Easy Apply Now

A bit about us:

We are a well-established and growing public accounting and consulting firm with a reputation for delivering high-quality client service and trusted business advisory solutions. For more than three decades, we have partnered with privately held businesses, business owners, and organizations across a wide range of industries, providing accounting, tax, consulting, and valuation services tailored to their unique needs.
Our success is built on long-term client relationships, significant senior-level involvement, technical excellence, and a collaborative team approach. We believe quality service is driven by experienced professionals who are committed to understanding their clients' goals and providing proactive, value-added guidance.
As our firm continues to grow, we are seeking a talented Business Valuation Senior Associate or Manager to join our expanding valuation practice.

Why join us?

We recognize that exceptional professionals deserve exceptional opportunities. Our team members enjoy a supportive environment that emphasizes professional development, work-life balance, and career advancement.
Competitive Compensation & Benefits

Competitive salary
Paid overtime
Performance-based bonus opportunities
Candidate referral bonuses
Client referral incentives
Comprehensive medical, dental, and vision coverage
Life insurance
Qualified sick pay/disability plan
Health and welfare benefit plan
Employee Assistance Program (EAP)
Designated Care Coach
Qualified transportation plan
Professional association dues reimbursement
CPA exam and review course reimbursement

Work-Life Balance & Flexibility

Generous Paid Time Off (PTO) program
Paid holidays
Flexible schedules during non-busy seasons
Hybrid/work-from-home flexibility
Limited overtime requirements outside of peak periods
Minimal out-of-town travel requirements
Business casual work environment

Professional Growth

Ongoing Continuing Professional Education (CPE)
Internal and external training opportunities
Direct client interaction from day one
Exposure to a diverse client base and industries
Clear opportunities for advancement
Collaborative environment with experienced professionals and firm leadership

Culture & Community

Team-oriented, collaborative culture
Firm-sponsored events and activities throughout the year
Support for community involvement and leadership development
Commitment to integrity, accountability, innovation, and professional excellence

Job Details

The Business Valuation Senior Associate / Manager will play a key role in delivering valuation and consulting services for privately held businesses. This individual will be responsible for managing valuation engagements, performing complex financial analyses, developing client relationships, and mentoring junior staff.
The ideal candidate will possess strong technical valuation skills, excellent communication abilities, and a desire to contribute to the growth and success of a dynamic valuation practice.

Key Responsibilities

Perform valuations of closely held businesses for a variety of purposes, including tax, financial reporting, transaction support, litigation support, and strategic planning
Develop and review sophisticated financial models and valuation analyses
Conduct industry, market, and economic research
Analyze guideline public company and transaction data
Prepare comprehensive valuation reports and supporting documentation
Manage multiple engagements while meeting deadlines and budget expectations
Review the work of assigned staff and provide coaching and development
Build and maintain strong client relationships
Present valuation conclusions and findings to clients and internal stakeholders
Assist with business development initiatives and practice growth opportunities
Collaborate with professionals across tax, audit, accounting, and advisory service lines


Qualifications
Required

Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related field
Minimum of 3+ years of business valuation, financial analysis, transaction advisory, or related experience
Strong financial modeling and analytical capabilities
Excellent written and verbal communication skills
Strong organizational and project management skills
Ability to work independently and collaboratively within a team environment
Commitment to delivering high-quality client service

Preferred

CVA (Certified Valuation Analyst), ASA (Accredited Senior Appraiser), and/or ABV (Accredited in Business Valuation) designation
Public accounting or valuation consulting experience
Experience managing client engagements and mentoring staff
Advanced knowledge of valuation methodologies and financial statement analysis

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Easy Apply Now