Manager, Tangible Asset Valuation & Advisory

CBIZ Advisory Services; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

CBIZ Advisory Services in the United States is seeking a Manager for its Tangible Asset Valuation practice. The role involves acting as a trusted advisor to clients, leading engagement teams, and ensuring high-quality deliverables while managing budgets and schedules.

Ideal candidates will have a CPA, 5+ years in public accounting, and the ability to travel up to 70% to meet client and business needs. You will contribute to practice development and client growth in a collaborative environment.

Qualifications

• Bachelor's degree in accounting or related field required
• Active CPA or equivalent certification required
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Ability to travel up to 70% as required by client and business needs

Responsibilities

• Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• Manage 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 budget
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Understand the client’s organization, procedures and internal policies
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serves
• Manage and retain multiple client relationships, engagements and special projects
• Develop overall engagement budget
• Consistently meet charge hour goals
• Responsible for billing and realization on assigned clients; explain variances
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned
• Must be able to travel (with some overnights) up to 70% based on client and business needs

Skills

Client relationship management

Staff supervision

Project budgeting

Education

Bachelor's degree

Master’s degree

Job description

CBIZ Advisory Services in the United States is seeking a Manager for its Tangible Asset Valuation practice. The role involves acting as a trusted advisor to clients, leading engagement teams, and ensuring high-quality deliverables while managing budgets and schedules.

Ideal candidates will have a CPA, 5+ years in public accounting, and the ability to travel up to 70% to meet client and business needs. You will contribute to practice development and client growth in a collaborative environment.