Business Valuation Director

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Baker Tilly is seeking an experienced Business Valuation Director to join our growing Valuation practice. The Director will lead complex valuation engagements, develop and maintain trusted client relationships, contribute to practice growth and provide technical and professional leadership to valuation team members.

This position is ideal for an accomplished valuation professional who combines strong technical expertise with sound business judgment, exceptional client-service skills and a demonstrated ability to develop people and grow a professional services practice.

The Business Valuation Director will work with privately held businesses, public companies, private equity firms, family offices, legal counsel, financial institutions and other stakeholders. Engagements may involve valuations for financial reporting, tax planning and compliance, mergers and acquisitions, ownership transitions, corporate planning and other strategic purposes.

Responsibilities

Client Engagement and Project Leadership

• •Lead complex business valuation and advisory engagements from initial scoping through final delivery.
• •Serve as the primary client contact and maintain responsibility for engagement quality, timing, economics and client satisfaction.
• •Develop engagement scopes, work plans, budgets, staffing models and delivery schedules.
• •Oversee valuations of business enterprises, equity interests, intangible assets, complex securities and other financial instruments.
• •Prepare and review clear, supportable and defensible valuation reports, presentations and other client deliverables.
• •Present valuation findings to senior executives, boards, audit committees, legal counsel, auditors and other stakeholders.
• •Address technical questions and respond effectively to challenges from auditors, regulators, tax authorities, opposing experts and other third parties.
• •Identify changes in engagement scope, manage client expectations and resolve project issues before they affect delivery.

Technical Valuation Leadership

• •Provide technical leadership on valuation matters involving:
• •Mergers, acquisitions and corporate transactions
• •Purchase price allocations and business combinations
• •Goodwill and intangible-asset impairment testing
• •Fair value measurements
• •Equity compensation and stock-based awards
• •Complex debt, preferred equity, options, warrants and derivative instruments
• •Estate and gift tax planning
• •Ownership succession and shareholder planning
• •Buy-sell agreements and corporate reorganizations
• •Litigation, shareholder disputes and economic damages
• •Financial and strategic planning

• •Maintain a strong understanding of relevant accounting, tax, regulatory and professional valuation guidance.
• •Monitor developments in valuation standards, financial reporting requirements, tax regulations, capital markets and industry practices.
• •Develop practical solutions to complex or unusual valuation issues.
• •Promote consistency in the application of valuation methodologies, documentation standards and review procedures.
• •Contribute to the development of valuation templates, models, technical resources and practice guidance.
• •Participate in internal quality reviews and risk-management processes.
• •Coordinate with audit, tax, transaction advisory, litigation, corporate finance and other Baker Tilly professionals when engagem