Director of Valuation

Crete Professionals Alliance • Aventura, FL

14d • $200,000 - $250,000

About The Position

Northstar Financial Advisory is building a specialized valuation practice focused on transfer tax valuations and minority interest appraisals of LP/LLC interests. The Director of Valuation will own technical quality, methodology, report standards, and delivery for FLP/FLLC minority interest engagements, with the opportunity to expand into 409A and financial reporting valuations over time.

Requirements

• Deep experience with transfer tax valuations and minority interest appraisals of LP/LLC interests.
• Strong ability to analyze entity agreements and document control rights, restrictions, transfer limitations, and distribution provisions.
• Command of valuation approaches and when to use them: Asset/NAV approach for holding entities and investment partnerships Income approach (DCF, capitalization) for operating companies Market approach (GPC/transactions) with defensible selection and adjustments
• Advanced capability developing and reviewing key inputs: normalization adjustments, discount rates, multiples, and reconciliation.
• Proven ability to produce IRS-ready reports with clean workpapers, tie-outs, and supportable assumptions.
• Strong QA discipline and advanced Excel modeling and review skills (ownership schedules, cap tables, waterfalls, sensitivity analysis).
• 7+ years in business valuation with meaningful volume in gift and estate / transfer tax work.
• Track record leading engagements and reviewing models, workpapers, and reports.
• Strong report writing and client-facing communication.

Nice To Haves

• Credential: ASA, CPA/ABV, or CVA (or equivalent).
• Experience supporting matters under IRS exam, appeals, or controversy settings.
• Experience with adjacent valuations (409A, ASC 805, impairment).

Responsibilities

• Lead and sign off on transfer tax valuations, including minority LP/LLC interest appraisals.
• Develop defensible support for DLOC and DLOM conclusions based on governing documents and market evidence.
• Determine appropriate valuation approaches and key inputs, and oversee engagement execution from scoping through final delivery.
• Serve as senior technical contact for estate planning attorneys, CPAs, wealth advisors, and family offices.
• Build and enforce standards: intake checklist, workpapers, report templates, discount memos, and QA review process.
• Train and mentor analysts. Build a scalable production workflow.
• Support audit or inquiry responses as needed, including documentation and technical explanations.

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed