Job Openings Sr. Manager - Valuations and Litigation

About the job 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.