Managing Director - Valuation Services

Baker Tilly US; Dallas (TX); On-site; USD 240,000 - 452,000; Full time

Job summary

Baker Tilly US is seeking a Managing Director of Valuation Services in Dallas to lead business development and oversight of the valuation practice. This role focuses on growing the Valuation Consulting group and delivering high-impact services for tax, transaction and compliance needs.

The candidate will guide cross-office collaboration, develop training programs, and represent the firm through industry events and publications, while driving thought leadership and client value.

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%

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

Skills

Leadership

Business development

Project management

Client service

Communication

Time management

Travel readiness

Education

Bachelor's degree in business/finance/accounting/economics

MBA or Master’s in Business Valuations

CPA/CFA/ASA designation

Tools

Microsoft Office

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%

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.