JOB ALERT

VP  / AVP – Gift & Estate Tax Valuation (Princeton, NJ | FL | Hybrid or Remote)

October 23, 2026 by

Interested in joining an established, expanding firm with excellent leadership?

Our client is a leading financial advisory firm hiring a Specialist  in Trust, Estates and Gift Tax Valuation to their Private Client Appraisal Group. You would perform business appraisals and valuations primarily for estate tax planning purposes to closely held businesses, trusts, estates, and family businesses. This position would report into a Partner in the firm.

Requirements:

  • Bachelor’s Degree in Finance, Business Administration, Accounting or another related field is required. Master’s Degree and/or CFA Designation (or CFA candidate) preferred. American Society of Appraisers – Accredited Senior Appraiser (ASA) in Business Valuation preferred.  CPA or ABV a plus.
  • Minimum 5+ years valuation experience required.
  • Minimum seven  years working with trust, estates and gift tax for estate tax planning purposes.
  • Working experience with Excel modeling required.
  • Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
  • Must be comfortable and experienced interfacing with and handling clients.
  • Must be able to manage and oversee junior staff.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills

 

Location: Princeton, NJ | FL | Hybrid or remote
Salary: $150K-200K + Bonus

 

 

Contact a Recruiter at Careers on The Move 

 

Filed Under: Accounting, Financial Services, Mailer Feature, New York Tagged With: , , , , , , , ,

Analyst / Associate – Financial Reporting (Nationwide)

October 21, 2026 by

Our client is a top rated independent financial advisory  & valuation practice.

The Financial Analyst will primarily perform valuations of privately-held companies, purchase price allocation work,  goodwill impairment, and tax for financial reporting purposes as well as illiquid securities and supporting business development activities

Responsibilities:

  • Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
  • Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.
  • Participate in due diligence activities on pending M&A transactions, public-company purchase price allocations, goodwill impairment measurement, international restructurings and private-company fairness opinions
  • Assist in report preparation, proposals and executive presentations
  • Prepare and analyze financial and economic data for tax and regulatory compliance
  • Review and analyze U.S. Generally Accepted Accounting Principles (GAAP) financial statements
  • Research comparable publicly-traded companies
  • Gather and document pertinent data obtained through client interaction. .
  • Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.
  • Assist in preparing formal client reports.

Requirements:

2+ years work experience at a valuation firm or public accounting firm.

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance from top college. Any coursework in valuation or securities analysis a plus.

Must have CFA or be in the process of obtaining it.

Advanced, working knowledge of Excel and Word.

Strong oral and written communication skills and superior analytical capabilities are essential.

Self starter and ability to master new tasks quickly.

Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

Strong work ethic and ability to work flexible hours around critical due dates.

Applicants must have unrestricted authorization to work for any employer in the U.S.

 

Location: NY – PA – MA – GA – IL – TX – CO- CA

Salary: Highly Competitive Base Salary Plus Quarterly Profit-Share & Year End Bonus

 

 

Contact a Recruiter at Careers on The Move

Filed Under: California, Colorado, Featured Jobs, Illinois, Job Alerts, Long Island, Massachusetts, New England, New Jersey, New York, Pennsylvania, Texas, United States, Valuation Tagged With: , , , , ,

Business Development Associate / VP – Private Equity (NYC | NJ | PA)

October 10, 2026 by

Our client is seeking Business Development professionals for their private equity team. This is an excellent opportunity to work on top deals, as well as gain and develop key industry contacts. This firm has a phenomenal work environment that is very supportive.

These candidates should have concentrated Business Development experience.  Must have experience with Financial Statement, Private Equity, and some entrepreneurial or start up experience is a plus.

Candidates can come from financial software or a broker dealer. Possible backgrounds would include Financial Advisors or Loan Officers looking to leverage into the Private Equity / Hedge Fund arena.  Client will train on their product line. This position will support a certain market initiative into BDCs and PE.

MBA preferred.

