JOB ALERT

AVP / Sr. Associate – Trust, Estates, and Gift Tax Valuation (Princeton, NJ / Hybrid or Remote)

August 30, 2025 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 to their team. 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 3+ years valuation experience required.
  • Minimum 3 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.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills  

 

Stable job history is mandatory.

Relocation assistance would be considered.

Location: Princeton NJ – Hybrid or Remote

Salary: $160K plus bonus

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Filed Under: Accounting, Featured Jobs, New York, Remote Position, Remote Positions, Valuation Tagged With: , , , , , , , , , ,

VP Financial Reporting (Dallas, TX)

August 26, 2025 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:  Dallas, TX

Base salary: $130K-$170K + Generous Quarterly Bonus  and Year-End Bonus

 

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Filed Under: Accounting, California, Featured Jobs, Valuation Tagged With: , , , , , , , , , , , , , , , , , , ,

Valuation Manager – Corporate Finance (NY / NJ / PA / Remote)

March 14, 2025 by

Responsibilities

    • Experience preparing and reviewing valuations for financial reporting and tax purposes
    • Experience in the application of valuation methodologies for:
      • Options, warrants and derivatives and use of binomial/lattice and Monte Carlo simulation models
      • Privately-held companies and different equity securities of privately-held companies
      • Valuation of securities for share-based compensation in accordance with IRC 409A and ASC 718, including modeling of complex capital structures with option pricing models
      • Purchase price allocations, valuation of intangible assets and contingent consideration in compliance with ASC 805
      • Impairment testing of goodwill and long-term assets in compliance with ASC 350
      • Valuation of derivative instruments in compliance with ASC 815
      • Valuation of portfolio investments in compliance with ASC 820
      • Quantification of discounts and premiums
    • Experience managing, mentoring and training team members.
    • Experience interfacing with clients/auditors and managing the relationships.

 

Requirements: 

    • Bachelor’s degree in Finance, Economics, or equivalent field is required.
    • CFA, CEIV, ASA/AM, CPA/ABV, CVA preferred
    • 4+ years doing complex capital valuations with complex capital structures employing advanced valuation techniques such as Monte Carlo simulation, option price methodology and other quantitative techniques in determining fair value
    • Experience with on-line databases (S&P Capital IQ) and Internet research of company specific, industry and economic analysis

 

Location: NY / NJ/ PA / Remote

Salary: $140K – $180k Base + Bonus

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

Director / Managing Director (Any Major U.S. City)

February 28, 2025 by

Our Client, is seeking seasoned professionals to further expand it’s market presence in the stock-based compensation and complex securities advisory services arena. Core responsibilities will consist of expanding the volume and variety of engagements and well as building a team of professionals to meet client service needs.

Company practice areas include complex financial reporting, valuation, corporate finance, dispute resolution, enterprise risk, outsourcing, process and technology, reserve engineering and geosciences, restructuring, strategy and organization, and tax.

Requirements:

  • Bachelors Degree in Finance or Accounting (MBA a plus)
  • 8-12+ years relevant experience preferably with Big 4 expertise.
  • CFA / CPA Certification preferred

 

Location: Any Major U.S. City 

Base salary: $200-$275K plus bonus

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Filed Under: Accounting, California, Colorado, Connecticut, Delaware, Featured Jobs, Florida, Georgia, Louisiana, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, United States, Utah, Valuation, Virginia, Washington DC, West Virginia, Wisconsin Tagged With: , , , ,

Sr. Associate – Alternative Investments (NYC)

February 8, 2025 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 three years 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

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

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

VP / AVP / Valuation Manager – Financial Reporting (Bucks County, PA / East Coast Hybrid)

January 22, 2025 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 / East Coast Hybrid

Salary: $150K base  + Generous Bonus package.

 

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

VP / Sr. Associate – Corporate Tax Valuation (NYC /Bucks County PA Hybrid)

December 28, 2024 by

Ideal Candidate will have Private Equity experience from a top tier Accounting firm.

 

 Must be skilled in:

  • Corporate Tax, Fair Market Value, Corporate Transfer Pricing, Intangibles, Debt Assets, Financial Analysis, Financial Modeling

REQUIREMENTS:

  • A bachelor’s degree in accounting, finance, economics or business administration;  ASA and/or CFA is credentials a plus
  • 6+ years of work experience at top tier accounting firm
  • 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: NYC /Bucks County, PA with Hybrid Option

Salary: $100K-$150K + Generous Bonus & profit-share plan

 

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Filed Under: Accounting, Featured Jobs, Job Alerts, Pennsylvania, Remote Position, Remote Positions Tagged With: , , , , , ,

Analyst – Real Estate Securities Valuation (Bucks County, PA)

August 6, 2024 by

Our Client is seeking an entry or mid-level real estate securities valuation professional. The position integrates the application of fundamental real estate valuation concepts with complex real estate securities analysis.

