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Director of Valuation

DirectorDirectorOtherRemoteLeadTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

134 days ago

Salary

$200K - $250K / year

Seniority

Lead

Bachelor Degree7 yrs expEnglish

Job Description

Director of Valuation

Crete Professionals Alliance

• Lead and sign off on transfer tax valuations, including minority LP/LLC interest appraisals. • Develop defensible support for DLOC and DLOM conclusions based on governing documents and market evidence. • Determine appropriate valuation approaches and key inputs, and oversee engagement execution from scoping through final delivery. • Serve as senior technical contact for estate planning attorneys, CPAs, wealth advisors, and family offices. • Build and enforce standards: intake checklist, workpapers, report templates, discount memos, and QA review process. • Train and mentor analysts. Build a scalable production workflow. • Support audit or inquiry responses as needed, including documentation and technical explanations.

Job Requirements

  • 7+ years in business valuation with meaningful volume in gift and estate / transfer tax work.
  • Track record leading engagements and reviewing models, workpapers, and reports.
  • Strong report writing and client-facing communication.
  • Deep experience with transfer tax valuations and minority interest appraisals of LP/LLC interests.
  • Strong ability to analyze entity agreements and document control rights, restrictions, transfer limitations, and distribution provisions.
  • Command of valuation approaches and when to use them: Asset/NAV approach, Income approach (DCF, capitalization), and Market approach (GPC/transactions).
  • Proven ability to produce IRS-ready reports with clean workpapers, tie-outs, and supportable assumptions.
  • Strong QA discipline and advanced Excel modeling and review skills (ownership schedules, cap tables, waterfalls, sensitivity analysis).

Benefits

  • Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
  • Company-Paid Life and Long-Term Disability Insurance
  • Ancillary Benefits such as supplemental life insurance and short-term disability options
  • Classic Safe Harbor 401(k) Plan with employer contributions
  • Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

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