Senior Valuation Manager — Hybrid CPA Advisory Leader

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 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.