Role Summary

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.

Core 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.

Technical Skills Required

• 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).

Qualifications

• 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.

Preferred

• 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).

Compensation

Base salary range: $200,000 to $250,000 plus bonus, commensurate with experience.

In addition to a rewarding career, we provide a robust benefits package, including:

• 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

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients.