Business Valuation Manager

ATLAS CPAs & Advisors PLLC•Scottsdale, AZ

35d

About The Position

ATLAS Navigators, LLC is an accounting, tax, and consulting firm that is looking for someone who fits our culture, vision, work ethic, and team. ATLAS stands for Advisors That Listen And Serve, and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space, always. ATLAS seeks to add value to our clients, our people, and our culture, inside and outside of our office walls. If you are looking for a company that will invest, motivate, and inspire you to aim high, ATLAS is it. OVERVIEW The Business Valuation Manager will report to the Business Valuation Partner and play a critical role in leading valuation engagements involving complex financial matters. This includes work supporting litigation, tax compliance, and strategic business decisions, where conclusions must be well-supported, clearly documented and defensible. ATLAS provides business valuation and forensic accounting services for closely held businesses, often in the context of shareholder disputes, divorce proceedings, estate and gift tax reporting, and other matters requiring a qualified, supportable fair market value conclusion. This role offers the opportunity to contribute to analyses that may be subject to review by attorneys, courts, and regulatory agencies, requiring a high level of precision, judgment, and professional rigor.

Requirements

Strong command of business valuation theory and application across complex engagements
Demonstrated ability to produce defensible valuation analysis and reports
Advanced financial modeling skills and high proficiency in Excel
Experience working with financial statements, tax returns, and complex financial data sets
Understanding of valuation considerations in litigation, dispute, and tax-related contexts
Knowledge of discount methodologies, including lack of control and marketability
Strong analytical thinking with exceptional attention to detail
Ability to critically review work and ensure near error-free deliverables
Strong written and verbal communication skills, particularly in high-stakes or technical environments
Bachelor’s Degree in Accounting, Finance, or Business.
At least one professional designation in valuation or forensic services (e.g., CVA, ABV, ASA, CBA, CFE, CFF).
Minimum of five years’ experience in valuation work.

Nice To Haves

Experience in supporting litigation or forensic accounting engagements strongly preferred

Responsibilities

Lead and manage business valuation engagements from planning through final delivery
Supervise, mentor, and review the work of analysts and senior analysts
Apply advanced valuation methodologies, including asset, income, and market approaches, with appropriate selection and justification
Develop, review, and finalize valuation models, projections, and reports that are accurate, supportable and defensible
Analyze financial statements, tax returns, and other financial data to support conclusions
Perform and review discount analyses, including lack of control and lack of marketability
Utilize industry research and transaction databases to support valuation positions
Ensure all deliverables meet professional standards and are suitable for third-party reliance, including legal and regulatory review
Communicate findings and conclusions clearly to clients, attorneys, and internal stakeholders
Support billing, collections, and overall engagement management