 

 

Responsibilities:

  • WILL BE RESPONSIBLE FOR GENERATING LARGE SALES REVENUE.
  • Prospecting and developing new leads as well as maintaining relationships with existing clients through meetings and attending industry events;
  • Responsible for managing client relationships and business development within the financial, corporate and asset management communities
  • Interacting and coordinating with equity sponsors, investment bankers, accountants and attorneys;
  • Conducting business development and support including prospecting for new clients and leads, preparing and presenting marketing materials as well as scoping, pricing and negotiating assignments.
  • Business generation in valuations of businesses, equity and debt securities, loans, derivative instruments, structured products and intangible assets;
  • Selling financial advisory services in connection with mergers, acquisitions, divestitures, recapitalizations, leveraged buyouts and public and private financings as well as for financial and tax reporting purposes;
  • Selling financial opinions with respect to valuation, fairness and solvency;
  • Continually monitoring certain economic, industry, capital market and company trends and developments;

Requirements:

  • Bachelors Degree in Business Administration, Finance or another related field. Masters is preferred.  CFA or CPA is a plus.
  • 5+ years of successful Business Development experience selling to businesses and institutions.
  • Experience in Private Equity required
  • Excellent Prospecting skills
  • Long hours and insight and desire to keep up with the M&A service advisors

Location: (NYC | NJ | PA)

Salary: $130K-$150K range  plus  Bonus / Commission plan

Contact a Recruiter at Careers On The Move 

Filed Under: Financial Services, Job Alerts, Massachusetts, New England, Valuation Tagged With: , , , , , , , , , , , , ,

Associate – Financial Reporting / Private Equity (Cincinnati, OH)

October 10, 2026 by

Responsibilities:

  • Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
  • Conduct research on client, competitors, industry, and capital markets, including market multiples, comparable ratios, and credit spreads.
  • Participate in due diligence activities on pending M&A transactions, public-company purchase price allocations, goodwill impairment measurement, international restructurings and private-company fairness opinions
  • Assist in report preparation, proposals and executive presentations
  • Prepare and analyze financial and economic data for tax and regulatory compliance
  • Review and analyze U.S. Generally Accepted Accounting Principles (GAAP) financial statements
  • Research comparable publicly-traded companies
  • Gather and document pertinent data obtained through client interaction. .
  • Perform valuation analyses on companies and their securities across a wide range of industries using relevant qualitative information gathered and through the application of proprietary quantitative valuation models.
  • Assist in preparing formal client reports.

Requirements:

3-5 years’ work experience at a valuation firm or public accounting firm.

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance from top college. Any coursework in valuation or securities analysis a plus.

Must have CFA or be in the process of obtaining it.

Advanced, working knowledge of Excel and Word.

Strong oral and written communication skills and superior analytical capabilities are essential.

Self starter and ability to master new tasks quickly.

Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

Strong work ethic and ability to work flexible hours around critical due dates.

Applicants must have unrestricted authorization to work for any employer in the U.S.

 

Location: Cincinnati, OH

Salary: Highly Competitive Base Salary Plus Quarterly Profit-Share & Year End Bonus

 

 

Contact a Recruiter at Careers on The Move

Filed Under: Featured Jobs, Job Alerts, Ohio, Valuation

Complex Securities Associate (NYC | Denver | San Francisco)

September 27, 2026 by

Our client is a top rated independent valuation practice seeking associates to join their team. Ideal candidates will have a Quant background.

 

Requirements:

Undergraduate BS or BA, or a Graduate MS or MBA degree in Finance or similar. CFA, ASA, and/or CPA certification / track a plus.

Minimum of 1yr Complex Securities experience

Monte Carlo Proficiency

Advanced, working knowledge of Excel and Word.

Strong oral and written communication skills and superior analytical capabilities are essential.

Self starter and ability to master new tasks quickly.

Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

Strong work ethic and ability to work flexible hours around critical due dates.

 

* * Applicants must have unrestricted authorization to work for any employer in the U.S.

