Talent.com
Valuations Analyst

Valuations Analyst

DUGGAN BERTSCH, LLCChicago, IL, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.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 #DBTA   Powered by JazzHR
    • serp_jobs.job_alerts.create_a_job

    Valuation Analyst • Chicago, IL, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Analyst, Real Estate (Healthcare) - Valuation Advisory

    Analyst, Real Estate (Healthcare) - Valuation Advisory

    StoutChicago, IL, United States
    serp_jobs.job_card.full_time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Payments Analyst

    Payments Analyst

    VirtualVocationsNaperville, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for a Payments Analyst to support its Finance team in a remote capacity.Key Responsibilities Design and maintain automated anomaly detection and alerting systems for payment ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Deductions Analyst

    Deductions Analyst

    Creative Financial StaffingNaperville, IL, US
    serp_jobs.job_card.full_time
    Our client, a growing manufacturer, is seeking a Deductions Analyst to join their team.This role will focus on collecting outstanding payments, resolving customer deductions, and maintaining accura...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Analyst, Real Assets and Sustainable Investments

    Senior Analyst, Real Assets and Sustainable Investments

    MacArthur FoundationChicago, IL, US
    serp_jobs.job_card.full_time
    Senior Analyst, Real Assets And Sustainable Investments.MacArthur Foundation is one of the nation's largest independent foundations. The Foundation supports creative people, effective institutions, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Quantitative Analyst - Expression of Interest

    Quantitative Analyst - Expression of Interest

    Eclipse TradingChicago, IL, US
    serp_jobs.job_card.full_time
    Quantitative Analyst (Chicago).Eclipse Trading is a leading proprietary derivatives trading firm.Founded in 2007, we have over 120 employees across 4 office locations – Hong Kong (our HQ), Sy...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Analyst, Transaction Opinions - Valuation Advisory

    Analyst, Transaction Opinions - Valuation Advisory

    StoutChicago, IL, United States
    serp_jobs.job_card.full_time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Finance Analyst

    Senior Finance Analyst

    VirtualVocationsLincolnwood, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior GTM Finance Analyst, Self Serve.Key Responsibilities Build, maintain, and improve financial models to forecast self-serve ARR Partner with cross-functional team...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Analyst, Commercial Valuation

    Analyst, Commercial Valuation

    Partner Valuation Advisors (PVA)Chicago, IL, US
    serp_jobs.job_card.full_time
    Partner Valuation Advisors (PVA) is actively hiring professionals to meet the increasing demands of their client base.Founded by nationally respected industry veterans, we are blazing a new trail i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Finance Business Analyst

    Finance Business Analyst

    VirtualVocationsGary, Indiana, United States
    serp_jobs.job_card.full_time
    A company is looking for a Finance Business Analyst with expertise in ERP, SaaS billing systems, and credit / collection systems. Key Responsibilities : Manage data flow from CRM to ERP for orders an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Commercial Real Estate Analyst : National

    Commercial Real Estate Analyst : National

    Fifth Third BankChicago, IL, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION : This positio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Collections Analyst

    Collections Analyst

    CorcentricDowners Grove, IL, United States
    serp_jobs.job_card.full_time
    As a Collections Analyst at Corcentric, you will join a driven, ambitious team within an entrepreneurial global organization. As a technology-enabled Managed Services provider, we specialize in Acco...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investor Reporting Analyst

    Investor Reporting Analyst

    VirtualVocationsChicago, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for an Investor Reporting Analyst I.Key Responsibilities Manage daily and monthly operations for investor portfolios, including reporting and reconciliations Resolve edits, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Valuation Analyst I

    Valuation Analyst I

    Jackson National Life Insurance CompanyChicago, IL, US
    serp_jobs.job_card.full_time
    Jackson National Life Insurance Company (Jackson) offers products, tools, and support designed to help Americans plan for a retirement with purpose. Jackson National Asset Management, LLC (JNAM) is ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Analyst, Global Markets

    Analyst, Global Markets

    BMO Financial GroupChicago, IL, United States
    serp_jobs.job_card.part_time
    BMO Capital Markets is a leading, full-service financial services provider.We offer corporate and investment banking, treasury management, as well as research and advisory services to clients aroun...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Analyst - Global Financial Controls

    Analyst - Global Financial Controls

    Northern TrustChicago, IL, US
    serp_jobs.job_card.full_time
    Northern Trust Job Opportunity.Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Analyst, Alternatives Investments

    Analyst, Alternatives Investments

    CI Financial Corp.Chicago, IL, US
    serp_jobs.job_card.permanent
    At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, ca...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Revenue Finance Analyst

    Senior Revenue Finance Analyst

    VirtualVocationsChicago, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Analyst, Revenue Finance.Key Responsibilities Lead revenue forecasting and BvA analysis for major verticals, providing actionable insights to senior leadership ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Mortgage Resolution Analyst

    Mortgage Resolution Analyst

    VirtualVocationsLincolnwood, Illinois, United States
    serp_jobs.job_card.full_time
    A company is looking for a Mortgage Resolution Analyst III (Assumptions Focused Underwriter).Key Responsibilities Examine, evaluate, and pre-qualify loan assumption requests Review loss assumpti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day