Senior Associate of Valuation Tax - (ASC 718 / IRS 409a)

You'll have 4 weeks of PTO and 12 paid holidays, as well as 100% paid health care, and the potential for an equity stake after one year.

  • Chicago, IL
  • $80,000 - $100,000
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A bit about us:

Boutique valuation and advisory firm, exploding in growth and extremely well capitalized. We are also unique in our ownership structure - we are majority EMPLOYEE owned.

Why join us?

You'll do incredibly interesting work from the Private Equity side, but actually get to work in M&A while having work/life balance. For real, it does actually exist here! You'll have 4 weeks of PTO and 12 paid holidays, as well as 100% paid health care, and the potential for an equity stake after one year.

Job Details

Our Estate and Gift Valuation practice was created to be specifically focused on engagements related to tax. Our tax services include valuations for estate & gift tax purposes, 409a compliance, carried interest valuations, C-Corp to S-Corp conversion, LLC to C-Corp conversion, undivided interests in real estate, charitable contributions, personal goodwill, interests in closely-held businesses, blockage discount analysis, taxable spin-off, restructuring, and reorganization.

The Senior Associate’s duties will include, but will not be limited to the following:

Perform valuation analysis, financial analysis, strategic analysis, and due diligence,
Oversee valuation engagements and assume responsibility for all aspects of client deliverables,
Lead valuation engagements for a variety of tax related purposes,
Develop financial models,
Assist in the planning and preparation of engagement proposals,
Gain an understanding of client operations, processes and business objectives,
Assist in and supervise the training of junior professionals.
Training (both formal and on-the-job) as well as credentialing (CFA, CPA, ASA) will play a significant role in professional development. The costs of attaining these credentials and other training offerings best suited for the incoming professional will be paid for by the firm.

The Senior Associate will play a critical part in the production of our valuation product. This member of our team will participate in all phases of engagements, working simultaneously for multiple clients, applying skills in business and intangible asset valuation. He or she will work closely with other members of the appraisal team to produce valuation analyses with the highest quality and attention to detail.

Three to five years of experience in a valuation role for a regional or national valuation firm
Experience in financial modeling, analysis, and business valuation
Experience working with attorneys, CPAs, high net worth individuals and business owners
Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
Excellent research, organizational, and project management skills
Acute understanding of financial statements and ratio analyses

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Job Details
Managed by Jobot Pro
Chicago, IL
Job Type
$80,000 - $100,000