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

MarshBerry is growing! We are seeking a Managing Director to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, new challenges, and learning experiences.

Job Details

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. The Managing Director will lead a team focused on clients in the accounting and tax industries. This individual will bring a unique blend of investment banking acumen and technical knowledge about accounting and tax industry, enabling them to drive value through new business development and the execution across complex deals. They will develop and maintain client relationships, lead the delivery of client engagements, and ensure MarshBerry’s services are delivered effectively and efficiently.

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

Education & Experience:

• 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.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

Equal Opportunity Employer


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