Baker Tilly · 4 hours ago
Director, Transitions Process Team Leader – Managed Services
USA TX Frisco
Full-time
Onsite
Director/Executive
$182K/yr - $345K/yr
12+ years expBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The Director, Transition Process Team Leader, provides strategic oversight for enterprise-wide delivery of new client engagements, ensuring quality, consistency, and operational excellence throughout the onboarding and transition processes.
AccountingConsulting
Responsibilities
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
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
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
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
Develop and maintain onboarding playbooks, templates, tools, and KPIs
Ensure consistency across regions, teams, and industry pillars
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
Qualification
Required
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
Company
Baker Tilly
At Baker Tilly, we care about you and the impact you make. That’s why we’re fully committed to your journey, wherever your ambitions take you.
10001+ employees
H1B Sponsorship
Baker Tilly has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Francesca Lagerberg
Chief Executive Officer
Ben Lloyd
Chief Operating Officer
Recent News
International Accounting Bulletin
2026-01-23
bloomberglaw.com
2026-01-16
2026-01-16
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