Valuations Analyst

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 :

Benefits :

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

#DBTA

Powered by JazzHR

cVw3o0PBKP