Valuation Services Director – Financial Services - Tampa

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talen ...

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

RSM is looking to hire a Director of Business Valuation to be part of our Valuation Team, ideally with expertise in the Financial Services industry. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to financial analysis, business and financial modeling and forecasting, and valuations focusing on financial reporting and tax reporting. These services are provided to assist clients with mergers, acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs.

Responsibilities:

• Establish and maintain an effective sales and marketing process in the Valuation practice area including the following items. 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 and more

Qualifications:

• 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

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $134,000 - $269,

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.