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CBIZ

Valuation Director

CBIZ

Valuation Director overseeing valuation services and client relationships at CBIZ Valuation Group. Leading business development and ensuring quality in corporate valuation processes.

Posted 6/12/2026full-timeHouston • Texas • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact
  • Responsible for short-term and long-term business planning
  • Manages practice effectively meeting billing, realization, days outstanding, and individual charge hour objectives
  • Business development revenue expectations by adding new clients, cross-serve activity, and fully executing personal marketing plan
  • Serve as key client contact; viewed as trusted business advisor by clients
  • Ensure quality control standards are met
  • Lead valuation employee group to meet department objectives
  • Serve as internal advisor on technical matters as a Subject Matter Expert
  • Drive a team environment, demonstrate support of management decisions, and build a positive culture

Requirements

What you’ll need
  • Bachelor's degree required
  • 8 years of experience in public accounting or related field
  • 6 years of supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proven high level of business integrity, client service and leadership skills
  • Must be able to travel based on client and business needs

Benefits

Comp & perks
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
public accountingbusiness planningbilling managementrealization managementcharge hour objectivesbusiness developmentquality controlvaluationclient managementtechnical advisory
Soft Skills
leadershipcommunicationclient serviceteam environmentpositive cultureintegrityprioritizationdeadline managementmultitaskingsupport of management
Certifications
Bachelor's degreeCPA