at Baker Tilly US, LLP in Charlotte, North Carolina, United States
Job Description
Overview
Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.
Many of Baker Tilly’s roles have the opportunity to work remotely. Please discuss with your 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.
Responsibilities
Baker Tilly has an incredible career opportunity for a Manager to join our growing Insurance and Litigation group. As a part of our team, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our client’s most important needs. You will also contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing the best people, and shaping our culture.
Manager on our Global Forensic and Litigation Services team have the unique opportunity to conduct and prepare a wide range of forensic financial analyses; which will require strong analytical, creative, investigative, research, and organizational skills, as well as familiarity with a variety of the field’s concepts, practices and procedures.
It’s an exciting time to join Baker Tilly!
You will enjoy this role if:
You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized
You maintain excellent client relationships by delivering high quality customer service and competently completing client engagements
You are a team player with strong communication skills and desire to work collaboratively with others to meet client needs
You are naturally curious, able to spot the unusual and have a tenacity to discover the cause
You have a willingness to look at detail, without missing or losing the ‘big picture’
You have a readiness to accept that everything one does might be challenged and have the confidence and resilience to handle this as well as pressure and deadlines
You have proven industry experience outside traditional accounting i.e. energy, mining or construction sectors would be an advantage
You feel valued when you are provided the resources and support to continually sharpen your technical skills and build your career now, for tomorrow
What you will do:
Carry out the quantification of claims on behalf of Insurers, Loss Adjusters, Lawyers and others
Analyze data and financial / non-financial information and apply a forensic approach to the work
Carry out basic relevant research (internet-based and site visits) proficiently
Prepare clear, concise reports which can be understood by non-accountants as well as working directly with clients providing financial advisory, litigation support, insurance claim analysis and investigative services
Analyze client documents; understand the flow of information/ documentation; summarize relevant information
Review own work and co-workers' correspondence and work product for errors
Demonstrate the ability to anticipate the next steps in a project, and suggest methods and solutions to supervisory team members
Develop and maintain excellent client relationships
Work with Managers and above to create and modify presentations, industry articles and attend business development meetings and events, as directed
Demonstrate strong networking skills by attending professional organizations, client functions, events, lunches, industry functions, presentations, and seminars as directed. As well as representing the firm professionally through outside events
Demonstrate consistent development of technical skills, accuracy, timelines, and thoroughness in completing work assignments
Determines engagement timelines, in conjunction with the engagement Manager/ Director / Partner, and instructs assistants in time management methods allowing them to efficiently and effectively accomplish the Firm’s objectives
Qualifications
Successful candidates will have:
Must have a Bachelor Degree or equivalent from an accredited college/university in the areas of Accounting and Finance
Working toward or having a CPA/CFE/CA/ACCA or other relevant certification is required
A minimum of six years public accounting or forensic consulting experience required. Will look at candidates with a combination of industry/professional service blend.
Business Interruption and forensics investigations experience
Demonstrated analytical, problem-solving, organizational, interpersonal, communication skills and solid Microsoft Suite skills required
Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties
The ability to work effectively in a team environment and comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
Relevant skills in project execution with hands on experience in the full life-cycle of a project
Excellent written/verbal communications and collaboration skills
Strong project management and facilitation skills
Flexibility to travel to client site as needed and ability to work beyond core business hours
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