Valuation Manager, Client Relationships

Eton Venture Services; United States; A distancia; USD 120.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

401(k) plan

Tiered commission

Descripción de la vacante

Eton Venture Services, Ltd. is seeking a senior valuation professional to manage client relationships and provide technical oversight on a portfolio of engagements across tax valuations, GAAP valuations, and ASC standards.

The role prioritizes client interaction, independence, and relationship growth within a remote US setting. You will start with an established book, collaborate with our analyst team, and stay current on valuation methodologies and industry trends.

Formación

• 3+ years of valuation experience in US tax or GAAP valuations.
• Ability to review valuation models and guide analysts.
• Experience at Big Four, regional firm, or independent valuation firm.
• Strong interpersonal and client discovery skills.
• Willingness to travel 2–3 times per year.

Responsabilidades

• Respond to inbound leads and referrals, manage intake calls and scoping.
• Own and deepen a portfolio of client relationships, expanding services used.
• Prepare proposals, presentations, and marketing materials for prospective clients.
• Represent Eton at networking events, industry conferences, and trade shows (2–3 trips/year).
• Oversee valuation engagements including 409A, ASC 718 and ASC 820, business enterprise valuations and purchase price allocations.
• Act as senior client contact, coordinate with analysts and project managers, keeping clients updated.

Conocimientos

Valuation experience

Client relationship management

Remote collaboration

Herramientas

Excel

Valuation software

Descripción del empleo

Company Description

Established in 2010, Eton Venture Services (Eton) delivers independent valuation and M&A advisory services through deep expertise, analytical rigor, and hands-on partnership. Our experienced team works directly with company founders, CFOs, and law firms to provide clear, defensible work product and guidance for each client’s unique situation. A large share of our work comes from referrals from our relationships with law firms, accounting firms, other business partners, and existing clients. Our US-based client team works alongside our valuation team on every engagement.

Role Description

This role combines client relationships with technical oversight. About 80% of the job is client interaction, and you will start with an established book rather than building one from scratch. After an initial period of orientation and shadowing our senior team members, you will take ownership of a portfolio of existing client relationships. We have strong inbound client demand, so there is no expectation that you immediately generate your own pipeline. If you bring existing relationships, of course we want you to keep growing them.

Client relationships and business development

• Respond to inbound leads and referrals from law firms, accounting partners, and existing clients, and lead intake and scoping calls.
• Own and deepen a portfolio of client relationships, expanding the range of services each client uses.
• Keep response times fast so no inbound opportunity waits.
• Help prepare proposals, presentations, and marketing materials for prospective clients.
• Contribute to thought leadership such as articles, webinars, and case studies.
• Track and report on pipeline activity and business development metrics.
• Represent Eton at networking events, industry conferences, and trade shows, typically two to three trips a year.

Engagement oversight

• Oversee a range of valuation engagements, including 409A, gift and estate, QSBS, ASC 718 and ASC 820, business enterprise and intangible asset valuations, and purchase price allocations.
• Act as the senior point of contact between clients and our analyst team, and work with our project managers to keep clients updated as engagements progress.
• Review valuation models, reports, and deliverables for accuracy, clarity, and compliance with applicable standards (e.g., ASC 805, ASC 350, ASC 718, ASC 820, IRC 409A).
• Provide technical guidance to the analyst team.
• Stay current on valuation methodologies, regulations, and industry trends.

Qualifications

We weigh how you work with clients and teammates as heavily as the resume: we want someone who understands valuation and enjoys working with clients. We work remotely, so you must be able to work independently and build relationships and rapport with teammates across the US, Europe, and Asia.

Must have

• 3+ years of valuation experience, covering tax valuations, US GAAP financial reporting valuations, or both.
• Ability to review valuation models and reports and give technical guidance to analysts.
• Experience at a Big Four firm, a large regional accounting firm, or an independent valuation firm.
• Genuine enjoyment of client work, with a polished, clear, and concise communication style and strong discovery and rapport-building skills.
• A self-starter who is thoughtful, deliberate, and outgoing, with an interest in building long-term relationships.
• Experience with and interest in business technology.
• Willingness to travel two to three times a year.

Nice to have

• A valuation or finance credential such as ABV, ASA, CFA, or CVA (CPA also welcome).
• Experience working with law firms, or a legal background that has moved into valuation or accounting.
• Experience with startups or private technology companies.
• Experience working with private equity firms or their portfolio companies, such as portfolio valuations, purchase price allocations, or fund reporting under ASC 820.
• Existing client relationships you would continue to develop.

Location

fully remote within the US. Austin, Dallas, Atlanta, Salt Lake City, and Miami are top priorities, but we welcome candidates elsewhere in the US.

Compensation and benefits

competitive salary commensurate with experience plus a tiered commission, with higher rates at higher sales levels. Commission is paid on new revenue and on growth within the book you inherit. Health benefits start on your first day, and you will be eligible for a bonus based on firm-wide performance and a 401(k) plan.

Eton is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.