SR MANAGER- VALUATION LITIGATION
SR MANAGER- VALUATION LITIGATION
Posted on :
21-09-2024
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1 Vacancy
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Job Description
Position: Sr. Manager Valuations and Litigation
Location: Richmond Hill Ontario
Salary: $130K $150K
Skills Must Have:
- Canadian CPA and CBV designation (CFF or CFE completed)
- 5 years of experience in valuation and litigation support at another CPA firm in Canada
- 3 years of experience managing a team
- Experience and understanding of auditing personal and corporate taxation
- Must be able to work hybrid in their Richmond Hill office
About this Job:
Role and Responsibilities:
- Engagement planning including preparing and reviewing quotes/budgets identifying primary and other issues determining approach assigning tasks to staff etc.
- Reviewing budgets and timelines for each engagement throughout each month.
- Tracking file status and ensuring that progress is consistent with expectations.
- Liaising with clients to acquire information manage expectations and provide progress updates.
- Detailed review of models/schedules and reports with a particular focus on litigation support engagements (e.g. shareholder disputes matrimonial disputes estate litigation quantification of damages etc.).
- Communication of constructive criticism to direct reports.
- Maintenance of Job Status List daily/weekly and communication of file status to partners.
- Assistance with expected monthly billings and review of actual invoices.
- Where necessary update of schedules and reports as well as other completion documents in order to closeout files in an efficient manner.
- Developing business proposals and presentations communicated to current and prospective clients.
- Train and develop Associates Junior Associates and interns.
- Conduct annual performance reviews with Associates and Interns.
- Meet target billable hours and engage in business development activities.
- Continuous improvement: Critically assess internal processes and templates and recommend improvements on an ongoing basis.
- Provide upward feedback to improve processes and communication.
- Create and implement division Standard Operating Procedures (SOPs).
- Deliver KPI results to the Managing Partners and Executive team.
Requirements:
- CPA and CBV designations.
- CFF or CFE designations are considered assets.
- 25 years of experience managing a team of professionals.
- 47 years of experience in valuations and litigation support.
- Technical skills and understanding for accounting and auditing as well as personal and corporate taxation.
- Expertise in financial modeling and valuation analysis.
- Experience with matrimonial litigation including income determinations.
- Experience in estate litigation and/or quantification of damages considered an asset.
- Experience with personal injury and income capacity reports considered an asset.
- Advanced Excel skills (must be proficient with IF and Vlookup functions as well as others; VBA an asset).
- Excellent written and verbal communication skills.
- Ability to perform in a fastpaced dynamic environment while maintaining very strong attention to detail.
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Employment Type
Full Time
Key Skills
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