Managing Director, Forensics, Litigation & Valuation Services

Baker Tilly Advisory Group, LP; Miami (FL); On-site; USD 224,000 - 336,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Managing Director with strong leadership to expand Baker Tilly’s presence globally, especially South America, and to generate new business opportunities for the firm.

The Managing Director is responsible for multiple complex engagements, client service, staff development, and business development, while upholding high professional standards and flexibility to travel as required.

Qualifications

• Bachelor’s degree in a specialized field.
• 10 years of related experience; 8+ years supervisory preferred.
• CPA, CFE, or CFF certification required.
• Certifications for applicable area (ACA/FCA, ACCA/FCCA).
• Strong management, analytical, organizational, interpersonal skills; Excel proficiency.
• Willingness to travel and work outside normal hours.

Responsibilities

• Gathers information about subject businesses as necessary to complete assigned engagements, on site where needed.
• Leads a team in analyzing data and preparing calculations and reports.
• Provides valuable financial insight and clarity to clients during all stages of an engagement, from case theory development through to expert witness testimony.
• Impeccably prepared and effectively handles meetings and calls with clients and opposing parties.
• Maintains active communication with clients to manage expectations, ensure satisfaction, achieve deadlines are met, and lead change efforts effectively.
• Responsible for staff mentoring and career development.
• Will assist Principals with strategic planning across relevant business lines.
• Will be directly involved in Accounts Receivable and Work in Progress management.

Skills

Leadership

Project management

Communication

Analytical thinking

Staff development

Education

Bachelor’s degree

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. 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

As a Managing Director, this individual must display the leadership skills to currently be or be on track to be a Principal (Partner). We are looking for someone willing to be focused on expanding Baker Tilly’s presence globally (especially South America), offering expertise within their industry and generating new business opportunities for Baker Tilly. The Managing Director is responsible for multiple technically specialized and complex engagements or projects. They effectively execute client service, staff development, practice development, administrative operations, leadership, working relationships, quality control and other responsibilities specific to the group or function.

Primary Duties and Responsibilities

• Gathers information about subject businesses as necessary to complete assigned engagements, on site where needed.
• Leads a team in analyzing data and preparing calculations and reports.
• Provides valuable financial insight and clarity to clients during all stages of an engagement, from case theory development through to expert witness testimony.
• Impeccably prepared and effectively handles meetings and calls with clients and opposing parties.
• Maintains active communication with clients to manage expectations, ensure satisfaction, achieve deadlines are met, and lead change efforts effectively.
• Effectively delegates and supervises project assignments to the appropriate staff level.
• Involved in recruiting, training, supervising, and retaining professional and support staff.
• Responsible for staff mentoring and career development.
• In relation to the above, maintains exceptional attention to details.
• Strives for error free work product and communications.
• Will assist Principals with strategic planning across relevant business lines
• Will be directly involved in Accounts Receivable and Work in Progress management

Business Development

• Independently and jointly with global colleagues grows existing practice area (book of business) and promotes the broad range of the firm’s capabilities.
• Develops and executes clear client development plans, taking into account other contacts of Baker Tilly worldwide.
• Teams with others on proposals and BD calls.
• Writes articles for various industry, firm, and other publications.
• Works with Partners to achieve overall strategic plan for the team.
• Actively participates in professional organizations, client functions, events, and lunches.
• Conducts presentations and seminars.
• Maintains a consistent involvement in industry functions and involves staff.
• Takes the initiative to keep current with personnel/employment changes among our current and prospective client groups.
• Strives to remain knowledgeable and current with respect to his/her relevant industry news and trends.

General

• Acts with the highest professional ethics and in accordance with the relevant professional standards and practices at all times, including the regulations and professional ethics of the Institute of Chartered Accountants and other governing bodies as applicable.
• Takes direction from Principals and keeps Principals current on all files.
• Minimizes firm risk on projects and proposals.
• Assists in office administration requirements and practices.
• Maximizes his/her own utilization and that of other Baker Tilly staff by seeking or outsourcing work from/to other Baker Tilly professionals when it is appropriate to do so.
• Performs other related duties and assignments as required.

Qualifications

• Bachelor’s degree in a specialized field required.
• Minimum of ten (10) years of related experience; previous related industry and consulting experience highly preferred; a minimum of eight (8) years of supervisory responsibilities highly preferred.
• CPA, CFE, CFF, or other relevant certification required.
• Possess / maintains certification(s) for applicable area of work (ACA/FCA, ACCA/FCCA etc.).
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required.
• Excellent Project Management skills with proven success leading projects.
• Exceptional interpersonal, written, and verbal communication skills.
• Commitment to timely completion of projects to a high quality.
• Flexibility to travel to client meetings as needed and work outside of normal business hours due to client demands.

Preferred Qualifications

• Forensic skills in investigations
• Forensic skills in post transaction closing disputes – especially in the Representations and Warranties (“R&W”) / Warranty and Indemnity (W&I) insurance space
• Business Valuation skills in disputes
• Testifying expert witness experience
• Language skills – Fluency in Spanish and Portuguese

The pay range for this position is $224,230 to $336,340. This range represents a good‑faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case.

Baker Tilly offers a compensation and benefits package to eligible employees.

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.

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