Manager | Tangible Assets Valuation

CBIZ

$110K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • 5+ years in public accounting or related field
  • 3+ years in a supervisory role
  • Active CPA or equivalent certification
  • Demonstrated client engagement management skills
  • Strong verbal and written communication abilities
  • Proficient in relevant technology

Responsibilities

  • Serve as a trusted advisor to clients, addressing their needs and providing proactive solutions
  • Manage engagement deliverables, ensuring quality control and timely delivery
  • Conduct technical and strategic reviews for client projects
  • Understand client organizational structures and procedures
  • Assist in new client development and participate in proposal efforts
  • Manage multiple client relationships and special projects
  • Supervise and mentor staff, fostering professional development

Benefits

  • Participation in practice development activities
  • Opportunities for cross-serves
  • Supportive team environment with a focus on positive culture
  • Travel opportunities based on client needs
Full Job Description
Job Description

#LI-AM1 #LI-Hybrid #CBIZAdvisory

Responsibilities

CBIZ is hiring a Manager in the Tangible Asset Valuation practice. Tangible Asset Valuation has been providing property insurance and capital asset data collections and valuation services for over 30 years. Our team offers skilled professional consultants, technology, innovative service offerings along with unparalleled customer services.

Essential Functions and Primary Duties
  • 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 serve
  • 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

Preferred Qualifications
  • Master's degree in Accounting, Taxation or related field
  • Must be able to travel (with some overnights) up to 70% based on client and business needs


Qualifications

Minimum Qualifications
  • Bachelor's degree
  • 5 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Must have 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 organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology


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