Senior Associate - Valuation, Forensics & Litigation
SAX, Parsippany, NJ, United States
At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family‑owned businesses, not‑for‑profit entities, government, and high‑net‑worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team‑member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!
In our Valuation, Forensic & Litigation sector, leading attorneys, business owners, and the judiciary lean on us to help navigate through the intricacies of any matter. Whether you’re engaged in valuation, litigation, Alternative Dispute Resolution, or just trying to find a solution to a complex financial situation, the Valuation, Forensic & Litigation team at SAX is equipped to help.
Position Overview We’re currently looking to expand our Valuation, Forensic, and Litigation team by bringing on an experienced and dynamic Senior Associate. Ideally this candidate will have experience in some of our core VFL divisions, including business valuation, matrimonial cases, forensic accounting and economic damage analysis.
This role follows a hybrid work schedule located in the Parsippany, NJ office.
Job Responsibilities
Spearheading the creation of valuation models and reports, including both preparation and review of other team members
Training of team members
Conduct management interviews regarding operations of businesses for valuations
Perform financial analysis in relation to valuation, forensic accounting, and litigation arrangements
Engage in online database research and the collection of supporting documents to support reports
Report writing for litigation engagements
Ability to speak with clients and their representatives regarding engagements
Qualifications And Experience
3+ years business valuation experience at a valuation firm or at an accounting firm in a valuation practice
Bachelor’s degree in Accounting, Finance or Economics with coursework in quantitative and qualitative analysis
Experience preparing and reviewing valuations for litigation, tax and financial reporting purposes
CPA License preferred
Valuation credentials, or pursuit of such credentials, a plus (ASA/AM, ABV, CVA, AVA, CFA)
Forensic credentials, or pursuit of such credentials, a plus (CFF, MAFF, CFE)
Proficiency in MS Office
Expertise with on-line databases (DealStats, Capital IQ) and internet research of company specific, industry and economic analysis
Strong written and verbal skills, attention to detail and accuracy
Ability to multi-task and balance priorities to meet deadlines
Ambitious and career-oriented
Comprehensive Benefits Package Includes
Top Tier Health, Dental, & Vision Plans
Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
Medical and Dependent Care
Life and Voluntary Life Insurance
Short and Long‑Term Disability Insurance
401k plan with matching contribution
Defined Contribution Plan (profit sharing)
Customized Work Arrangements
Floating Holidays and Volunteer PTO
Unlimited PTO for Managers and Above
Referral Bonus Program
Tuition Reimbursement for Advanced Degree
Healthy Living Reimbursement Program
Health & Wellness App Subscription
CPA & EA reimbursement for study materials and exam
AICPA and CPA State Society membership reimbursement for Managers and above
OnDemand access to industry leading CPE courses
Summer Fridays at 1pm
SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
New Jersey Pay Range: $90,000 USD - $115,000 USD
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In our Valuation, Forensic & Litigation sector, leading attorneys, business owners, and the judiciary lean on us to help navigate through the intricacies of any matter. Whether you’re engaged in valuation, litigation, Alternative Dispute Resolution, or just trying to find a solution to a complex financial situation, the Valuation, Forensic & Litigation team at SAX is equipped to help.
Position Overview We’re currently looking to expand our Valuation, Forensic, and Litigation team by bringing on an experienced and dynamic Senior Associate. Ideally this candidate will have experience in some of our core VFL divisions, including business valuation, matrimonial cases, forensic accounting and economic damage analysis.
This role follows a hybrid work schedule located in the Parsippany, NJ office.
Job Responsibilities
Spearheading the creation of valuation models and reports, including both preparation and review of other team members
Training of team members
Conduct management interviews regarding operations of businesses for valuations
Perform financial analysis in relation to valuation, forensic accounting, and litigation arrangements
Engage in online database research and the collection of supporting documents to support reports
Report writing for litigation engagements
Ability to speak with clients and their representatives regarding engagements
Qualifications And Experience
3+ years business valuation experience at a valuation firm or at an accounting firm in a valuation practice
Bachelor’s degree in Accounting, Finance or Economics with coursework in quantitative and qualitative analysis
Experience preparing and reviewing valuations for litigation, tax and financial reporting purposes
CPA License preferred
Valuation credentials, or pursuit of such credentials, a plus (ASA/AM, ABV, CVA, AVA, CFA)
Forensic credentials, or pursuit of such credentials, a plus (CFF, MAFF, CFE)
Proficiency in MS Office
Expertise with on-line databases (DealStats, Capital IQ) and internet research of company specific, industry and economic analysis
Strong written and verbal skills, attention to detail and accuracy
Ability to multi-task and balance priorities to meet deadlines
Ambitious and career-oriented
Comprehensive Benefits Package Includes
Top Tier Health, Dental, & Vision Plans
Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
Medical and Dependent Care
Life and Voluntary Life Insurance
Short and Long‑Term Disability Insurance
401k plan with matching contribution
Defined Contribution Plan (profit sharing)
Customized Work Arrangements
Floating Holidays and Volunteer PTO
Unlimited PTO for Managers and Above
Referral Bonus Program
Tuition Reimbursement for Advanced Degree
Healthy Living Reimbursement Program
Health & Wellness App Subscription
CPA & EA reimbursement for study materials and exam
AICPA and CPA State Society membership reimbursement for Managers and above
OnDemand access to industry leading CPE courses
Summer Fridays at 1pm
SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
New Jersey Pay Range: $90,000 USD - $115,000 USD
#J-18808-Ljbffr