 

Location: NYC / Denver / San Francisco)

Salary: $90K-$110K Plus Quarterly & Year End Bonus

Filed Under: Featured Jobs, Hot Spot, Job Alerts, Mailer Feature, New York Tagged With: , , , ,

Analysts – Alternative Investments (NYC | Boston | Philadelphia)

September 20, 2026 by

Responsibilities:

  • Assist in the preparation of valuations for closely held or publicly traded companies with a focus on the alternative investment space
  • Interact with hedge fund, private equity, venture capital, and limited partner investment and finance officers on the valuation of investments
  • Build new and update existing financial models including diverse valuation methods, such as discounted cash flow, leveraged buyout, trading comparables, transaction comparables, and allocation models
  • Perform analysis on financial and economic data, subject companies, guideline companies, industries and markets, and other types of fund and investment analysis
  • Prepare valuation and other types of reports and presentations
  • Utilize Microsoft Office Suite, Bloomberg, Capital IQ and other application and data providers

Qualifications:

 

  • Bachelor’s degree in finance, accounting, economics, or business from an accredited college/university
  • A minimum of 1 year of experience in one or more of the following areas: investment banking, private equity, hedge funds, valuation, financial statement analysis, quantitative analysis, statistical sampling and econometrics, fixed income, and/or capital markets
  • Possess advanced finance, financial modeling, accounting, and analytical abilities
  • Strong work ethic, ability to multitask, presentation, problem solving and organizational skills, and attention to detail
  • Excellent written and verbal communication skills, solid research skills, and the ability to work well in a team environment and/or independently

 

 

Location: NYC | Boston | Philadelphia

Salary: $80K-$110K range Plus Quarterly & Year End Bonus

Contact a Recruiter at Careers On The Move 

Filed Under: Accounting, Featured Jobs, Job Alerts, New York, Valuation Tagged With: , , , , , , ,

Valuation Associate/Senior Associate – Portfolio Securities / Financial Reporting (NYC | PA | TX)

September 3, 2026 by

Our client is seeking Valuation Associates/Senior Associates for their Portfolio Securities & Financial Reporting teams across the U.S.

Requirements:
• Bachelors Degree in Finance, Business Administration or another related field is required. Masters Degree and/or CFA Designation (or CFA candidate) preferred.
• Minimum 2+ years valuation experience required. This experience must include working with private equity, structured products and/or derivatives.
• Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
• Strong quantitative skills.
• Working experience with Bloomberg and Excel modeling required. FactSet experience a plus.
• Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
• Strong technical skills including Word and PowerPoint skills

Location: NYC | PA | TX
Salary: 100K Base upwards with experience + Bonus 

Contact a Recruiter at Careers On The Move 

Filed Under: Uncategorized, Valuation

Compliance and Operations Manager – Portfolio Valuation (Bucks County, PA / NYC Hybrid)

April 5, 2026 by

Our Client is seeking a hands-on leader to design, implement, and enhance the firm’s portfolio valuation compliance and operating framework. This role will serve as a leader for engagement governance, documentation standards, and execution consistency across portfolio valuation clients and internal teams.

Responsibilities:

  • Design, implement, and maintain portfolio valuation compliance framework, including documented process flows, roles and responsibilities, and communication protocols
  • Own the operating model for portfolio valuation engagement, governance and documentation, including oversight through internal risk and compliance committees
  • Establish and maintain standard operating procedures (SOPs), templates, and governance calendars to drive consistency and accountability
  • Ensure client-specific valuation policies, procedures, and contractual scopes are accurately documented and consistently executed
  • Regularly review and update these compliance measures to adapt to changing laws and business conditions
  • Implement and oversee internal audit, quality assurance, and file review programs
  • Monitor conflicts of interest, cross-holdings, and restricted entity lists
  • Lead standardized client onboarding processes and manage change control for scope or policy updates
  • Contribute to SOC-related documentation and audit readiness activities
  • Define and track key performance indicators (KPIs) and support continuous improvement initiatives

Key Functions:

  • Audit Operating Model
  • Contract Compliance & Audit Framework
  • Risk Management & Valuation
  • Stock Compliance
  • ASC 820

Requirements:

