Director of Valuations

Hargrove MSO; United States; On-site; USD 160,000 - 180,000; Full time

Benefits offered by this job

Full-time Employment

401k with competitive matching

Health Insurance

Paid-Time Off

Flexible Hours

Job summary

Hargrove MSO in the United States is seeking a seasoned valuation professional to lead estate and gift tax valuations of closely held entities and related interests. You will coordinate with counsel and clients, define data needs, and apply appropriate valuation approaches to develop defensible conclusions.

You will develop and document discounts for lack of control and lack of marketability, prepare clear reports, and sign off on conclusions.

Qualifications

• Principles of fair market value and tax valuation guidance.
• Experience leading valuations of family entities and noncontrolling interests from intake to report issuance.
• Ability to defend discounts for lack of control and lack of marketability with supporting evidence.

Responsibilities

• Lead estate and gift tax valuations of closely held operating businesses, family holding entities, and noncontrolling interests.
• Define the scope, data needs, and information requirements for each valuation engagement.
• Select and apply income, market, and asset-based approaches with adjustments and discount/capitalization rates.
• Develop lack-of-control and lack-of-marketability analyses and reconcile value with evidence.
• Prepare clear, defensible reports and obtain final sign-off.
• Establish engagement, documentation, and quality-control procedures; manage deadlines and communications with clients.
• Assist in selecting valuation software and data sources; build repeatable workflows.
• Coach team members and plan staffing as the practice grows.

Skills

Estate and gift tax valuation

Financial modeling

Tax valuation knowledge

Client & attorney communication

Independent leadership

Education

ABV or ASA in Business Valuation or CVA

CPA qualification helpful

Tools

Valuation software

Valuation data platforms

Excel/Spreadsheet modeling

Job description

What you will do

• Lead estate and gift tax valuations of closely held operating businesses, family holding entities, and noncontrolling ownership interests. Address entities holding marketable securities, real estate, and private business interests, coordinating with asset specialists when needed.
• Define the interest being valued, valuation date, purpose, scope, and information requirements. Review financial statements, tax returns, ownership records, and operating or partnership agreements, and follow up on missing or inconsistent information.
• Select and apply appropriate income, market, and asset‑based approaches. Develop financial adjustments, cash flow assumptions, discount and capitalization rates, comparable analyses, and a reasoned reconciliation of value.
• Develop and document fact‑specific lack‑of‑control and lack‑of‑marketability analyses. Assess economic rights, governance, distributions, liquidity, and relevant restrictions with counsel as needed; select supporting evidence and avoid double counting adjustments.
• Prepare clear, defensible reports and workpapers under applicable professional standards. Take responsibility for valuation conclusions and final professional sign‑off, and explain the analysis to clients, advisers, reviewers, and taxing authorities when needed.
• Establish engagement, documentation, quality‑control, and review procedures. Manage deadlines and communicate scope, information needs, and progress to clients and their advisers.
• Help select valuation software and research data, build repeatable workflows, and use automation and AI thoughtfully. Maintain confidentiality, verify outputs, and retain professional responsibility for the final work.
• Help plan staffing and training as the practice develops, and coach team members on analysis, report writing, and professional judgment.

What you will bring

• Ideally 5-10 years of relevant business valuation experience, with substantial direct estate and gift tax work and a strong record of independently leading valuations of family entities and noncontrolling interests from intake through report issuance.
• Deep practical experience developing and defending discounts for lack of control and lack of marketability, including the judgment to determine when a discount is appropriate and how to support it.
• A current ABV, ASA in Business Valuation, or CVA credential in good standing. A CPA qualification is helpful, but direct valuation expertise is essential.
• Strong command of fair market value principles, relevant tax valuation guidance, and the professional standards applicable to your work, including AICPA, ASA, NACVA, or USPAP requirements as applicable.
• Strong financial modeling and research skills, careful documentation, and the ability to write reports that make the assumptions, methods, and conclusions easy to follow.
• The ability to work directly with attorneys, CPAs, business owners, and families, explain technical issues plainly, and protect confidential information.
• The judgment to maintain objectivity, raise concerns early, and support conclusions with evidence. Comfort doing the detailed work while helping build a new practice.

Additional experience we value

Experience responding to IRS valuation questions, supporting counsel in valuation disputes, reviewing other professionals' work, or developing a valuation team. Familiarity with valuation software and data platforms, and experience improving workflows, are also useful.

Compensation

$160,000-$180,000 annual base salary, plus a 15% target bonus and equity in a private equity-backed company.

BENEFITS

• Full‑time Employment
• 401k with competitive matching
• Health Insurance
• Paid‑Time Off
• Flexible Hours