BAS Principal - Valuation, Financial Forensics, Litigation (VFL)

LitmanGerson Associates•Woburn, MA

1d•$140,000 - $230,000•Remote

About The Position

At LGA, our primary focus is on our people. As a Principal in LGA's BAS service line, you will play an integral role in driving the continued growth of our dynamic firm. This is a leadership position for a highly experienced BAS professional who is passionate about client impact, thrives on building trusted client relationships, and is committed to developing and mentoring the team.

Requirements

Bachelor's degree in Accountancy, Marketing, Finance, or a related field
One or more of the following credentials: certified public accountant (CPA), certified valuation analyst (CVA), accredited in business valuation (ABV), chartered financial analyst (CFA), certified business appraiser (CBA), accredited senior appraiser (ASA), certified divorce financial analyst (CDFA)
CPA, CVA, ABV, CBA, or ASA certification is required
10+ years' of recent experience in a related field, with a proven ability to lead and develop client relationships.
Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.).
Strong organizational skills, detail oriented, and able to manage multiple deadlines.
Ability to work with a sense of urgency and be flexible in tasks and time while managing your workload with adjustments to your schedule especially during peak workload times in the service line.

Nice To Haves

Master's degree in Accountancy, Marketing, Finance or a plan to pursue preferred
Experience with the CCH Suite of Products (ProSystem fx Tax, Engagement, Document, Portal) is a plus.
Ability to oversee and troubleshoot BAS software issues, ensuring the firm maximizes efficiency through technology.
Comfortable working in a technology-driven, paperless environment.

Responsibilities

Commitment to understand and advance engagements within valuation, financial forensics and quality of earnings advisory services.
Acts as the firm's preeminent resource in specific technical areas
Provides advice and council to clients, partners, and staff
Manages client expectations, develop solutions, and champions the implementation of client needs and ideas
Consistently meets client deadlines timely and adheres to delivering specific client scopes
Identifies and recommends additional services that would be beneficial to clients
Provides exceptional customer service, ensuring client understands services, processes, etc.
Provides high-level oversight of work performed on clients
Provides technical support to generate leads, contacts, and revenue
Continues to develop and maintain contact with existing clients
Attends Leadership meetings as needed and provide input on firm initiatives, strategies, etc.
Adheres to applicable laws, financial regulations and industry standards
Is a technical resource for partners and staff to resolve issues within practice segments and/or industry specialization(s); resolves issues and risks with client senior management.
Considers a broad range of perspectives when developing new approaches or solutions
Demonstrates innovation and creativity to maximize efficiency and effectiveness on complex engagements; effectively executes plan; proactively updates partner on progress (good and bad), delivers issues with recommendations
Is becoming an expert in broader products and services and is recognized by others as a source for solutions; requires little or no partner involvement
Proactively identifies and communicates issues to clients, provides value added advice; is viewed as a qualitative and quantitative resource for partners and staff to resolve issues within practice segments and/or industry specialization(s)
Identifies best practices in utilizing the Firm's technology platform, keeps abreast of advanced & new technologies, to enhance engagement profitability and client service
Ensures overall quality in Firm procedures and in applying professional standards
Commitment to master all BAS products and services vs. specializing in a given subset
Demonstrated skill in reviewing work prepared by junior team members, identifying errors, and ensuring compliance.
Coaches and mentors senior managers, managers, and junior staff to ensure talent development.
Recognized as a technical resource and thought leader, providing guidance on complex BAS matters.
Excellent attention to detail with the ability to think outside the box
Must have an understanding of corporate and personal income tax regulations
Ability to work independently and as part of a team
Actively involved in bringing in new business and expanding existing client relationships.
Acts as a culture carrier, ensuring alignment with the firm's vision and values.
Respect for compliance and confidentiality.