Managing Director, Forensics, Litigation & Valuation Services

Baker Tilly•Miami, FL

3d•$224,230 - $336,340

About The Position

Baker Tilly is seeking a Managing Director to lead multiple technically specialized and complex engagements or projects in Forensics, Litigation & Valuation Services. The role requires leadership capabilities consistent with being, or being on track to become, a Principal (Partner). The Managing Director will help expand Baker Tilly’s global presence, especially in South America, bring industry expertise to clients, and generate new business opportunities. The Managing Director is responsible for client service, staff and practice development, administrative operations, leadership, working relationships, quality control, and other group-specific responsibilities. The role includes leading engagement teams, providing financial insight throughout client matters—from case theory development through expert witness testimony—and maintaining high-quality work and communications. The Managing Director also supports strategic planning, manages accounts receivable and work in progress, and contributes to recruiting, training, mentoring, and retaining staff. The position includes substantial business development responsibilities, including growing the practice with global colleagues, developing client plans, contributing to proposals and business development calls, publishing articles, participating in professional organizations and client events, and presenting at seminars. The Managing Director works with Principals and Partners, follows applicable professional standards and ethics, helps manage firm risk, supports office administration, and may travel to client meetings or work outside normal business hours in response to client demands. The stated compensation range is $224,230 to $336,340. Actual compensation depends on relevant factors such as skills, experience, qualifications, certifications, work arrangements, location, and business needs. Baker Tilly offers a compensation and benefits package to eligible employees.

Requirements

Bachelor’s degree in a specialized field.
At least 10 years of related experience.
CPA, CFE, CFF, or another relevant certification.
Maintain applicable certifications for the area of work, such as ACA/FCA or ACCA/FCCA.
Demonstrated management, analytical, organizational, interpersonal, project management, and communication skills.
Highly developed Microsoft Suite skills, including Word and Excel.
Excellent project management skills with proven success leading projects.
Exceptional interpersonal, written, and verbal communication skills.
Commitment to completing projects on time and to a high standard.
Ability to travel to client meetings as needed and work outside normal business hours in response to client demands.
Leadership skills to be a Principal (Partner) or be on track to become one.
Ability to work in accordance with relevant professional standards and ethics.

Nice To Haves

Previous related industry and consulting experience.
At least eight years of supervisory responsibilities.
Forensic investigation skills.
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.
Fluency in Spanish and Portuguese.

Responsibilities

Gather information about subject businesses for assigned engagements, including on-site work when needed.
Lead teams in analyzing data and preparing calculations and reports.
Provide clients with financial insight and clarity throughout engagements, from case theory development through expert witness testimony.
Prepare for and handle client and opposing-party meetings and calls; communicate with clients to manage expectations, satisfaction, deadlines, and change efforts.
Delegate and supervise project assignments at appropriate staff levels.
Recruit, train, supervise, retain, mentor, and support the career development of professional and support staff.
Maintain exceptional attention to detail and strive for error-free work products and communications.
Assist Principals with strategic planning across relevant business lines.
Manage accounts receivable and work in progress.
Grow the existing practice area and promote the firm’s capabilities independently and with global colleagues.
Develop and execute client development plans that account for Baker Tilly contacts worldwide.
Collaborate on proposals and business development calls.
Write articles for industry, firm, and other publications.
Work with Partners to achieve the team’s strategic plan.
Participate in professional organizations, client functions, events, and lunches; conduct presentations and seminars.
Maintain involvement in industry functions and involve staff.
Monitor personnel and employment changes among current and prospective client groups.
Stay current on relevant industry news and trends.
Act ethically and in accordance with applicable professional standards, practices, and governing-body requirements.
Take direction from Principals and keep them current on files.
Minimize firm risk on projects and proposals.
Assist with office administration requirements and practices.
Maximize personal and staff utilization, including seeking or outsourcing work with other Baker Tilly professionals when appropriate.
Perform other related duties and assignments as required.