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Valuations Analyst

Valuations Analyst

DUGGAN BERTSCH, LLCChicago, IL, US
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Job Description

Job Description

Valuations Analyst – DB Tax & Accounting (DBTA), Chicago

About DB Tax & Accounting (DBTA) :

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.

Qualifications :

  • 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.

    • Benefits :

  • 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

    • The salary for this position is $75,000-$80,000 annually

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    Valuation Analyst • Chicago, IL, US