Business Valuation Manager

KLR; Providence (RI); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Unlimited Paid Time Off

18 Paid Holidays

Employer-Matched 401(k)

Tuition Assistance + CPA Exam/Prep Support

Mentorship & Leadership Development Programs

Robust Referral Bonuses

Job summary

KLR, a leading CPA and business advisory firm, is seeking a Business Valuation Manager for its Providence office. This hybrid role involves preparing valuations for closely held business entities, advising clients on financial objectives, and supporting tax-related matters.

The ideal candidate will have at least 5 years of business valuation experience, advanced Excel skills, and a CPA certification. KLR offers numerous benefits, including unlimited PTO and 401(k) matching.

Qualifications

• 5+ years of business valuation experience in public accounting or valuation firm.
• CPA required; ABV, ASA, CVA, or CFA preferred.
• Public Accounting Tax experience (3–5 years) a plus.

Responsibilities

• Prepare valuations of closely held business entities.
• Support tax-related matters through valuation analyses.
• Perform financial analysis, modeling, and industry research.

Skills

Business valuation experience

Valuation methodologies

Advanced Excel skills

Written communication skills

Analytical and problem-solving skills

Education

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

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 19 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.

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 valuation of intangible assets
• Goodwill and long-lived asset impairment analyses
• Inventory, deferred revenue, and contingent consideration assessments
• Debt and equity component 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.

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

Benefits

• Unlimited Paid Time Off so you can actually recharge
• 18 Paid Holidays, giving you built-in rest throughout the year
• Employer-Matched 401(k) to invest in your future
• Tuition Assistance + CPA Exam/Prep Support to accelerate your growth
• Mentorship & Leadership Development Programs designed to elevate your career
• Robust Referral Bonuses for helping us grow our team and client base

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.