Job Description

 The Valuation Manager is responsible for leading, managing, and reviewing business valuation engagements for a range of purposes, including estate and gift planning, internal succession, mergers and acquisitions, and strategic advisory. This position plays a key role in the execution and growth of the firm's valuation service line, working closely with internal teams and external advisors to ensure technically sound and advisory-driven deliverables. The role also includes staff development, client management, cross-functional collaboration, and support of business development efforts.

Essential Position Responsibilities

• Lead and manage a variety of business valuation engagements across multiple industries and purposes.
• Review, finalize, and sign off on valuation reports, ensuring consistency, defensibility, and adherence to best practices and applicable standards.
• Serve as the primary client contact, effectively communicating scope, process, findings, and recommendations to clients and their advisors (e.g., attorneys, CPAs, wealth advisors).
• Mentor and develop team members, providing guidance, real-time feedback, and training.
• Collaborate across service lines to deliver cohesive, value-added solutions tailored to client needs.
• Support business development, including scoping new opportunities, developing proposals, pricing engagements, and identifying additional areas of client value.
• Identify enterprise value-enhancing strategies and proactively introduce planning ideas to clients and internal teams.
• Stay current on valuation standards, tax laws, market conditions, and emerging trends in business valuation and consulting.
• Improve internal systems and processes, contributing to the refinement of templates, models, and scalable engagement frameworks.

Requirements

• Bachelor’s degree in accounting, finance, economics, or related field required.
• Professional designation such as CPA, ABV, ASA, CFA, or CVA (or progress toward) preferred.
• 5–8 years of business valuation experience, with demonstrated proficiency in both compliance and consulting engagements.
• Demonstrated strength in analytical thinking and advanced financial modeling
• Proficient in leveraging technology and analytical tools to improve efficiency and accuracy
• Proven ability to manage multiple projects, prioritize tasks, and consistently meet deadlines
• Clear and effective communicator, both written and verbal, with the ability to explain complex concepts to diverse audiences
• Collaborative team member who contributes to a positive and productive work environment
• Creative problem-solver with a proactive and innovative mindset.

Preferred Experience:

• Exposure to transaction advisory, succession planning or private equity environments.
• Familiarity with proactive planning approaches help increase enterprise value.
• Comfort with reviewing legal documents such as shareholder agreements, LOIs, or buy-sell agreements.
• Comfort with LLM models and automation.

Benefits

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

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