Sr. Manager - Valuations and Litigation

Position: Sr. Manager - Valuations and Litigation

Location: Richmond Hill, ON

Duration: Full - time 

Salary: DOE

Description:

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

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 close-out 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.

• 2-5 years of experience managing a team of professionals.

• 4-7 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 fast-paced, dynamic environment while maintaining very strong attention to detail.