Business Valuation Manager
KLR, Providence, RI, United States
KLR is one of the largest full-service CPA and business advisory firms in New England and is ranked amongst the Top 100 firms in the United States. From our offices in Andover, Boston, Lausanne, Newport, and Providence, the 350+ person firm provides assurance, tax, and business advisory services to private and publicly-held companies throughout the United States and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.
We are seeking a Business Valuation Manager to join our Business Valuation Services Team based in our Providence office on a flexible hybrid basis.
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 valuation of intangible assets
Goodwill and long-lived asset impairment analyses
Inventory, deferred revenue, and contingent consideration assessments
Debt and equity component 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.
Qualifications
Bachelor’s degree in Accounting, Finance, Economics, or related field
5+ years of business valuation experience (public accounting or valuation firm)
CPA 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
Benefits At KLR, your career, and your life outside of work, matter. Our benefits package includes:
Unlimited Paid Time Off
so you can actually recharge
18 Paid Holidays , giving you built-in rest throughout the year
Employer-Matched 401(k)
to invest in your future
Tuition Assistance + CPA Exam/Prep Support
to accelerate your growth
Mentorship & Leadership Development Programs
designed to elevate your career
Robust Referral Bonuses
for helping us grow our team and client base
Pay Range The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location.
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We are seeking a Business Valuation Manager to join our Business Valuation Services Team based in our Providence office on a flexible hybrid basis.
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 valuation of intangible assets
Goodwill and long-lived asset impairment analyses
Inventory, deferred revenue, and contingent consideration assessments
Debt and equity component 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.
Qualifications
Bachelor’s degree in Accounting, Finance, Economics, or related field
5+ years of business valuation experience (public accounting or valuation firm)
CPA 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
Benefits At KLR, your career, and your life outside of work, matter. Our benefits package includes:
Unlimited Paid Time Off
so you can actually recharge
18 Paid Holidays , giving you built-in rest throughout the year
Employer-Matched 401(k)
to invest in your future
Tuition Assistance + CPA Exam/Prep Support
to accelerate your growth
Mentorship & Leadership Development Programs
designed to elevate your career
Robust Referral Bonuses
for helping us grow our team and client base
Pay Range The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location.
#J-18808-Ljbffr