MarshBerry · 1 month ago
Managing Director, Accounting & Tax
Plano, Texas, United States
Full-time
Onsite
Director/Executive
15+ years expMarshBerry is a growing company seeking a Managing Director to develop and execute strategies for expansion in the Accounting and Tax M&A market. This role involves leading a team, managing client relationships, and ensuring effective delivery of services in the accounting and tax industries.
Financial ServicesManagement Consulting
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
Qualification
Required
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
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
Benefits
Competitive benefits
New challenges
Learning experiences
Company
MarshBerry
MarshBerry is a management consulting firm.
51-200 employees
H1B Sponsorship
MarshBerry has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2025-09-10Acquired
2022-01-18Private Equity
Leadership Team
Kris Figueroa
Chief Financial Officer
Allison Dassani
Director, Chief Operating Officer of Financial Advisory
Recent News
2025-10-09
Company data provided by crunchbase