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:





Baker Tilly is seeking a highly experienced and motivated Senior Manager to lead our Primary Disclosure Group within the Municipal Advisory consulting team. The successful candidate will oversee a team of approximately 10 professionals and ensure the highest standards of accuracy, compliance, and transparency in our public finance disclosures.


Responsibilities

• Lead and manage the Primary Disclosure Group, providing strategic direction and oversight to a team of approximately 10 professionals.


• Ensure compliance with all relevant regulations, rules and guidelines pertaining to municipal disclosure.


• Develop and implement policies and procedures to maintain the integrity and accuracy of disclosure documents.


• Oversee the preparation and review of official statements, continuing disclosure reports, and other public finance documents.


• Collaborate with other departments to ensure all disclosures meet regulatory requirements.


• Provide training and mentorship to team members, fostering a culture of excellence and continuous improvement.


• Stay abreast of industry trends and changes in regulations and common practices related to municipal finance and disclosure documents.


• Act as the primary point of contact for principals, directors and staff internally, and other stakeholders on disclosure-related matters.


• Conduct regular reviews and assessments of disclosure practices to identify areas for improvement.

• Bachelor's degree in Finance, Accounting, Public Administration, or related field; Master's degree preferred.


• Minimum of 7-10 years of experience in public finance, with a strong focus on municipal disclosure.


• Proven leadership experience, with the ability to manage and develop a high-performing team.


• In-depth knowledge of municipal securities regulations, including SEC and MSRB rules.


• Excellent analytical, organizational, and communication skills.


• Detail-oriented with a strong commitment to accuracy and compliance.


• Ability to work collaboratively in a fast-paced and dynamic environment.


• Will be required to sit for and pass the Series 50 and Series 54 exams.