Valuations Assistant Manager

TN United Kingdom; Newcastle upon Tyne; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player seeks a Valuations Assistant Manager to join their Newcastle upon Tyne office. This role involves building relationships, delivering valuation projects, and drafting comprehensive reports. The ideal candidate will have a strong understanding of valuation techniques and a solid background in tax. You will engage with clients and work collaboratively to drive innovative solutions. If you are passionate about valuations and eager to learn in a dynamic environment, this opportunity is perfect for you.

Qualifications

• Experience with valuations under ITEPA for management incentive plans.
• Preparation of valuation models using DCF and other approaches.

Responsibilities

• Builds and develops positive relationships inside and outside KPMG.
• Supports the delivery of valuation projects within budget and timeframe.

Skills

Valuation Techniques

Business Analysis

Excel Skills

Communication

Attention to Detail

Tax Experience

Education

Qualified CTA

ACA/CA or equivalent

Tools

Capital IQ

Mergermarket

Job description

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Valuations Assistant Manager, Newcastle upon Tyne

Client: KPMG

Location: Newcastle upon Tyne, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference:

4579e204b88f

Job Views:

10

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

The Role

• Builds and develops positive constructive relationships inside and outside KPMG
• Assesses problems from multiple angles to ensure all relevant issues are considered when making decisions
• Proactively drives forward new and creative ideas which benefit the client
• Supports the delivery of valuation projects within budget and timeframe under the assistance of a Manager or Senior Manager
• Provides an analysis of the particular company/business being valued using business analysis techniques
• Drafts comprehensive valuation reports with the assistance of a Manager or Senior Manager
• Liaises with both internal and external clients to ensure smooth information flow
• Researches background of the company/business being valued, identifying comparable quoted companies, analyzing sales data, and calculating exit multiples using research tools like Capital IQ, Mergermarket, and offshore research teams

The Person

• Shows curiosity and open-mindedness to new ideas and perspectives
• Engages actively with others to address their views and concerns

Ideally, candidates should have experience of:

• Valuations under ITEPA for management incentive plans
• Valuations of shares and assets such as intangibles for tax purposes
• Preparation of valuation models using DCF and other approaches
• Preparation of valuation reports for UK tax purposes
• Dealing with HMRC’s Shares and Assets Valuation team

IFRS 2 valuation experience is beneficial but not essential. Candidates with a basic understanding of valuation techniques, strong commercial awareness, and enthusiasm to learn will also be considered.

Qualifications and Skills:

• Qualified CTA, ACA/CA, or equivalent
• Confident communicator
• Strong Excel skills
• Good attention to detail and ability to operate in a project-driven environment
• Broad range of transferable tax experience is an advantage
• Enthusiasm and eagerness to learn