery.
• Serve as an escalation point for complex accounting, process design, and client reporting issues.
• Manage resource allocation, utilization, and team efficiency.
• Promote consistency and standardization in scope, timelines, enterprise pricing, and quality standards across engagements, minimizing customization.

Assessment & Solution Design

• Conduct structured client assessments to identify objectives, risks, system requirements, and reporting needs.
• Translate assessment findings into clear, actionable project plans.
• Review transition plans for quality, accuracy, and adherence to firm standards.
• Implement quality-control measures to mitigate risk and ensure accuracy.

Onboarding & Technology Implementation

• Oversee account cleanup, data migration, workflow setup, and baseline reporting.
• Identify and implement efficiency and automation opportunities.
• Lead standardization efforts to improve onboarding consistency and client experience.
• Support system integration and configuration across multiple accounting platforms.
• Provide authoritative guidance on GAAP and related accounting principles.

Quality & Risk Management

• Establish risk-identification, escalation, and mitigation protocols.
• Maintain compliance with firm standards and quality-assurance checkpoints.
• Maintain clear phase-exit criteria for smooth transitions to recurring services.
• Facilitate knowledge sharing, training, and development for team members.

Methodology & Standardization

• Develop and maintain onboarding playbooks, templates, tools, and KPIs.
• Ensure consistency across regions, teams, and industry pillars.

Stakeholder Engagement

• Partner with practice leaders and business development to align delivery with client expectations and commercial objectives.
• Collaborate with the Transitions Technology Team Leader on system and workflow decisions.
• Provide transparent, consistent reporting on progress, risks, and financial performance.

Qualifications

• Bachelor's degree in Accounting or related field; CPA strongly preferred
• Minimum 12 years of experience in accounting and client onboarding/ implementation leadership
• Extensive experience in CAS or managed accounting services, including multi-platform ERP implementations
• Deep knowledge of GAAP, financial reporting, and Managed Services operations
• Proven ability to design and implement scalable accounting processes
• Demonstrated success managing multiple complex projects simultaneously
• Experience leading successful distributed teams and driving quality, efficiency, and profitability
• Strong relationship-building and advisory capabilities

The compensation range for this role is $182150 to $345,330. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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