Job Title or Location
RECENT SEARCHES

SR. MANAGER- VALUATION & LITIGATION

Thomas Talent Network - 14 Jobs
Richmond Hill, ON
Full-time
Management
Posted 7 days ago
Position: Sr. Manager - Valuations and LitigationLocation: 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 “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.&

Share This Job: