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Job Description
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.