Director of Valuations and Litigation Support

Company Description:

Grewal Guyatt LLP (“Grewal Guyatt”) is a prominent Professional Services firm based out of Richmond Hill, Ontario that specializes in Assurance, Accounting, Estate Planning, Tax Consulting, Forensics, Financial Advisory, Business Valuations and Litigation Support Services. GG LLP has experienced exponential growth over the past several years through organic expansion of service lines and strategic acquisitions. Our clients include high net worth families, real estate developers, fintech companies, medical, dental, and legal professionals, nationally recognized organizations, professional athletes, and various not-for-profit entities. The strength of our people has allowed us to provide quality service to our clients that is competitive with the most well-known accounting firms. We recognize that the growth of our firm is attributable to our people, and we reward our team members by providing attractive compensation and supporting career development. As we continue our growth trajectory, we will continue to develop our team members into future leaders of the firm. We embrace individuals with diverse backgrounds and perspectives, and we cultivate inclusion through our commitment to a respectful, approachable, and open-door environment. Some of the perks of working for Grewal Guyatt include 4+ weeks vacation, a hybrid work model, an annual performance bonus, and more.

The Director of Valuations and Litigation Support will work directly with Claudio Martellacci, CPA, CA, CBV, and Tom Strezos, CPA, CA, CBV, CFE, who will provide a wealth of experience and hands-on training for the finer points of leading this department, including business development. Expect to learn a lot, while having a lot of fun along the way with energetic, engrossing discussions in a collaborative atmosphere.

Role and Responsibilities:

• Engagement planning, including preparing and reviewing quotes/budgets, identifying primary and other issues, determining approach, assigning tasks to staff, etc.
• Reviewing budgets and timelines for each engagement throughout each month.
• Tracking file status and ensuring that progress is consistent with expectations.
• Liaising with clients to acquire information, manage expectations, and provide progress updates.
• Detailed review of models/schedules and reports, with a particular focus on litigation support engagements (e.g. shareholder disputes, matrimonial disputes, estate litigation, quantification of damages, etc.).
• Communication of constructive criticism to direct reports.
• Maintenance of Job Status List daily/weekly, and communication of file status to partners.
• Assistance with expected monthly billings, and review of actual invoices.
• Where necessary, update of schedules and reports, as well as other completion documents, in order to “close-out” files in an efficient manner.
• Developing business proposals and presentations communicated to current and prospective clients.
• Train and develop Associates, Junior Associates and interns.
• Conduct annual performance reviews with Associates and Interns.
• Meet target billable hours and engage in business development activities.
• Continuous improvement: Critically assess internal processes and templates and recommend improvements on an ongoing basis.
• Provide upward feedback to improve processes and communication.
• Create and implement division Standard Operating Procedures (SOPs).
• Deliver KPI results to Managing Partners and Executive team.

Requirements:

• CPA and CBV designations obtained.
• CFF or CFE designations considered assets.
• 2-5 years of experience managing a team of professionals.
• 4-7 years of experience in valuations and litigation support.
• Technical skills and understanding for accounting and auditing, as well as personal and corporate taxation.
• Expertise in financial modeling and valuation analysis.
• Experience with matrimonial litigation, including income determinations.
• Experience in estate litigation and/or quantification of damages, considered an asset.
• Experience with personal injury and income capacity reports, considered an asset.
• Advanced Excel skills (must be proficient with IF and Vlookup functions, as well as others; VBA an asset).
• Excellent written and verbal communication skills.
• Ability to perform in a fast-paced, dynamic environment while maintaining very strong attention to detail.

Why work for GG?

• Competitive compensation package
• Company-paid benefits package
• Career growth opportunities
• Education Assistant Program
• 4+ weeks vacation
• Hybrid work environment
• Annual performance bonus
• Divisional rewards plan
• Client Referral Program
• Employee Referral Program
• Social events
• Specialty division opportunities for career progression

All applications should be emailed to GG LLP’s Human Resources Manager, Zohal Mackey, at [email protected]