Transaction Advisory and Valuation Manager

Advance your career with Wilke CPAs & Advisors. We are seeking talented professionals who find work challenging and rewarding and want to develop their client portfolio in an entrepreneurial environment. We are looking for individuals who are self-motivated and excel in teamwork. Candidates should have exceptional communication skills and a strong entrepreneurial drive. Additionally, Transaction Advisory and Valuation Managers may have the option for hybrid/remote work opportunities.

At Wilke CPAs & Advisors, we understand that change can be challenging, but it is also a constant source of growth and reward. We look forward to being a part of your professional journey.

If you're interested in the Transaction Advisory and Valuation Manager position, please reach out to us.

Transaction Advisory and Valuation Manager

The person in this full-time position will conduct buy-side and sell-side financial due diligence engagements, lead valuation engagements, and manage client relationships. While we prefer candidates with at least 3 years of professional-level project management experience, we would still like to hear from you if you embody the traits of an entrepreneur—passion, self-starting attitude, excellent communication skills, flexibility, strong vision, and confidence.

Expectations for consideration

• Perform buy-side and sell-side financial due diligence engagements for private equity and corporate clients
• Assess the subject company’s quality of earnings, key risk areas, cash flows, potential liabilities, and working capital
• Communicate with and present findings to the client executive team
• Perform valuation engagements per AICPA and IRS guidelines for various purposes, including gift/estate tax, litigation, M&A transactions, equity compensation, financial reporting, shareholder buyouts, and disputes.
• Build valuation models using accepted Income, Market, and Asset approaches
• Work closely with clients and their advisors to understand their business and industry, and apply this knowledge to the valuation project
• Present valuation conclusions and key drivers to clients and their advisors
• Consult with business owners to develop exit/succession plans to help clients achieve their long-term goals
• Serve the needs of the client by planning, coordinating, and executing cross-functional risk management projects
• Coordinate with managers in all phases of the engagement, including the execution of the project deliverables, communications with the project team, staffing requirements, job planning, and scheduling
• Manage client relationships
• Identify further areas of value-add to create opportunities for future projects
• Demonstrate strong communication skills and the ability to work independently
• BA or BS in Business, Accounting, or related field required; Master’s Degree preferred
• 3+ years of professional-level project management experience required
• Transaction Advisory or Valuation experience preferred
• Understand professional standards and applicable legal and regulatory requirements along with the firm's policies and procedures
• Travel to and from client locations as needed

Salary range commensurate with experience.

We expect this professional to maintain positive client relations, confidentiality of client information, and clear client communication.