What are the responsibilities and job description for the Business Valuation Manager position at Whitman Transition Advisors LLC?
Business Valuation Manager
Location: South Easton, MA (Hybrid options available)
Salary: $175,000 - $200,000
We are seeking a highly skilled and motivated Business Valuation Manager to join our partner firm growing Business Valuation, Forensic, and Litigation Support practice. As a key member of our experienced team, you will have the opportunity to lead and supervise business valuation engagements for various purposes, including tax compliance, mergers and acquisitions, strategic planning, and litigation support.
This is an exciting opportunity for someone looking to further develop their expertise, build strong client relationships, and contribute to the future direction of a dynamic practice. You will have access to continuous learning, mentorship, and support to enhance both your technical and leadership skills.
Job Responsibilities:
- Review and analyze financial information, accounting records, and tax returns.
- Examine financial statements, transactions, and business records to identify discrepancies and potential issues.
- Implement valuation methods consistent with valuation standards.
- Lead and supervise business valuation engagements across diverse industries and engagements, including buy/sell transactions, tax compliance, shareholder disputes, and estate planning.
- Prepare detailed reports and analysis to support opinions and conclusions.
- Pursue new business development opportunities with clients, referral sources, and centers of influence.
- Build and maintain strong client relationships, ensuring high levels of satisfaction and retention.
- Manage business fundamentals, such as realization, utilization, and accounts receivable.
- Contribute to marketing, thought leadership, and business development initiatives.
- Mentor and train staff to support their professional development.
- Foster a collaborative, inclusive, and innovative work environment.
- Develop and implement strategies to achieve firm goals and objectives.
Job Qualifications:
- Bachelor's degree in Accounting, Finance, Economics, Business, or a related field (MBA or MSc Finance preferred).
- Minimum of eight (8) years in business valuation services.
- Relevant certifications such as CPA, CFF, CFE, ABV, CVA, CFA, or MAFF.
- Experience preparing and defending reports for tax compliance purposes (IRS submissions).
- Strong interpersonal skills with the ability to relate to all levels of staff and clients.
- Proven leadership, communication, project management, and team-building skills.
- Excellent presentation and writing skills.
- Ability to assist in valuation work for litigation purposes.
- Demonstrated critical thinking and problem-solving abilities.
- Proficiency in Microsoft Office Suite and relevant valuation software.
- Strong organizational skills with the ability to meet deadlines and manage multiple projects.
- High level of technical proficiency and attention to detail.
- Trustworthiness and a reputation for honesty and ethical conduct.
- Clear, concise communication skills, both written and verbal.
This position offers the opportunity to work with an experienced team while developing leadership skills and a wide array of professional experiences. If you are ready to take your career to the next level, we encourage you to apply!
Job Type: Full-time
Pay: $175,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
License/Certification:
- ABV (Required)
Ability to Commute:
- South Easton, MA (Required)
Work Location: In person
Salary : $175,000 - $200,000