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Business Valuation Manager

United States X Advisors Washington, LLC
Tacoma, WA Full Time
POSTED ON 2/7/2025 CLOSED ON 3/8/2025

What are the responsibilities and job description for the Business Valuation Manager position at United States X Advisors Washington, LLC?

We are seeking a Business Valuation Manager to join our growing Business Valuation and Litigation Support Team. We currently work on between 50 and 100 business valuation engagements per year.


Responsibilities will include:


  1. Preparation and review of valuations for closely held businesses – primarily for the purposes of marital dissolution, shareholder disputes, and estate/gift taxation;
  2. Prepare and review litigation support calculations, including the calculation of lost profits and personal economic losses;
  3. Reviewing pension valuation calculations (primarily for divorce purposes);
  4. Build and update financial models and approaches to valuation;
  5. Testify as to the conclusion and/or calculations in matters to go to trial or for the purpose of deposition; and
  6. Train and mentor department staff.


Requirements:


  1. A minimum of 7 years of experience preparing business valuation reports within a CPA or consulting firm;
  2. Hold a valid CPA license;
  3. Hold at least one business valuation credential (CVA is preferred);
  4. Advanced financial modeling, accounting, research, and analytical skills;
  5. Experience testifying is preferred, but not required;
  6. Manage a referral network of attorneys and other professionals that refer work to you;
  7. Excellent written and verbal communication skills; and


Ability to work well in a collaborative environment.

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