Managing Director, AI Platform Architect at Baker Tilly in Santa Clara, CA

Job description

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: The Managing Director, AI Platform Architect is the founding architect of Baker Tilly's AI Product Group (APG) — the senior-most individual contributor in the organization and the single design authority for the product, agentic, and data architecture of everything APG builds. The architect designs the agent platform the firm's AI products run on (agent harness, orchestration, tool and MCP integration, retrieval, memory and context management, and the evaluation infrastructure that decides what ships), co-designs the intelligence substrate (ontology, knowledge graph, judgment layer) with the substrate lead, chairs APG's technical design authority, and serves as the CAITO's senior technical counsel. This is a hands-on, build-first role: the architect prototypes the patterns product teams then harden, sets the technical bar for the founding engineers, and leads the deliberate absorption of architecture from the firm's expert engineering partners so Baker Tilly owns its platform rather than renting it. Responsibilities Architecture design and standards. Own the target-state architecture for the AI product portfolio and the architecture decision records that make significant decisions transparent, durable, and teachable. Design the agent platform: harness and orchestration patterns, tool and MCP integration, retrieval architecture spanning vector and graph, memory and context management, and the shared services every product consumes. Co-design the intelligence substrate (ontology, knowledge graph, judgment layer) with the substrate lead. Set and steward a model-agnostic model strategy — selection, routing, fallback, fine-tuning versus context strategies, and cost-per-out