 

Responsibilities:

  • Conduct research on clients, competitors, industry, and capital markets, including market cap rates, valuation multiples, property price indices, comparable ratios, credit spreads, and demographic trends
  • Prepare market research reports to be used for internal analysis and presentation to clients
  • Build, modify and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income and option valuations
  • Perform valuation analyses on companies and their securities across the subsectors of the real estate sector, including but not limited to, commercial, residential, and multi-use using relevant qualitative information gathered, through the application of proprietary quantitative valuation models and subscribed database
  • Assist with preparing and presenting the results of our analysis in a clear and concise manner

Requirements:

  • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation or securities analysis is a plus. CFA or CAIA designation(s) is a plus
  • 0 to 5 years of real estate work experience, particularly with exposure to the investing in or valuation of debt and equity securities
  • Exposure to creating discounted cash flow models from scratch, particularly whole loan portfolios, is preferred
  • Working/Advanced knowledge of Excel, Word, and PowerPoint
  • Working experience with Bloomberg, Intex, CoStar, Argus, Compass Analytics and/or REIC is a plus
  • Strong oral and written communication skills
  • Superior analytical capabilities
  • Self-starter temperament with the ability to master new tasks quickly
  • Experience working with diverse teams
  • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements
  • Strong work ethic and ability to work flexible hours around critical due dates
  • Current authorization to work in the United States without the need for visa sponsorship now or in the future

 

Location: Bucks County, PA

Salary: $70K  range plus generous profit-share & bonus

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Filed Under: Featured Jobs, Pennsylvania, Remote Position, Valuation Tagged With: , , , , , ,

Senior Associate – Business Valuation (NYC)

July 13, 2024 by

Responsibilities:

  • Analyze competitive industry dynamics and financial conditions of peer companies, evaluate business plans, adjust financial statements, and build cost allocation models
  • 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

Qualifications:

  • Bachelor’s degree in accounting, finance, or business from an accredited college/university
  • A minimum of three years of experience with valuation-related projects within an audit, tax, and advisory firm
  • Experience with valuations of business entities and intangible assets, purchase price allocations, and financial analysis and research
  • Chartered Financial Analyst (CFA) designation preferred
  • Knowledge of the MS Office Suite including Word, Excel, and PowerPoint
  • Excellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environment

Location: NYC (Hybrid Role)

Salary: up to $140K Plus Generous Quarterly & Year End Bonus

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

Vice President – Portfolio Valuation (Bucks County, PA / NYC / San Francisco, CA)

May 14, 2024 by

Our client is a top rated independent valuation practice seeking an experienced portfolio valuation associate to join their NYC office at the VP level. The Vice President will be in charge of conducting valuations of various securities for investment companies (hedge funds, BDCs, etc.). These assignments will consist of but not be limited to illiquid investments, such as bank loans, subordinated debt, and preferred and common equity in privately-held companies, as well as structured products.

Excellent opportunity to work on top deals and gain key industry contacts gaining exposure to a wide range of valuation assignments involving both private and public companies. This is a flat organization with great visibility.  Management is very responsive to their employees, and  has created an ideal  platform for upward mobility.  Superior working environment.

Responsibilities:

  • Managing  and working with analysts and associates to conduct relevant research to support valuations, including analyses of subject company valuation drivers, research on private equity and private credit cost of capital, research and analysis of relevant industries and end markets, and comparable analyses.
  • Valuation of illiquid securities for hedge funds, private equity funds and business development companies.
  • Gather and document pertinent data obtained through client interaction.
  • Create and utilize financial models for discounted cash flow, guideline market multiple, market transaction and option valuations.
  • Manage and assist analysts and associates with valuation analyses and judgments to conclude fair value of relevant businesses and securities.
  • Prepare and review reports, and  relayresults to clients.

 

Requirements:

  • Bachelors Degree in Finance, Business Administration or another related field. CFA and/or MBA preferred.
  •  7-15 years’ experience in financial services
  • Extensive experience with debt instruments and credit analysis
  • Proven technical, analytical and problem solving skills
  • Demonstrated oral and written communication skills; experience working in a team setting and having interactions with clients.
  • Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting.

 

 

Green card and/or US Citizenship is required

 

 

Location: Bucks County, PA / NYC / San Francisco, CA

Salary: Highly Competitive Base + Quarterly & Year-end Bonuses

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Filed Under: Featured Jobs, Financial Services, Job Alerts, New York, Valuation
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