Managing Director - Business Valuation Services

Baker Tilly Advisory Group, LP; New York (NY); On-site; USD 240,000 - 452,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States seeks a Managing Director of Valuation Services to lead the practice and drive growth across tax, transaction and compliance work. You will oversee engagements, mentor teams, develop proposals, present at industry events, and contribute to marketing initiatives while traveling up to 30%.

You will lead a team of professionals, build client relationships, and work with cross‑office groups to expand the firm’s valuation capabilities and market

Qualifications

• Bachelor's degree in business, finance, accounting or economics required.
• MBA or Master’s in Business Valuations preferred; CPA, CFA or ASA designation required.
• Minimum of 10 years of related experience; leading high-performing teams and fostering an inclusive culture.

Responsibilities

• Grows and manages the group's Valuation Consulting practice, through developing an area of expertise
• Manages/performs consulting engagements as required
• Assists with proposals and business development, including the development of marketing materials and web-based marketing initiatives
• Collaborates with other offices and industry groups to manage and develop consulting practices
• Attends valuations industry trade shows and conferences and participates in firm-wide marketing and sales programs
• Assists in the development of training programs for existing clients and prospects
• Participates as a presenter of topics Valuation seminars and webinars
• Writes and/or co-authors articles for publications Valuation periodicals
• Develops and participates in public speaking opportunities at industry trade shows and conferences
• Leverages technical knowledge and experience to provide effective project management and practice development

Education

Bachelor's degree in business, finance, accounting or economics

MBA or Master’s in Business Valuations preferred

CPA, CFA or ASA designation required

Tools

Microsoft Office

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.

Authorized Recruitment Agency Information

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.

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.

Job Description

The Managing Director of Valuation Services will be responsible for business development and oversight of the valuation practice. The firms’ Valuation group is recognized as a leader in the valuation of businesses, securities, and intangible assets for a wide range of tax, transaction and compliance purposes.

Responsibilities

• Grows and manages the group's Valuation Consulting practice, through developing an area of expertise
• Manages/performs consulting engagements as required
• Assists with proposals and business development, including the development of marketing materials and web-based marketing initiatives
• Collaborates with other offices and industry groups to manage and develop consulting practices
• Attends valuations industry trade shows and conferences and participates in firm-wide marketing and sales programs
• Assists in the development of training programs for existing clients and prospects
• Participates as a presenter of topics Valuation seminars and webinars
• Writes and/or co-authors articles for publications Valuation periodicals
• Develops and participates in public speaking opportunities at industry trade shows and conferences
• Leverages technical knowledge and experience to provide effective project management and practice development

Qualifications

• Bachelor's degree in business, finance, accounting or economics required; MBA or Master’s in Business Valuations preferred CPA, CFA or ASA designation required
• Private Equity industry experience preferred
• Minimum of 10 years of related experience in a complex organization required; including demonstrated involvement with building and leading high-performing teams and fostering an inclusive culture; experience in public accounting or professional services environment preferred
• Prior success in leading key business development, project delivery and practice development activities required
• Must demonstrate immediate success to the firm around practice development, providing thought leadership and meeting target sales goals by having an established network and participating in various market facing activities, such as industry presentations, webcasts, professional networking events, etc.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook and SharePoint)
• Exceptional client service skills, experience serving mid-market clients preferred
• Excellent verbal and written communication skills; self-directed professional with strong interpersonal skills
• Effective time management and organizational skills, proven ability to prioritize while simultaneously managing multiple client engagements and priorities
• Ability to travel as needed, approximately 30%

Compensation

The compensation range for this role is $240,000 to $452,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Equal Opportunity Statement

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.

Company Overview (Repeat)

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.