Forensics, Litigation & Valuation Services Director

November 28, 2024

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Baker Tilly US

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Baker Tilly US is a professional services firm offering accounting, assurance, tax, and business advisory services. The company provides a wide range of services, including cybersecurity, artificial intelligence consulting, ESG and sustainability advisory, and risk advisory. Baker Tilly serves numerous industries such as construction, energy, healthcare, higher education, and real estate by offering industry-specific insights and solutions. It is also part of the Baker Tilly International network, the 10th largest accountancy and advisory network globally.

Assurance • Tax • Analytics • Governance • Risk

5001 - 10000 employees

💸 Finance

🏢 Enterprise

📋 Description

• As a Director, this individual must display the leadership skills to currently be, or be on track to be a Partner. • We are looking for someone willing to be focused on expanding Baker Tilly’s presence globally, offering expertise within their industry and generating new business opportunities for Baker Tilly. • The Director is responsible for multiple technically specialized and complex engagements or projects. • They effectively execute client service, staff development, practice development, administrative operations, leadership, working relationships, quality control and other responsibilities specific to the group or function. • Gathers information about subject businesses as necessary to complete assigned engagements, on site where needed. • Leads a team in analyzing data and preparing calculations and reports. • Provides valuable financial insight and clarity to clients during all stages of an engagement, from case theory development through to expert witness testimony. • Impeccably prepared and effectively handles meetings and calls with clients and opposing parties. • Maintains active communication with clients to manage expectations, ensure satisfaction, achieve deadlines are met, and lead change efforts effectively. • Effectively delegates and supervises project assignments to the appropriate staff level. • Involved in recruiting, training, supervising, and retaining professional and support staff. • Responsible for staff mentoring and career development. • In relation to the above, maintains exceptional attention to details. • Strives for error free work product and communications. • Shows initiative to provide updates and briefings to Principals involved on file, such that leadership are aware of project status. • Early identification of resources needed for project completion – including resources beyond those of business unit. • Independently and jointly with global colleagues grows existing practice area (book of business),and promotes the broad range of the firm’s capabilities. • Develops and executes clear client development plans, taking into account other contacts of Baker Tilly worldwide. • Teams with others on proposals and BD calls. • Writes articles for various industry, firm, and other publications. • Works with Partners to achieve overall strategic plan for the team. • Actively participates in professional organizations, client functions, events, and lunches. • Conducts presentations and seminars. • Maintains a consistent involvement in industry functions and involves staff. • Takes the initiative to keep current with personnel/employment changes among our current and prospective client groups. • Strives to remain knowledgeable and current with respect to his/her relevant industry news and trends. • Acts with the highest professional ethics and in accordance with the relevant professional standards and practices at all times, including the regulations and professional ethics of the Institute of Chartered Accountants and other governing bodies as applicable. • Takes direction from Principals and keeps Principals current on all files. • Minimizes firm risk on projects and proposals. • Assists in office administration requirements and practices. • Maximizes his/her own utilization and that of other Baker Tilly staff by seeking or outsourcing work from/to other Baker Tilly professionals when it is appropriate to do so. • Performs other related duties and assignments as required.

🎯 Requirements

• Bachelor’s degree in a specialized field required. • Minimum of ten (10) years of related experience; previous related industry and consulting experience highly preferred; a minimum of eight (8) years of supervisory responsibilities highly preferred. • Possess and maintain valid CPA certification • Demonstrated management, analytical, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills (Word, Excel) required. • Excellent Project Management skills with proven success leading projects. • Substantial experience in practice area(s). • Highly analytical, with expertise in financial analysis. • Exceptional interpersonal, written, and verbal communication skills. • Knowledge and experience to oversee the work of others. • Readily available to subordinates to answer questions or give instructions. • A sense of urgency and a commitment to timely completion of projects. • Attention to detail along with a commitment to quality and confidentiality. • Flexibility to travel to client meetings as needed and work outside of normal business hours due to client demands.