Tanner LLP

Independent public accounting firm providing audits

Senior Manager: Valuation & Financial Advisory Services

Financial & Transaction AdvisoryConfirmed live in the last 24 hours

Full-timeNo salary listed

About the Job

Requirements

A bachelor's degree in finance, accounting, business, or a related field is required.
ASA, ABV, CFA, or similar professional credentials are required.
A minimum of 5–8 years of relevant valuation and corporate finance experience, including significant experience leading complex business valuation engagements, is required.
Experience performing and managing valuations across financial reporting, mergers and acquisitions, transaction due diligence, tax planning and compliance, litigation and dispute resolution, strategic planning, shareholder and ownership matters, and intangible assets is required.
Experience applying income, market, and asset-based valuation approaches, including discounted cash flow, guideline public company, guideline transaction, excess earnings, relief-from-royalty, with-and-without, comparative sales, replacement cost, and capital asset pricing model methodologies, is required.
Experience reviewing valuation analyses and client deliverables and explaining technical conclusions to technical and nontechnical audiences is required.
Proficiency with Microsoft Excel, Microsoft Word, and Microsoft PowerPoint is required.
Experience supervising, coaching, mentoring, and developing valuation team members is required.
Ability to manage multiple priorities, meet deadlines, and deliver high-quality work in a fast-paced environment is required.
Ability to work independently while collaborating effectively with professionals at all levels of the organization is required.
Strong verbal, written, and presentation communication skills are required.
A positive attitude and commitment to exceptional client service are required.

Responsibilities

Lead business valuation engagements for tax, financial reporting, transaction due diligence, litigation, strategic planning, shareholder and ownership matters, and other advisory purposes.
Manage multiple client engagements from planning through delivery, including scope, staffing, budgets, schedules, milestones, risk identification, and client communication.
Develop and oversee financial models using income, market, and asset-based valuation methodologies.
Direct the preparation and review of valuation analyses, reports, exhibits, and other client deliverables to ensure technical quality, accuracy, consistency, and compliance with applicable professional and regulatory standards.
Communicate project status, issues, recommendations, and valuation findings to clients and internal stakeholders.
Identify and resolve engagement issues promptly, escalating significant technical, commercial, or client relationship matters when appropriate.
Help maintain and improve engagement tools, templates, quality-control processes, and professional standards.
Plan staffing and delegate work based on engagement needs, team capacity, and development opportunities.
Supervise, coach, and review valuation team members' work, providing timely feedback, technical guidance, and practical support.
Build team capability through on-the-job development, knowledge sharing, and participation in internal training.
Foster an accountable and collaborative environment in which team members understand expectations, raise issues early, and produce high-quality work.
Support performance and career-development conversations in coordination with practice and firm leadership.
Build trusted working relationships by understanding client needs, setting clear expectations, and delivering responsive, high-quality service.
Collaborate with Partners and other client service professionals on proposals, scoping, presentations, and follow-up activities.
Identify additional client needs during engagements and share those opportunities with the appropriate relationship leaders.
Contribute to practice-development activities, including internal training, recruiting, technical content, professional events, articles, and other thought-leadership initiatives.
Expand client leadership, business-development, and external-profile responsibilities over time based on individual strengths, interests, experience, and practice needs.

Desired Qualifications

An advanced degree in finance, business, or economics is preferred.

Tanner LLP, Utah’s largest public accounting firm and one of INSIDE Public Accounting’s Best of the Best Accounting firms, has recently been named as one of Accounting Today's Top Regional Leaders and Firms to watch for, and top 100 firms in the United States. Our stellar reputation in the marketplace as value-added strategic partners to the clients we serve has made us the firm of choice for Utah’s premier businesses. Our commitment to excellence, innovation, and client satisfaction has earned us a position of trust and respect within the industry.

Our professionals choose to build careers at Tanner because they appreciate our growth mindset and share our values, Gratitude, Excellence in All We Do, and Personal Accountability. Firm leadership is down the hall, not across the country, creating a close-knit and collaborative work environment with curated paths for career advancement and opportunity. Our community of colleagues create an environment that can’t be matched. We are a public accounting firm characterized by our investment in our team – voted #1 in Training for multiple years running - and distinctive culture, which sets us apart and defines the experience for our professionals.

