Director, Valuation & Investigation Services

Posted 2 Days Ago
Be an Early Applicant
15 Locations
Hybrid
200K-300K Annually
Expert/Leader
Professional Services
The Role
Leads valuation and investigative client engagements, develops and reviews complex financial models, advises clients on valuation and transaction planning, collaborates across service lines, and mentors engagement team members. Requires strong business valuation experience, financial modeling, communication, and leadership skills, with responsibility for managing project execution and client relationships.
Summary Generated by Built In
Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Aprio is seeking a Director to lead and grow the Real Estate Valuation Services practice within the Valuation & Investigation Services group. In this role, you will set practice strategy, originate and expand client relationships, sign complex appraisal assignments, and develop a high-performing team of valuation professionals.

You will collaborate across Aprio's Tax, Audit/Assurance, Wealth Management, and Aprio Legal service lines to bring real estate valuation into broader client engagements.

This is a high-impact leadership opportunity at the intersection of professional services, real estate, and financial advisory — with the autonomy to build a market-leading practice and the firm support to do it.

What You'll Gain/ Impact

    • Opportunity to build and shape Aprio's Real Estate Valuation Services practice at a nationally recognized, high-growth firm
    • Platform to originate and close work through built-in referral relationships across Tax, Audit/Assurance, Wealth Management, and Aprio Legal
    • Exposure to complex, high-value assignments spanning commercial real estate, financial reporting, litigation support, and tax advisory
    • Ability to mentor and develop the next generation of real estate valuation professionals — from Associate to Senior Manager
    • Visibility as a market-facing leader through speaking engagements, publications, and professional organization involvement

Key Responsibilities

    Practice Leadership and Growth

    • Set practice strategy, service offerings, annual budget, and growth targets in partnership with Valuation & Investigation Services leadership
    • Originate and expand client relationships with lenders, real estate funds, private equity sponsors, family offices, developers, attorneys, and Aprio's Real Estate industry team
    • Partner with Tax, Audit/Assurance, and Wealth Management teams on cost segregation, estate and gift planning, purchase price allocations, and transaction-related valuation work
    • Build market presence through speaking engagements, publications, and professional organization involvement
    • Manage practice financials, including pricing, utilization, realization, and collections
    • Quality, Risk, and Compliance

      • Serve as signing appraiser on complex assignments and final reviewer of the practice's work product
      • Own the quality control program, including USPAP compliance, report review, workfile retention, and template standards
      • Lead engagement acceptance, conflict checks, and independence reviews with Risk Management and Audit/Assurance teams, including AICPA independence rules for valuation services provided to attest clients
      • Maintain appraiser credentials across states, including reciprocal credentials and temporary practice permits
      • Track and apply changes to USPAP, AQB criteria, Interagency Appraisal and Evaluation Guidelines, and related accounting and tax guidance
      • Engagement Delivery

        • Lead assignments across office, industrial, retail, multifamily, hospitality, self-storage, seniors housing, land, and special-purpose property types
        • Oversee valuations for lending, financial reporting (ASC 805, ASC 820, ASC 842, and ASC 360), estate, gift, and charitable contribution purposes, and fund and portfolio reporting
        • Provide testimony and consulting support in litigation, arbitration, eminent domain, property tax appeals, bankruptcy, and marital dissolution matters
        • People Leadership

          • Recruit, develop, and retain team members from Associate through Senior Manager
          • Serve as supervisory appraiser and guide team members on the path to Certified General licensure and the MAI designation
          • Set performance goals, deliver ongoing coaching, and lead formal performance reviews

Candidate Qualifications

    Experience

    • At least 15 years of commercial real estate valuation experience, including at least five years leading a team or practice
    • Proven record of originating client work and building long-term client relationships, with an established professional network
    • Broad signing appraiser experience across commercial property types and intended uses
    • Preferred: Prior testimony experience in depositions, trial, or arbitration
    • Preferred: Experience with real estate valuation for financial reporting and tax purposes
    • Preferred: Background in an accounting firm, national valuation firm, or professional services environment
    • Licensing and Credentials — Required

      • Active Certified General Real Property Appraiser license, in good standing, with the ability to obtain reciprocal credentials or temporary practice permits in additional states as engagements require
      • MAI designation (Member of the Appraisal Institute)
      • Meets AQB and applicable state requirements to supervise trainee appraisers
      • Clean disciplinary history with no action affecting eligibility to practice
      • Licensing and Credentials — Preferred

        • Counselor of Real Estate (CRE), Certified Commercial Investment Member (CCIM), AI-GRS (General Review Specialist), or ASA designation
        • Experience with the Uniform Appraisal Standards for Federal Land Acquisitions (Yellow Book)
        • CPA, CFA, or ABV credential for financial reporting and tax overlap
        • Education

          • Bachelor's degree required; real estate, finance, economics, or accounting preferred
          • Master's degree (MBA or M.S. in Real Estate) preferred

Additional Skills

    • Executive presence with clear, plain-language communication with clients, counsel, and courts
    • Strong commercial judgment on scoping, pricing, and engagement risk
    • Advanced knowledge of income capitalization, discounted cash flow (DCF), and market analysis
    • Working knowledge of Argus Enterprise, CoStar, MSCI Real Capital Analytics, or comparable platforms

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Skills Required

  • Bachelor's degree in Finance or Accounting
  • 10+ years of business valuation experience
  • Excellent analytical, communication, organizational, interpersonal, and teaming skills
  • Superior financial modeling skills in Microsoft Excel and other Microsoft applications
  • CFA or ASA designation

Aprio Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aprio and has not been reviewed or approved by Aprio.

  • Fair & Transparent Compensation — Pay is generally positioned as competitive and fairly paid across many roles, with clearer benchmarking helped by public job-posted ranges and compensation aggregators.
  • Healthcare Strength — Health, dental, and vision coverage is positioned as comprehensive and available from day one for full-time hires, which is stronger than the more typical waiting-period approach.
  • Retirement Support — Retirement offerings include a 401(k) with profit sharing and access to FSA/Dependent Care accounts, which can improve total rewards when firm performance supports contributions.

Aprio Insights

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The Company
HQ: Atlanta, Georgia
1,856 Employees
Year Founded: 1952

What We Do

Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.

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