Valuation and ESOP Transaction Manager

CBIZ

Valuation & ESOP Transaction Manager in CBIZ Valuation Group handling engagements for privately held companies. Manage projects and team members while ensuring high-quality deliverables and client communication.

Posted 5/21/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $125,000 - $175,000 per yearWebsite

About the role

Key responsibilities & impact

Lead engagements end‑to‑end—from scoping and analysis through delivery—driving projects to completion.
Manage and develop junior team members; set milestones and ensure execution.
Communicate with clients throughout the engagement; present findings and deliverables in a clear, decision‑oriented, value‑adding way.
Perform and review complex financial analyses and economic/industry research.
Oversee preparation and quality of reports, exhibits, tables, and presentations across multiple models and assignments.
Contribute to practice development and process improvements.
Additional responsibilities as assigned

Requirements

What you’ll need

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

Benefits

Comp & perks

competitive compensation and benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysiseconomic researchreport preparationdata analysisproject management

Soft Skills

leadershipcommunicationteam developmentclient engagementpresentation skills

Certifications

CPA