  • 7–12+ years of experience in valuation operations, portfolio valuation, audit, risk management, or related fields
  • Strong understanding of portfolio valuation processes and policy governance
  • Experience designing process frameworks and controls
  • Familiarity with SOC frameworks and audit documentation
  • Experience with internal audit and audit preparedness preferred
  • Excellent written and verbal communication skills
  • Proficiency in Excel, PowerPoint, and workflow or process documentation tools
  • Current authorization to work in the United States without the need for visa sponsorship now or in the future

 

Location: Bucks County, PA / NYC Hybrid

Salary: $150K -180K range  + bonus

 

Contact a Recruiter at Careers On The Move 

Filed Under: Featured Jobs, Financial Services, Pennsylvania, Valuation Tagged With: ,

VP – Financial Reporting (Bucks County, PA)

March 12, 2026 by

Our client, a leading valuation practice is looking for a Vice President to enhance their Financial Reporting team. The VP will be responsible for performing valuation analyses using income, market and transaction approach and / or option-pricing models. Assignments will consist primarily of valuations performed for financial and tax reporting, including goodwill impairment studies and purchase price allocations, 409A, stock-compensation expense, business enterprise and common stock valuations.

This position will report to the Professional Services Manager and the Engagement Manager specific to current engagements.

Ideal Candidate will have strong financial reporting valuation experience (i.e. – purchase price allocation (ASC 805), goodwill impairment (ASC 350), 409A, and stock compensation expense (ASC 718) from a Top 8 accounting or valuation firm.

RESPONSIBILITIES:

    • Lead and / or execute engagements; manage analysts.
    • Review engagement reports for accuracy, consistency, and completeness.
    • Conduct company, economic and industry research.
    • Client meeting and conference call participation.
    • Coordinate engagements with personal and real property teams.
    • Gathering and analyzing data, building financial models; and writing narrative reports.

REQUIREMENTS:

    • A bachelor’s degree in accounting, finance, economics or business administration;  ASA and/or CFA is credentials a plus.
    • 5-8 years of work experience in valuation, finance or accounting
    • Advanced working knowledge of Excel and Word
    • Strong oral and written communication skills and superior analytical capabilities are essential.

 

Green card and/or US Citizenship is required

 

Location: Bucks County, PA / Hybrid

Salary: $175K-$200K base + Bonus

 

Contact a Recruiter at Careers On The Move 

Filed Under: Featured Jobs, Hot Spot, Job Alerts, Pennsylvania, Valuation Tagged With: , , , , , , , , ,

VP – Financial Reporting (Cincinnati, OH)

February 28, 2026 by

 

Responsibilities:

  • Perform accurate valuations of companies, securities and intangible assets across a wide range of industries by using relevant information gathered through client interaction and market research, utilizing proprietary quantitative valuation models.
  • Conducting research on clients, competitors, industries and capital markets, including market multiples, financial ratios, and discount rates.
  • Management of valuation engagements from the planning stage to presentation of a client-ready deliverable
  • Supervision of junior staff concerning technical judgment and project execution and analysis.
  • Build and maintain ongoing client relationships

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field is required. MBA preferred. CFA track a plus.
  • Minimum 5-7 years  experience, preferably at a valuation or accounting firm. Must have background in financial reporting, accounting and valuation issues, as well as  financial modeling.
  • Direct current experience in ASC 350/805  a must.
  • Background in generating financial valuation modeling utilizing standard methodology practices, as well as common stock option valuations experience under 409A.  Prior ASC 718 experience is ideal, as the majority of the work will be working on these engagements.
  • Strong writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including MS Excel, Word and PowerPoint skills
  • Strong proficiency with on-line databases (Capital IQ) and Internet research of company specific, industry and economic analysis

U.S. Citizenship or green card required.

Location:  Cincinnati, OH

Base salary: $140K range + Generous Quarterly Bonus  and Year-End Bonus

 

Contact a Recruiter at Careers on The Move 

 

Filed Under: Featured Jobs, Job Alerts, Ohio, Valuation Tagged With: ,