Location
Salt Lake City/Lehi, Utah or Phoenix, Arizona (hybrid/in-office expectations based on business needs). Occasional travel for collaboration with Partners, clients, and firm leadership.

Opportunity
This is a hands-on client engagement and people-leadership role for an experienced valuation professional who excels at managing complex projects, leading teams, maintaining technical quality, and delivering excellent client service.

The primary focus of the position is successful engagement execution, team development, and continuous improvement. The Senior Manager will also have opportunities to support client development and thought leadership as part of their continued professional growth.

Professional Responsibilities

Engagement Leadership and Delivery

Lead business valuation engagements for tax, financial reporting, transaction due diligence, litigation, strategic planning, shareholder and ownership matters, and other advisory purposes.
Manage multiple client engagements from planning through delivery including scope, staffing, budgets, schedules, milestones, risk identification, and client communication.
Develop and oversee financial models utilizing income, market, and asset-based valuation methodologies.
Direct the preparation and review of valuation analyses, reports, exhibits and other client deliverables to ensure technical quality, accuracy, consistency and compliance with applicable professional and regulatory standards.
Communicate project status, issues, recommendations and valuation findings with clients and internal stakeholders.
Identify and resolve engagement issues promptly, escalating significant technical, commercial, or client relationship matters when appropriate.
Help maintain and improve engagement tools, templates, quality-control processes, and professional standards.

People Leadership

Plan staffing and delegate work based on engagement needs, team capacity, and opportunities for development.
Supervise, coach, and review the work of valuation team members, providing timely feedback, technical guidance, and practical support.
Build team capability through on-the-job development, knowledge sharing, and participation in internal training.
Foster an accountable and collaborative environment in which team members understand expectations, raise issues early, and produce high-quality work.
Support performance and career-development conversations in coordination with practice and firm leadership.

Client Service and Practice Development

Build trusted working relationships by understanding client needs, setting clear expectations, and delivering responsive, high-quality service.
Collaborate with Partners and other client service professionals on proposals, scoping, presentations, and follow-up activities.
Support business development by identifying additional client needs during engagements and sharing those opportunities with the appropriate relationship leaders.
Contribute to practice-development activities, which may include internal training, recruiting, technical content, professional events, articles, and other thought-leadership initiatives.
Expand client leadership, business-development, and external-profile responsibilities over time, based on individual strengths, interests, experience, and the needs of the practice

The ideal candidates will have the following qualifications:

Bachelor's degree in finance, accounting, business or a related field
ASA, ABV, CFA, or similar professional credentials are required. Advanced degree in finance, business or economics preferred.
Minimum of 5 – 8 years of relevant valuation and corporate finance experience with significant experience leading complex business valuation engagements.
Experience performing and managing valuations for a broad range of purposes, including financial reporting, mergers and acquisitions, transaction due diligence, tax planning and compliance, litigation and dispute resolution, strategic planning, shareholder and ownership matters and intangible assets.
Experience applying income, market, and asset-based valuation approaches, including discounted cash flow, guideline public company, guideline transaction, excess earnings, relief-from-royalty, with-and-without, comparative sales, replacement cost, and capital asset pricing model methodologies.
Experience reviewing valuation analyses and client deliverables and explaining technical conclusions to both technical and nontechnical audiences.
Proficiency with Microsoft Excel, Microsoft Word, and Microsoft PowerPoint.
Experience supervising, coaching, mentoring, and developing valuation team members.
Ability to manage multiple priorities, meet deadlines, and deliver high-quality work in a fast-paced environment.
Ability to work independently while collaborating effectively with professionals at all levels of the organization.
Strong verbal, written, and presentation communication skills.
Positive attitude and commitment to exceptional client service.

We’re sure you will tell us what you have to offer, but here is what we bring to the table:

The best training through Tanner LLP, Allinial Global, and other quality providers
Open PTO policy, paid holidays, and a company-wide shut down between the week of Christmas and New Years Day
Excellent health, life, disability and dental insurance
401(k) plan with guaranteed company contribution
Unique coaching & opportunities for advancement
Exceptional technical resources
Competitive compensation

About the Company

Tanner LLP

Independent public accounting firm providing audits

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Company size: 51-200
Company stage: Not listed
Total funding: Not listed
Headquarters: Salt Lake City, UT
Founded: 1940

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