Valuations Manager

Saffery Llp; United States; Hybrid; USD 80,000 - 119,000; Full time

Benefits offered by this job

35-hour week

Hybrid working policy

25 days annual leave

Life Assurance

Flexible benefits

Profit-Sharing Plan

Job summary

Saffery is seeking an experienced valuations professional to join its London-based Valuations Team. You will own delivery of a broad range of engagements across tax, financial reporting and commercial valuations for clients including large corporates, SMEs and high-net-worth individuals.

The role emphasises leadership, coaching, and development of junior staff, with exposure to MIPs, PPAs and IP valuations. A hybrid working model and a strong client-service ethos are core to the role.

Qualifications

• At least 4 years in a specialist valuation team or equivalent.
• Experience leading valuations with limited supervision.
• Experience valuing MIPs, growth shares and employee share schemes for UK tax.
• Exposure to IP valuations, PPAs and intangible assets.

Responsibilities

• Manage valuations engagements from planning to completion.
• Lead preparation and review of valuation models and reports.
• Provide technical analysis and practical solutions to complex matters.
• Act as primary client contact and maintain relationships.
• Coach and develop junior team members; support project delivery.
• Assist with engagement planning, resourcing and QA processes.
• Contribute to methodologies, templates and quality control.
• Support business development and client meetings for new work.
• Keep up-to-date on valuation theory and regulatory changes.
• Collaborate with partners across tax, audit and corporate finance.

Skills

Valuation experience

Engagement leadership

Client relationship building

Financial modelling

Coaching junior staff

PWERMs & option-pricing

Tools

Excel

Job description

Our Valuations Team in London is looking for a valuations professional to join a growing team to work on a variety of valuations engagements for financial reporting, tax and commercial purposes. You will be an integral part of our specialist, recently created specialist valuations offering, performing engagements for large corporates, SME business and high-net worth individuals. The team You will be part of a friendly and ambitious team which supports the partnership across the firm's UK offices whilst adding real value to its clients. As an Assistant Manager/Manager within the Valuations Team, you will take ownership of the delivery of a broad range of valuation engagements, supporting clients and internal teams across tax, financial reporting, transactions and commercial advisory assignments. You will play a key role in maintaining the team's technical excellence, developing junior team members and helping to build a high-quality national valuation practice. You will often be liaising with clients at a senior level and will have a close working relationship with the Partners of the firm. Key responsibilities

• Managing valuation engagements from planning through to completion, ensuring work is delivered on time, within budget and to a consistently high technical standard.
• Leading the preparation and review of valuation models, reports and supporting analyses across a range of valuation purposes, including tax, financial reporting, strategic and transactional engagements.
• Undertaking robust technical analysis, applying professional judgement and developing practical solutions to complex valuation matters.
• Acting as a primary point of contact for clients during engagements, building strong relationships and delivering a high standard of client service.
• Liaising closely with partners, directors and colleagues across tax, audit, corporate finance and other service lines.
• Reviewing the work of junior team members and providing coaching, training and technical guidance to support their ongoing development.
• Assisting with engagement planning, resource allocation and project management to ensure efficient delivery across multiple assignments.
• Contributing to the development and enhancement of valuation methodologies, templates, processes and quality control procedures.
• Supporting business development initiatives, including preparing proposals, attending client meetings and identifying opportunities for additional valuation work.
• Maintaining up-to-date knowledge of valuation theory, market developments, tax legislation and financial reporting requirements relevant to valuation engagements.
• The successful candidate will be an experienced valuation professional with a strong technical grounding and the ability to operate independently across a wide variety of complex engagements. You will ideally have:
• At least 4 years' experience within a specialist valuation team, gained in practice, a valuation advisory firm or a comparable professional services environment.
• Demonstrable experience leading valuation engagements with limited day-to-day supervision.
• Strong experience across multiple valuation purposes, including tax valuations, financial reporting valuations, transaction-related valuations and general commercial valuations.
• Experience of valuing management incentive plans (MIPs), growth shares and other employee share arrangements for UK tax purposes.
• Exposure to intellectual property valuations, purchase price allocations (PPAs) and broader intangible asset valuations.
• Experience applying option-pricing methodologies and Probability-Weighted Expected Returns Models (PWERMs) when valuing securities in complex capital structures.
• Experience valuing shares and investment portfolios held within family investment companies (FICs).
• Strong financial modelling skills, including discounted cash flow modelling and market-based valuation techniques.
• Excellent written communication skills, with experience drafting valuation reports suitable for client, tax authority, audit and other stakeholder review.
• Experience coaching, supervising and developing junior team members.
• Confidence interacting directly with clients, lawyers, accountants and other external stakeholders.
• Strong organisational skills, with the ability to manage multiple projects and competing deadlines simultaneously.

When you work with us at Saffery, you work with people who know your name, not just a job title. We're a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We're committed to our clients, but also to our greatest asset - our people. As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we've got access to local insight on a global scale.
Equality, Diversity & Inclusion Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top., Saffery is a partner-led and people-focused firm of chartered accountants, tax and business advisers. Since 1855, we've built long-term relationships with our diverse, high-profile clients, across varied and specialised sectors. As a proud member of Nexia, a worldwide network of trusted member firms, we've got access to local insight on a global scale. We pride ourselves on our informal and inclusive culture, building an environment where people can be themselves and enjoy challenging, interesting, rewarding careers. When you work with Saffery, the well-respected accountancy firm where heritage meets ambition, you work with people who know your name. Who know you as a human being, not just a job title. Everyone belongs here. Always.

• A 35-hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4)
• Excellent benefits including contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies,
• Eligibility for the firm's Profit-Sharing Plan. Paid in December.