Valuation Director: Strategy, Growth & Client Advisory

CBIZ Advisory Services

Houston (TX)

On-site

USD 120,000 - 160,000

Full time

14 days+

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Job summary

CBIZ Advisory Services in Houston, Texas seeks a Financial Valuation Director responsible for ensuring client relationships and revenue generation through new business initiatives. The ideal candidate will have extensive experience in public accounting and supervisory roles.

Qualified applicants must possess a Bachelor's degree and an active CPA. Responsibilities include managing practice objectives, providing quality assurance, and serving as a key advisor to clients.

Qualifications

  • 8 years of experience in public accounting or related field.
  • 6 years of supervisory experience.
  • Active CPA or equivalent certification required.

Responsibilities

  • Responsible for short‑term and long‑term business planning.
  • Manages practice meeting billing and realization objectives.
  • Business development through adding new clients and executing marketing plans.
  • Serve as key client contact and trusted business advisor.
  • Ensure quality control standards are met.

Skills

Business integrity
Client service
Leadership skills
CPA certification

Education

Bachelor's degree
Master's degree (preferred)

Tools

Proficient use of applicable technology

Job description

CBIZ Advisory Services in Houston, Texas seeks a Financial Valuation Director responsible for ensuring client relationships and revenue generation through new business initiatives. The ideal candidate will have extensive experience in public accounting and supervisory roles.

Qualified applicants must possess a Bachelor's degree and an active CPA. Responsibilities include managing practice objectives, providing quality assurance, and serving as a key advisor to clients.

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