Manager | Tangible Assets Valuation

Overview

This role is for a Manager in the Tangible Asset Valuation practice. The practice provides property insurance and capital asset data collection and valuation services.

Responsibilities

• Serve as a client’s trusted advisor by demonstrating knowledge of industry trends, identifying client issues and conflicts, and proactively communicating solution options to clients and the team.
• Manage staff on engagement deliverables (including financial statements, tax returns, and work papers).
• Participate in 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 delivery within budget.
• Apply proficient technical skills to handle client responsibilities, including knowledge of trends, industries, and applicable alternatives.
• Understand the client’s organization, procedures, and internal policies.
• Support new client development in partnership with upper management; participate in client meetings, presentations, and proposal development; meet individual cross-serve expectations.
• Manage and retain multiple client relationships, engagements, and special projects.
• Develop overall engagement budget.
• Consistently meet charge hour goals.
• Handle billing and realization on assigned clients and explain variances.
• Supervise, train, and mentor staff; listen and communicate effectively.
• Foster a team environment by supporting management decisions and building a positive culture.
• Participate in practice development activities that generate new business and cross-serve opportunities.
• Perform additional responsibilities as assigned.
• Travel is required up to 70% (with some overnights), based on client and business needs.

Minimum Qualifications

• Bachelor’s degree
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, internally and externally
• Ability to travel based on client and business needs
• Proficient use of applicable technology

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field
• Travel up to 70% (with some overnights) based on client and business needs

Location

• Travel required up to 70% (with some overnights) based on client and business needs.