Senior Manager, Business Valuation

March 19

🥔 Idaho – Remote

Although this job is listed in Idaho, this company may be open to hiring remote in other states.

🌲 Oregon – Remote

Although this job is listed in Oregon, this company may be open to hiring remote in other states.

+1 more states

🥔 Idaho – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $150k - $175k / year

⏰ Full Time

🟠 Senior

👔 Manager

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Perkins & Co

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Perkins & Co is a leading accounting firm based in Oregon and Southwest Washington, known for its comprehensive range of financial services. The firm specializes in offering tailored accounting, tax, and advisory services across various industries including creative services, dealer services, food and beverage, manufacturing and distribution, nonprofit, professional services, public companies, real estate and construction, technology, and wineries and vineyards. Perkins & Co prides itself on providing thoughtful, consultative, and straightforward conversations, ensuring clients receive honest insights for sound financial decisions. With a team of dedicated professionals, Perkins & Co is committed to supporting entrepreneurs and ensuring client satisfaction with a high client rating and a focus on proactive tax planning, risk management, and business advisory. Their services extend globally, offering IFRS and expatriate tax services, and they have been recognized as the most admired accounting firm in their region.

Assurance services • Business advisory services • Business valuation • Cost segregation • Employee benefit plan audits

51 - 200 employees

Founded 1986

💸 Finance

🤝 B2B

🏢 Enterprise

📋 Description

• The work location for this role is flexible, but due to the nature of the work, preference will be given to those located in the Pacific Northwest. Unfortunately, we are not able to hire those who live outside the U.S. • We are adding a Senior Manager to our Business Valuation (BV) team! Are you someone who gets excited and a little nerdy about valuation work, loves working with fun and smart people, and is ready to make your mark? This could be the role for you! • Nobody works in a silo here, and Work Together isn’t just one of our core values, it’s literally how we operate daily. As a BV Senior Manager, you’ll collaboratively lead and execute challenging valuation engagements by participating in all aspects of valuation projects, from start to finish - letter of engagement through completed reports. • You’ll use your strong analytical skills and understanding of business valuation methodologies to establish the value of businesses, business interests, and intangible assets for estate and gift planning, M&A and other transactions, business succession planning, disputes, litigation support, tax planning and compliance, financial reporting, and other corporate-related matters. All this variety keeps things exciting, and means that you will have to be flexible, creative, and nimble amid regular changes while demonstrating resilience to meet multiple deadlines. • You’ll research companies, their industries, and competitors, inspecting and analyzing financial statements and data to assess operational profitability and financial conditions. • You’ll construct financial modelling to develop and review cash flow forecasts, perform benchmark analysis, and create the narrative report of your valuation analysis. • From time to time, you will be called to confidently and competently testify in court proceedings. • The job is not all sitting behind a computer, pouring over data. Far from it! Success in Advisory Services depends on the ability to cultivate strong relationships and having a keen eye for opportunities to lend additional value to our clients. • Business development will be a large part of your role, which will entail attending industry events or mixers, writing industry specific blog posts, and getting involved in local business groups (Estate Planning Council, OEN, etc.) • Finally, this is a supervisory role, so you’ll mentor other members of the team on all of the above.

🎯 Requirements

• ABV or ASA credential is required; CFF, CFA, or CPA credentials are desired • Bachelor’s degree in Accounting, Finance, or Financial Planning or an equivalent combination of experience and education • You’re someone who can shift between the steadiness of compliance work and the high/low of transaction advisory work. You have a track record of independently managing time and work projects effectively, including establishing project goals, tracking status, and communicating results/recommendations • You’re a solid supervisor and leader for your team and model of putting ego aside to roll up your sleeves (everyone on the team wears multiple hats) • You’re good at business development, and look forward to facilitating growth of the practice • Your work experience has helped you become an expert using Excel and advanced in Word, adept at written and verbal communication, and given you some depth of exposure to business agreements, M&A agreements, estate documents, financial statements, accounting, and taxation (typically this would be acquired via 8 or more years in accounting, finance, or financial planning roles)

🏖️ Benefits

• 401(k) profit sharing plan with immediate vesting of employer contributions • 14.5 paid holidays • 5 weeks of paid time-off (PTO) • Perkins Paid Leave Plan, which provides up to 12 weeks of paid leave for bonding with a new child, medical care for yourself or a family member, and other needs.