Director of Valuation
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Job Description
Director of Valuation for Northstar Financial overseeing transfer tax valuations and minority interest appraisals. Leading engagement execution and maintaining report standards in a remote role.
Responsibilities:
- 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.
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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