Client Services Lead

5 days ago

London, Greater London, United Kingdom Baker Tilly US, LLP Full time
About the Role

BTVK Advisory, a leading advisory firm and a member of Baker Tilly International, is seeking a highly skilled professional to join our team as a Director of Client Services. As a key member of our team, you will play a critical role in guiding clients through complex business challenges and helping them achieve their goals.

Key Responsibilities
  • Work closely with clients to provide expert insurance claim and litigation support, prepare detailed damages calculations, and provide forensic accounting and business valuation services to insurers, law firms, corporates, and other stakeholders.
  • Report directly to the Principal and/or Director, overseeing all project phases related to valuation or forensic accounting assignments.
  • Develop and review complex business valuation analyses, including post-M&A matters such as breach of warranty claims and completion accounts/earn-out disputes, as well as non-contentious reporting or information purposes.
  • Apply in-depth knowledge of UK GAAP, IFRS, and IAS in determining Quality of Earnings adjustments for valuation purposes.
  • Prepare comprehensive written reports for clients and in support of the named expert for ADR, arbitration, and Court purposes.
  • Deliver exceptional client service in all client interactions and projects.
  • Communicate effectively, both internally and to clients, including those at an executive level.
  • Manage day-to-day project activities; establish appropriate leverage on project teams and assign/manage project responsibilities to team members, where appropriate.
  • Provide coaching, mentoring, and performance counseling to consultants, clients, and project team members.
  • Balance client, new business development, and practice development activities, including active participation in internal projects and operations along with complying with firm standards.
  • Contribute to the general management of the Consulting Practice and develop and implement a personal plan which sets goals for professional and practice development.
Requirements
  • A Levels and Bachelor's Degree.
  • ACA or ACCA certifications required, with CFA qualification also beneficial.
  • Forensic accounting backgrounds with specific experience in valuation, financial due diligence, and corporate finance highly desired.
  • Audit experience beneficial - candidates with a combination of industry/professional service blend.
  • Demonstrated analytical, problem-solving, organizational, interpersonal, communication skills, and solid Microsoft Suite skills required.
  • 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.
  • Strong project management and facilitation skills.
  • Flexibility to travel to client sites as needed and ability to work beyond core business hours.

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