Business Valuation Manager

Kahn, Litwin, Renza Co. Ltd.; Providence (RI); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Paid time-off

Retirement savings plan

Tuition assistance

In-house education programs

Community involvement

Job summary

KLR is a leading New England CPA and business advisory firm seeking a Business Valuation Manager in Providence on a flexible hybrid basis. You will deliver valuation services to diverse clients and support tax planning.

Responsibilities include preparing valuations, supporting tax analyses, and collaborating with tax and advisory teams on complex scenarios and 409A valuations. CPA is required; ABV/ASA/CVA/CFA preferred.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field.
• CPA certification required; ABV, ASA, CVA, or CFA preferred
• Public Accounting Tax experience (3–5 years) a plus
• Strong knowledge of valuation methodologies (income, market, and asset approaches)
• Advanced Excel and financial modeling skills
• Strong written communication skills with experience preparing valuation reports and client deliverables
• Strong analytical, problem-solving, and interpersonal skills
• Proficiency with tax and accounting technology; experience with CCH Axcess, SurePrep, and XCM is preferred

Responsibilities

• Prepare valuations of closely held business entities, including common stock, gift and estate valuations, shareholder buy-outs, and purchase and sale transactions, often in support of tax compliance and planning engagements.
• Support tax-related matters through valuation analyses, including estate and gift tax reporting, transaction structuring, and coordination with tax professionals on complex client scenarios.
• Exposure to financial reporting valuations is a plus, including: Business combinations (purchase price allocations), including enterprise valuation of intangible assets; Analyzing goodwill and long-lived asset impairment; Financial analysis and related research; Inventory, deferred revenue, contingent consideration; Debt and equity components analyses.
• Perform financial analysis, modeling, and industry research to support valuation conclusions and client deliverables.
• Support 409A valuations and purchase price allocations
• Advise clients on business planning, strategic investments, and other financial objectives, including implications from both a valuation and tax perspective.
• Collaborate cross-functionally with tax and advisory teams to deliver integrated solutions to clients.

Skills

Analytical skills

Problem solving

Interpersonal skills

Advanced Excel

Financial modeling

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

CPA certification

Tools

CCH Axcess

SurePrep

XCM

Job description

KLR is one of the largest full-service CPA and business advisory firms in New England and is ranked amongst the Top 100 firms in the United States. From our offices in Andover, Boston, Lausanne, Newport, and Providence, the 350+ person firm provides assurance, tax, and business advisory services to private and publicly-held companies throughout the United States and abroad. Recognized as a Best Place to Work for 20 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.

We are seeking a Business Valuation Manager to join our Business Valuation Services Team based in our Providence office on a flexible hybrid basis.

The Business Valuation Manager will be responsible for the delivery of a full range of valuation services to various clients in a wide variety of industries.

Responsibilities

• Prepare valuations of closely held business entities, including common stock, gift and estate valuations, shareholder buy-outs, and purchase and sale transactions, often in support of tax compliance and planning engagements.
• Support tax-related matters through valuation analyses, including estate and gift tax reporting, transaction structuring, and coordination with tax professionals on complex client scenarios.
• Exposure to financial reporting valuations is a plus, including:
  • Business combinations (purchase price allocations), including enterprise valuation of intangible assets
  • Analyzing goodwill and long-lived asset impairment
  • Financial analysis and related research
  • Inventory, deferred revenue, contingent consideration
  • Debt and equity components analyses.
• Perform financial analysis, modeling, and industry research to support valuation conclusions and client deliverables.
• Support 409A valuations and purchase price allocations
• Advise clients on business planning, strategic investments, and other financial objectives, including implications from both a valuation and tax perspective.
• Collaborate cross-functionally with tax and advisory teams to deliver integrated solutions to clients.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field
• 5+ years of business valuation experience (public accounting or valuation firm)
• CPA required; ABV, ASA, CVA, or CFA preferred
• Public Accounting Tax experience (3-5 years) a plus
• Strong knowledge of valuation methodologies (income, market, and asset approaches)
• Advanced Excel and financial modeling skills
• Strong written communication skills with experience preparing valuation reports and client deliverables
• Strong analytical, problem-solving, and interpersonal skills
• Proficiency with tax and accounting technology; experience with CCH Axcess, SurePrep, and XCM is preferred

This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons.

Pay Range

The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location.

$120,000.00 - $140,000.00

KLR offers a wide range of benefits including: health and dental insurance, paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement.

Come join a firm who has recently been recognized as a "Best Place to Work" for 20 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today!

KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.