Senior Manager, Valuation and ESOP Transactions

CBIZ

Valuation & ESOP Transaction Senior Manager at CBIZ overseeing diverse transactions and client engagements. Focusing on ESOP advisory and financial analyses in a collaborative team environment.

Posted 5/23/2026full-timeRemote • Texas • 🇺🇸 United StatesSenior💰 $150,000 - $200,000 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.

Requirements

What you’ll need

Bachelor's degree required
8 years experience in public accounting or related field
5 years supervisory
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on business needs

Benefits

Comp & perks

Competitive compensation and benefits

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysiseconomic researchreport preparationdata analysisproject management

Soft Skills

leadershipcommunicationclient managementteam developmentprioritization

Certifications

CPA