Senior Manager, Assurance and Advisory

1 day ago

Richmond Hill, Ontario, Canada Grewal Guyatt LLP Full time
About Grewal Guyatt LLP

Grewal Guyatt LLP is a leading Professional Services firm based in Richmond Hill, Ontario, specializing in Assurance, Accounting, Estate Planning, Tax Consulting, Forensics, Advisory, Business Valuations, and Litigation Support Services.

Our firm has experienced significant growth through organic expansion and strategic acquisitions, serving high net worth families, real estate developers, fintech companies, medical, dental, and legal professionals, nationally recognized organizations, professional athletes, and various not-for-profit entities.

We pride ourselves on providing quality service to our clients, competitive with the most well-known accounting firms, thanks to the strength of our people.

Job Summary

We are seeking an experienced professional to join our team as a Director, Planning. The successful candidate will be responsible for leading engagement planning, including preparing and reviewing quotes/budgets, identifying primary and other issues, determining approach, assigning tasks to staff, etc.

Liaising with clients to acquire information, manage expectations, and provide progress updates is also a key aspect of this role.

The ideal candidate will have a strong background in valuations and litigation support, with experience in financial modeling and valuation analysis, as well as expertise in matrimonial litigation, including income determinations.

Advanced Excel skills, including proficiency with IF and Vlookup functions, are essential for this role.

Responsibilities
  • Lead engagement planning, including preparing and reviewing quotes/budgets, identifying primary and other issues, determining approach, assigning tasks to staff, etc.
  • Liaise with clients to acquire information, manage expectations, and provide progress updates.
  • Review models/schedules and reports, with a particular focus on litigation support engagements.
  • Train and develop Associates, Junior Associates, and interns.
  • Conduct annual performance reviews with Associates and Interns.
  • Deliver KPI results to Managing Partners and Executive team.
Requirements
  • ~2-5 years of experience managing a team of professionals.
  • ~4-7 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).
What We Offer
  • Annual performance bonus
  • Social events

We recognize that the growth of our firm is attributable to our people, and we reward our team members by providing attractive compensation and supporting career development.

We cultivate inclusion through our commitment to a respectful, approachable, and open-door environment.

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