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CBIZ

Valuation and Litigation Senior Manager

CBIZ, Boston, MA


With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.     CBIZ has been honored to be the recipient of several national recognitions for 2023:           Best and Brightest Companies to Work for in the Nation      Top Workplaces USA      Top Workplaces - Financial Services Industry      Best and Brightest Companies in Wellness      Great Place to Work Certification  Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.All candidates must be able to work in the office and/or client location a minimum of 3 days per week.Essential Functions and Primary DutiesServe as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and teamManage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budgetDemonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.Understand the client’s organization, procedures and internal policiesResponsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serveManage and retain multiple client relationships, engagements and special projectsDevelop overall engagement budgetConsistently meet charge hour goalsResponsible for billing and realization on assigned clients; explain variancesSupervise, train and mentor staff; listen and communicate effectivelyFoster a team environment; demonstrates support of management and decisions and build a positive cultureParticipate in practice development activities that lead to the generation of new business and the opportunities for cross-servesAdditional responsibilities as assigned  Preferred QualificationsMaster’s degree in Accounting, Taxation or related field ASA or CFA Minimum Qualifications RequiredBachelor’s degree required; Master’s degree preferred in Accounting, Finance or relevant field7 years experience in public accounting or related field5 years supervisoryMust have and preserve required licensesAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on business needs #LI-DNI