Senior Manager, Assurance and Advisory
2 days ago
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.
Job SummaryWe 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.
Key Responsibilities- 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.
- 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.).
- 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.
- CFF or CFE designations considered assets.
- ~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).
- 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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