Valuation Services Manager - Lead Engagements & Growth

RSM US LLP; Boston (MA); On-site; USD 95,000 - 192,000; Full time

Job summary

RSM US LLP in Boston is seeking a Valuation Services Manager to lead complex engagements across financial reporting, tax reporting, and transactions. You will mentor staff, manage client relationships, and contribute to growth while delivering high-quality valuation insights.

The role emphasizes leadership, collaboration, and the ability to identify opportunities, coordinate scoping efforts, and support go-to-market initiatives with senior professionals.

Qualifications

• Bachelor's Degree in Finance, Accounting, Economics, or related area of study.
• 6-8+ years of progressive business valuation experience in advisory environments.
• Professional designation such as ASA, ABV, CPA, CFA, or progress toward completion is preferred.
• Advanced proficiency with Microsoft 365, including Excel, Word, PowerPoint, and Copilot.
• Demonstrated use of automation, data analytics, and generative AI to improve outcomes.
• Ability to travel as needed to support client service and practice development.

Responsibilities

• Lead multiple valuation engagements across financial reporting, tax, and transactions.
• Develop team members, strengthen client relationships, and manage engagement economics.
• Support proposal, scoping efforts, and go-to-market initiatives with practice leaders.
• Balance engagement delivery with talent development and practice growth.

Skills

Leadership

Client relationship management

Data analytics

Automation & AI tools

Microsoft 365 expertise

Travel willingness

Education

Bachelor's in Finance, Accounting, or Economics

Professional designation (ASA/ABV/CPA/CFA) or progress toward

Tools

Copilot

Microsoft 365 (Excel, Word, PowerPoint)

Job description

RSM US LLP in Boston is seeking a Valuation Services Manager to lead complex engagements across financial reporting, tax reporting, and transactions. You will mentor staff, manage client relationships, and contribute to growth while delivering high-quality valuation insights.

The role emphasizes leadership, collaboration, and the ability to identify opportunities, coordinate scoping efforts, and support go-to-market initiatives with senior professionals.