Valuations Analyst
DBTA is a full-service accounting firm that specializes in the needs of the Private Client. Our clients include ultra-high net worth and new wealth individuals (business owners, athletes, and entertainers). The taxation practice of DBTA include preparation for the following tax returns: Trust, Corporate, Individual, Estate & Gift, Captive Insurance, Partnership, Private Foundation, and International We are a group of talented entrepreneurial accounting professionals who care about culture. Job Summary :
We are seeking a detail-oriented and analytical Valuations Analyst to join our team. This role is ideal for someone who thrives in a small firm environment and is passionate about providing accurate and insightful valuations for tax planning, estate and gift tax reporting, and business advisory services. Responsibilities :
- Conduct valuations of closely held businesses, investment entities, and other assets for tax and financial reporting purposes.
- Prepare valuation reports in compliance with IRS guidelines and industry standards (e.g., AICPA, USPAP).
- Analyze financial statements, market data, and industry trends to support valuation conclusions.
- Collaborate with tax professionals to integrate valuation findings into client strategies.
- Assist in audit defense and respond to IRS inquiries related to valuation matters.
- Maintain organized documentation and support files for all valuation engagements.
- Stay current on valuation methodologies, tax regulations, and industry developments.
- Bachelor’s degree in Finance, Accounting, Economics, or related field; CPA or ASA designation preferred.
- 2+ years of experience in business valuation, preferably in a public accounting or consulting environment.
- Strong understanding of valuation approaches (income, market, asset-based).
- Proficiency in Excel and valuation software; experience with CCH Axcess is a plus.
- Excellent written and verbal communication skills.
- Ability to manage multiple projects and meet deadlines in a fast-paced setting.
- Medical, Dental, and Vision insurance
- Immediate participation in 401(k) and 100% vested match after 1 year of service
- Company paid life and long-term disability insurance
- HSA, HRA and Flex Spending Account options
- Dynamic and diverse work environment
- Opportunities for professional growth and development.
- Paid holidays and 15 PTO days annually
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