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Senior Manager Valuation & Financial Advisory Services
Job Location:
Job Location:
Phoenix, NM - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
11 September 2026 (5 hours ago)
Posted:
Application Deadline:
9 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Tanner LLP Utahs largest public accounting firm and one of INSIDE Public Accountings Best of the Best Accounting firms has recently been named as one of Accounting Todays 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 Utahs 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 cant 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
The ideal candidates will have the following qualifications:
Were sure you will tell us what you have to offer but here is what we bring to the table:
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 cant 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.
- 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.
- 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:
- Bachelors 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.
Were 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
Required Experience:
Senior Manager
About Company
Learn about the accounting, tax, audit, and consulting services offered to companies and high net worth individuals - Salt Lake City CPA Firm.
