Managing Director, Investment Banking & Consulting - Accounting & Tax Practice

Position Summary

MarshBerry is currently seeking a Managing Director to develop and execute the strategy for MarshBerry’s expansion in the Accounting and Tax M&A market for all MarshBerry products and services. This role will be based in one of the following offices: Beachwood OH, Grand Rapids MI, Plano TX, New York NY, Dana Point, CA or Richmond, VA office.

Responsibilities

• Contribute to the development and execution of MarshBerry’s strategy for expansion into the Accounting and Tax M&A market.
• Lead client engagements within the accounting and tax vertical by consulting projects of all sizes and complexity.
• Develop strategy and implementation of client deliverables and maintain the client relationship to ensure successful project execution.
• Serve as client-facing lead on M&A engagements and financial consulting projects of all sizes and complexity, developing strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution.
• Manage the fulfillment of both sell-side and buy-side accounting and tax M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.
• Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability. Fully develop and utilize the company’s capabilities and position the company as a strategic partner.
• Develop prospect and client relationships in the Accounting & Tax industry for all of MarshBerry’s products and services that drive value for our clients and generate new business for MarshBerry.
• Manage existing relationships with clients, vendors and other business unit leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions.
• Identify issues effecting clients/prospects and develop strategies to effectively resolve these issues and concerns. Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete and perform performance management reviews for direct reports.
• Contribute to thought leadership on relevant topics affecting MarshBerry’s clients.
• Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
• Other special projects, tasks or duties as assigned.

Selection Criteria

• Bachelor’s degree in Business, Accounting, Finance, or related degrees (MBA or Master’s of Accountancy are a plus).
• 15-20+ years of related experience and leadership in investment banking, M&A, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services.
• Deep knowledge of the accounting and tax investment banking market.
• Proficient in Microsoft Office Word, Excel, Access, PowerPoint and other software as it applies. CRM experience, preferably Salesforce.

Other

• Ability to travel up to 50% of the time; includes overnight and limited weekend travel.
• Ability to work flexible and/or extended hours as needed.
• Analytical, proactive problem solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Excellent project management; with analytical, organizational and problem solving abilities.
• Self-motivated with ability to multi task; able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines, along with capacity to work, on multiple projects on any given day, under pressure to create accurate results, demonstrating thoroughness and monitors work to ensure quality.
• Confident: Poised and acts in a confident manner to facilitate completion of work assignment or to defend a position or idea.