Valuation Principal

Baker Tilly • New York City, NY

3d

About The Position

Baker Tilly is seeking a Principal focused on Valuation Services to join their team. This role is responsible for business development and oversight of the valuation practice, primarily in the New York metro market. The Valuation group is a leader in valuing businesses, securities, and intangible assets for tax, transaction, and compliance purposes. The Principal will work with firm leadership to serve clients and build the business, mentor and coach staff, and contribute to the firm's success. Baker Tilly offers upward career trajectory, flexibility, and meaningful relationships. The ideal candidate is a leader and industry expert, a trusted business advisor, and wants to contribute to a growing CPA advisory firm.

Requirements

• Bachelor's degree in business, finance, accounting or economics required
• CPA, CFA or ASA designation required
• Minimum fifteen (15+) years of related experience in a complex organization required
• Demonstrated involvement with building and leading high-performing teams and fostering an inclusive culture
• 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

Nice To Haves

• MBA or Master’s in Business Valuations preferred
• Private Equity industry experience preferred
• Experience in public accounting or professional services environment preferred

Responsibilities

• Grow and manage the New York-based Valuation Consulting team, through developing an area of expertise
• Manage/perform consulting engagements as required
• Utilize 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 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

Benefits

• Upward career trajectory
• Flexibility in how and where you get your work done
• Meaningful relationships with clients, teammates and leadership who truly care about you and your development

What This Job Offers

• Job Type: Full-time
• Career Level: Principal