Senior Valuation & Strategy Manager

Career Legal; Providence (RI); On-site; USD 125,000 - 150,000; Full time

Job summary

Career Legal is seeking a Business Valuation Manager to join its Business Valuation Services in Providence, RI. You will deliver high-quality valuation analyses and advise clients on major financial decisions for privately held and public companies across industries.

You will lead valuations, collaborate with tax and advisory teams, and drive 409A analyses, PPAs, and financial reporting valuations. Strong Excel, modeling, and communication skills are essential.

Qualifications

• Bachelor's degree required in accounting, finance, economics, or related field.
• 5+ years of business valuation experience, preferably in public accounting or valuation/advisory firm.
• CPA required.
• ABV, ASA, CVA, or CFA certification preferred.
• 3–5 years of public accounting tax experience is a plus.
• Strong understanding of valuation methodologies (income, market, asset approaches).
• Advanced Excel and financial modeling skills.
• Excellent written and verbal communication, with experience preparing professional valuation reports.
• Strong interpersonal and cross-functional teamwork skills.
• Experience with tax and accounting technology (CCH Axcess, SurePrep, XCM) a plus.

Responsibilities

• Prepare valuations of closely held businesses and interests, including common stock, gifts, estate valuations, and purchases/sales.
• Perform valuations in support of tax compliance, planning, and structuring.
• Collaborate with tax professionals on complex client situations.
• Perform 409A valuations and purchase price allocations (PPAs).
• Support financial reporting valuations including business combinations, intangibles, goodwill, impairments, inventory, and deferred revenue.
• Conduct detailed financial analysis, modeling, industry research, and comps analysis.
• Apply income, market, and asset-based valuation approaches.
• Prepare detailed valuation reports and client deliverables.
• Advise clients on business planning, investments, and tax perspectives.
• Work with tax, accounting, and advisory teams to deliver integrated solutions.
• Maintain strong client relationships and clearly communicate conclusions.
• Assist with additional valuation and financial analysis projects.

Skills

Valuation methodologies

Advanced Excel

Financial modeling

Analytical thinking

Communication skills

Interpersonal skills

Education

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

Tools

CCH Axcess

SurePrep

XCM

Job description

Career Legal is seeking a Business Valuation Manager to join its Business Valuation Services in Providence, RI. You will deliver high-quality valuation analyses and advise clients on major financial decisions for privately held and public companies across industries.

You will lead valuations, collaborate with tax and advisory teams, and drive 409A analyses, PPAs, and financial reporting valuations. Strong Excel, modeling, and communication skills are essential.