Senior Manager: Valuation & Financial Advisory Services
Tanner LLP
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 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 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. #J-18808-Ljbffr Tanner LLP
- ...support: Up to 3% 401(k) matching and financial advisory servicesTeam and community... ...we grow.What you’ll be doing as a Valuation Senior Associate:Working as part of a small... ...timely and excellent client service delivery.Perform and manage valuations for planning; mergers...SeniorFull timeWork at officeFlexible hours
- ...developmentFinancial support: Up to 3% 401(k) matching and financial advisory servicesTeam and community engagement: Monthly social events... ...matching, and great people!What you'll be doing as an Advisory Manager Consultant:Reporting to the leadership of our financial...SuggestedFull timeWork at office
$124k - $280k
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$100k - $125k
...Senior Associate - Financial Advisory Experience a 45X+ award-winning culture! Embarkers enjoy: Work-life integration: We encourage our team... ...support: Up to 3% 401(k) matching and financial advisory services Team and community engagement: Monthly social events...SeniorContract work$99k - $232k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelManagerJob Description &... ...guidance on technical accounting, financial reporting, transaction structures,... ...and/or a concentration in valuation methods, Other fields of study that...Full timeH1b$75k - $90k
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- ...experience.What We Do and Who We ServeWe offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public... ...your work location or schedule whenever possible.As a Tax Senior Manager / Principal with HCVT you will have the opportunity...SeniorFull timeWork at officeRemote work
- ...the future. You are a valuation and appraisal professional... ...start to finish. As Senior Valuation Specialist,... ...assignments (financial reporting, purchase accounting... ...deliver exceptional client service and results.... ...Brokers and Property Managers. Review industry surveys...SeniorFull timeTemporary workWork experience placementWork at officeLocal areaVisa sponsorshipWork visa
$86.66k - $164.3k
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...Slalom.The Role: M&A Principal/Senior PrincipalWhat You’ll Do:*... ...* Building IMOs (Integration Management Office) leadership* Managing... ...Subject matter expertise in M&A advisory with emphasis on IMO management... ..., and new products and services to life. We are trusted by leaders...SeniorTemporary workWork at officeLocal areaImmediate start- Ankura seeks a senior restructuring advisor to lead and manage complex engagements across multiple client teams. You will shape financial analyses and strategic recommendations, partnering with senior executives to drive outcomes. With deep experience in restructuring...Senior
- King's Insurance Staffing is seeking a Senior Wealth Management Client Associate in Phoenix, Arizona. This role focuses on building and maintaining client relationships, assisting with financial planning, and supporting senior advisors in investment strategies. Candidates...Senior
- ...Day in the LifeA typical day as a Tax Senior Manager might include the following:Prepares, Reviews... ...and building value into professional service.Manages client billing for accounting... ...or our About Us page. Eide Bailly Advisory LLC is proud to be an affirmative action...SeniorWork at officeLocal areaVisa sponsorship
- ...to fill the position of Tax Senior Manager / Director. You must have 8+... ...in preparing and reviewing financial statements is desired. Experience... ...and growing full service CPA firm dedicated to providing... ...tax planning, new business advisory, and much more. We work closely...SeniorWork at officeWork from homeFlexible hours
$124k - $335k
...companies with a range of business advisory needs such as audit, tax... ...personal and customised service plans that are unique to privately... ...on key issues like wealth management, compliance, cash flow management... ..., now and in the future.As a Senior Manager, you'll work as part...SeniorFull timeH1b$200k
Now Exit is looking for a senior advisor in Phoenix, Arizona to lead M&A transactions and build client relationships. The ideal candidate should have 3+ years of experience in business transactions and a strong advisor network. This role offers the autonomy to shape your...SeniorRemote job- ...experience.What We Do and Who We ServeWe offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public... ...issuesManage, coach, and provide ongoing feedback to Seniors and StaffTrain and teach junior team members to develop...SeniorFull timeWork at officeRemote work
$90k
Southwest Accounting Resources, Inc. in Phoenix seeks a Senior Audit Associate to manage clients and staff across Manufacturing/Retail, Restaurants... ..., reviews and compilations and prepare full-disclosure financial statements. Background includes 2+ years in public...Senior- ...you will: Serve as the primary relationship manager for a portfolio of clients, delivering exceptional service and trusted tax advisory. Build and maintain long-term client... ...to help clients achieve their business and financial goals. Manage multiple tax engagements while...Senior
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