Job Description

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:

Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US?

Are you inspired to lead people and make a difference for your clients?

If yes, consider joining Baker Tilly (BT). Baker Tilly has an incredible career opportunity for a Principal to join our growing Forensic, Litigation & Valuation Services Practice (FLVS). Our Forensic, Litigation & Valuation Services Practice has a domestic and international presence with team members working throughout the United States and Internationally.  Our Practice delivers solutions to law firms and corporate clients in key areas , including:  

Independent cross-border fraud and forensic investigations

Money laundering investigations and compliance

Whistleblower matters

Litigation support

Internal control design and review

Monitorships and regulatory compliance

Compliance services

Audits of Third Parties and Building of Third Party Programs

Business disputes and computation of economic damages

Root cause analysis

Corporate Governance

Board training and governance review

This role will be based out of our Manhattan office and will have responsibility to build out New York, along with a National Reach. You will be a valued business advisor delivering industry-focused forensic and litigation support services to our clients.  You will work side-by-side with firm leadership and our associates to serve clients and build the business, having a direct impact on the firm’s success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to provide you with amazing ownership experience working with some of the most entrepreneurial partners in our field.

You will enjoy this role if:

You have heavy experience in forensic accounting, or litigation support working with clients in a professional services firm

You are excited about the developing business as well as serving your clients in forensic accounting and litigation support

You want to work for a leading CPA advisory firm which is growing, growth means more opportunity

You are passionate about contributing to your team’s professional growth and your continued development, creating endless opportunities now, for tomorrow

What will you do:

You will be a trusted leader of Baker Tilly’s Forensic, Litigation and Valuation Services Practice positively impacting your clients through:

Assume responsibility for all project phases related to forensic accounting, and litigation support and apply insights and knowledge to identify issues and processes to enable clients to solve complex, sensitive matters.

Manage day-to-day project activities; establish appropriate leverage on project teams and assign/manage project responsibilities to team members.

Carry out the quantification of claims on behalf of Insurers, Loss Adjusters, Lawyers, and others with a large focus on analysis of data and financial information and draft expert reports and client presentations

Oversee the work, lead engagements, and guide team members, ensuring quality best practices

Develop and maintain strong client relationships, engage in new business development, and participate in firm business development activities, including the creation of presentations and proposals.

Participation in though leadership, including writing white papers/articles and speaking on behalf of Baker Tilly at industry events.

Qualifications:

A bachelor’s degree in accounting, finance, economics or a related discipline; Master’s degree preferred

CPA, CFE, CFF or other relevant certification required

A minimum of fifteen years’ experience in forensic accounting, and litigation support in a professional service firm, ideally as a Partner/Principal. Must have experience working directly with large corporations. Combination of professional services and industry experience will be considered

Previous experience building out teams along with mentoring and coaching teams

Proven experience in servicing clients and building out a book of business and thought leadership experience including publications, speaking engagements

• Individuals in this position must have demonstrated computer skills and experience with accounting software, particularly Microsoft Excel, Word, Outlook, and PowerPoint; with a high level of proficiency in data analysis and financial modeling

Experience with project management and process improvement methodologies as well as proven written and verbal communication skills, organizational skills, ability to work in a fast-paced, and deadline-driven environment across multiple units

Flexibility to travel locally and internationally to client sites as needed and ability to work beyond core business hours. 

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