Senior Manager Valuations and Litigation

2 weeks ago

Mon Village, India Thomas Talent Network Full time
Job Title: Senior Manager Valuations and Litigation

At Thomas Talent Network, we are seeking a highly skilled and experienced Senior Manager to lead our Valuations and Litigation team. As a key member of our team, you will be responsible for managing a team of professionals and providing expert guidance on valuation and litigation support services.

Key Responsibilities:
  • Engagement planning, including preparing and reviewing quotes/budgets, identifying primary and other issues, determining approach, assigning tasks to staff, etc.
  • Reviewing budgets and timelines for each engagement throughout each month.
  • Tracking file status and ensuring that progress is consistent with expectations.
  • Liaising with clients to acquire information, manage expectations, and provide progress updates.
  • Detailed review of models/schedules and reports with a particular focus on litigation support engagements (e.g. shareholder disputes, matrimonial disputes, estate litigation, quantification of damages, etc.).
  • Communication of constructive criticism to direct reports.
  • Maintenance of Job Status List daily/weekly and communication of file status to partners.
  • Assistance with expected monthly billings and review of actual invoices.
  • Where necessary, update of schedules and reports as well as other completion documents in order to close out files in an efficient manner.
  • Developing business proposals and presentations communicated to current and prospective clients.
  • Train and develop Associates, Junior Associates, and interns.
  • Conduct annual performance reviews with Associates and Interns.
  • Meet target billable hours and engage in business development activities.
  • Continuous improvement: Critically assess internal processes and templates and recommend improvements on an ongoing basis.
  • Provide upward feedback to improve processes and communication.
  • Create and implement division Standard Operating Procedures (SOPs).
  • Deliver KPI results to the Managing Partners and Executive team.
Requirements:
  • CPA and CBV designations.
  • CFF or CFE designations are considered assets.
  • 25 years of experience managing a team of professionals.
  • 47 years of experience in valuations and litigation support.
  • Technical skills and understanding for accounting and auditing as well as personal and corporate taxation.
  • Expertise in financial modeling and valuation analysis.
  • Experience with matrimonial litigation including income determinations.
  • Experience in estate litigation and/or quantification of damages considered an asset.
  • Experience with personal injury and income capacity reports considered an asset.
  • Advanced Excel skills (must be proficient with IF and VLOOKUP functions as well as others; VBA an asset).
  • Excellent written and verbal communication skills.
  • Ability to perform in a fast-paced dynamic environment while maintaining very strong attention to detail.

Key Skills: Canadian CPA, Valuation, Estate Litigation, Personal Taxation, Litigation, Written Communication, Corporate Taxation, Quantification of Damages, Matrimonial Litigation, Attention to Detail, Financial Modeling, CBV Designation, Communication, Fast-Paced Environment, Verbal Communication, CFF, Excel Skills, CFE, Litigation Support, Auditing

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