Valuation Principal

Baker Tilly Advisory Group, LP; New York (NY); On-site; USD 250,000 - 350,000; Full time

Job summary

Baker Tilly Advisory Group, LP seeks a Principal focused on Valuation Services to lead and grow the New York metro valuation practice. You will drive business development, manage client engagements, and mentor a team of staff, partnering with leadership to expand services and client base.

You will collaborate with firm leadership, leverage your PE relationships, and contribute to training, publications, and industry engagement, while guiding project delivery and strategic growth across the

Qualifications

• Bachelor’s degree in business, finance, accounting or economics.
• MBA or Master’s in Business Valuations preferred.
• CPA, CFA or ASA designation required.
• Fifteen+ years of related experience in a complex organization.
• Experience leading high-performing teams in professional services.
• Established relationships with private equity firms.
• Proven success in business development, project delivery and practice development.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, SharePoint).
• Excellent verbal and written communication skills and strong interpersonal abilities.
• Ability to travel as needed, approximately 30%

Responsibilities

• Grow and manage the New York-based Valuation Consulting team, through developing an area of expertise.
• Manage/perform consulting engagements as required.
• Network and build relationships (especially with private equity) to acquire new clients and revenue.
• Collaborate with other offices and industry groups to develop practices.
• Attend valuations industry events and participate in firm-wide marketing and sales programs.
• Develop training programs for clients and prospects.
• Present valuation topics at seminars and webinars.
• Write articles for valuation publications and contribute to industry materials.
• Develop speaking opportunities at industry events and conferences.
• Provide effective project management and ensure client profitability.

Skills

Leadership

Business development

Client relations

Strategic thinking

Communication

Mentoring

Project management

Team building

Networking

Travel readiness

Microsoft Office

Education

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

MBA or Master’s in Business Valuations

CPA, CFA or ASA designation

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 (BakerTilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. BakerTilly 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 BakerTilly, are independent members of BakerTilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43000 professionals and a combined worldwide revenue of $5.2billion.

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.

Job Description

Are you interested in joining one of the fastest growing public accounting firms? If yes, consider joining Baker Tilly (BT) as a Principal focused on Valuation Services. The Principal of Valuation Services will be responsible for business development and oversight of the valuation practice, primarily in the New York metro market. The firm's 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. You will work side‑by‑side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills.

If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You will enjoy this role if:

• You are looking for an opportunity to be a leader and industry expert to the clients you serve
• You can see yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges
• You want to work for a leading CPA advisory firm in growth mode and you want the opportunity to continue building out our clients
• You want to contribute to your engagement team’s professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow

What You Will Do

• Grow and manage the New York-based Valuation Consulting team, through developing an area of expertise
• Manage/perform consulting engagements as required
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally (especially with private equity firms) with the goal of acquiring new repeat referral sources, clients, projects, and revenue
• Collaborate with other offices and industry groups to manage and develop consulting practices
• Attend valuations industry trade shows and conferences and participate in firm‑wide marketing and sales programs
• Assist in the development of training programs for existing clients and prospects
• Participate as a presenter of topics Valuation seminars and webinars
• Write and/or co‑author articles for publications Valuation periodicals
• Develop and participate in public speaking opportunities at industry trade shows and conferences
• Leverage technical knowledge and experience to provide effective project management and practice development
• Manage cross‑functional teams to deliver engagements and ensure client profitability targets are met
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members, helping associates meet their professional goals

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 fifteen (15+) 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
• History of relationships with private equity firms and their portfolio companies
• 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)
• 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 lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the “big picture” as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
• Ability to travel as needed, approximately 30%

A member of our People Solutions team will follow up with you to discuss your specific needs.