RSM US LLP

Valuation Services Director

RSM US LLP

full-time

Posted on:

Location Type: Office

Location: Chicago • California • Illinois • United States

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Salary

💰 $134,000 - $269,000 per year

Job Level

Lead

About the role

  • Establish and maintain an effective sales and marketing process in the Valuation practice area
  • Specific growth goals will be established and incorporated in key goals
  • Maintaining an established referral network
  • Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting
  • Contributing thought leadership in practice area
  • Primary advisor to clients/manage BV engagement team members
  • Manager/Oversee/Train/develop other BV valuation professional
  • Develop and maintain strong relationships with centers of influence and professionals
  • Effectively manage overall client relationships to exceed client satisfaction
  • Manage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses)
  • Be a thought leader
  • Mentor, coach and train staff
  • Successfully integrate strategy of the firm
  • Heighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm
  • Promote cross selling and integrating of service line of business

Requirements

  • Bachelor's degree in accounting, Finance, or other related field
  • Professional Certifications: ABV/CPA, ASA or CFA
  • Experience valuing intangible assets, stock compensation, and investment positions
  • Experience with valuations for gift & estate, charitable contributions, transfer pricing
  • Experience with public and global clients, private equity, and demonstrated industry expertise
  • Practice development and management, marketing and thought leadership as it relates to complex financial instruments
  • Successful candidate will have experience in managing client relationships and leveraging them to sell Firm solutions
  • Ability to exceed client expectations in a sophisticated large consulting or accounting firm environment.
  • Experience with a "Big 4" or national consulting firm providing valuation services including valuation for financial reporting and tax reporting
  • Demonstrated ability to develop business and a productive referral network
  • 8+ years in Management/Leadership/Supervisory experience
  • Database experience with Capital IQ, Pitchbook, etc.
  • Proficiency with Microsoft Excel, Word, and PowerPoint
  • Flexibility to travel to clients and other RSM offices
  • Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues.
Benefits
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Applicant Tracking System Keywords

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

Hard Skills & Tools
valuationfinancial reportingtax reportingvaluing intangible assetsstock compensationinvestment positionstransfer pricingpractice developmentmarketingbusiness development
Soft Skills
client relationship managementthought leadershipmentoringcoachingtrainingnetworkingteam managementclient satisfactionstrategic integrationflexibility
Certifications
ABVCPAASACFA