Valuation Principal

Baker Tilly US; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Baker Tilly in New York is seeking a Principal focused on Valuation Services to lead the practice, grow client relationships, and deliver complex valuation engagements. You will mentor staff, drive business development, and collaborate across offices to expand services with private equity clients.

The role emphasizes leadership, strategic development, and delivering high-quality valuation work for tax, transaction and compliance purposes. Extensive travel may be required.

Qualifications

• Bachelor's degree in business, finance, accounting or economics required; MBA or Master’s in Business Valuations preferred
• CPA, CFA or ASA designation preferred
• Minimum fifteen (10+) years of related experience in a complex organization; experience in leading teams and fostering inclusive culture
• History of relationships with private equity firms and their portfolio companies
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook and SharePoint)
• Excellent verbal and written communication skills; self-directed with strong interpersonal skills

Responsibilities

• Grow and manage the New York-based Valuation Consulting team, through developing an area of expertise
• Manage/perform consulting engagements as required
• Develop relationships with private equity firms to generate repeat business and revenue
• Collaborate with other offices and industry groups to develop consulting practices
• Attend valuations industry trade shows and participate in marketing and sales programs
• Develop training programs for clients and prospects
• Present topics at Valuation seminars and webinars
• Write articles for publications in Valuation periodicals
• Develop public speaking opportunities at industry events
• Provide project management and leadership to cross-functional teams
• Support team development and coaching of staff

Skills

Leadership

Business development

Client relationships

Project management

Microsoft Office

Communication

Mentoring

Team leadership

Education

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

MBA or Master’s in Business Valuations (preferred)

Tools

Microsoft Office

SharePoint

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 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. 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 preferred
• Private Equity industry experience preferred
• Minimum fifteen (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
• 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%