What are the responsibilities and job description for the Business Valuation Manager position at Level Financial Group, LLC?
About the Role:
Our growing forensic accounting and business valuation firm is seeking a Business Valuation Manager to join our team in one of our South Carolina offices (Columbia, Summerville, or Charleston). This is an excellent opportunity for an experienced valuation professional looking to lead challenging engagements, mentor a team, and make an immediate impact in a specialized and respected practice.
Who We Are:
We are a boutique accounting firm focused exclusively on forensic accounting, litigation support, and business valuation. Our clients include law firms, business owners, and individuals involved in complex financial disputes. We work on cases involving divorce, shareholder litigation, estate planning, and commercial damages.
Key Responsibilities:
- Lead and manage business valuation engagements from start to finish
- Analyze financial records, tax returns, and market data to determine business value
- Prepare written valuation reports for litigation and advisory purposes
- Provide expert analysis and testimony support for legal proceedings
- Supervise and train junior valuation staff and analysts
- Maintain strong client relationships and manage engagement timelines
- Stay up to date with industry trends, methodologies, and valuation standards
Qualifications:
- Bachelor’s degree in Accounting, Finance, Economics, or a related field
- CPA or MBA and ABV, ASA, CFA, CVA or other valuation-related designation
- Minimum 5 years of hands-on experience in business valuation
- Experience with litigation support, forensic analysis, or expert witness reporting is a plus
- Strong analytical, organizational, and communication skills
- Proficient in Microsoft 360, and valuation tools (e.g., ValuSource, BVR Pro, PitchBook. Kroll, TagniFi, among others)
- Must be willing to work on-site in Columbia, Summerville, or Charleston, SC
Why Join Us:
- Competitive salary and bonus potential
- Clear path to growth and leadership within the firm
- Collaborative and intellectually engaging work environment
- Exposure to complex, high-value cases across multiple industries
- Paid professional development and certification support
- Meaningful work with a team that values precision, integrity, and client service
Benefits:
- Competitive salary based on experience.
- Health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Professional development and certification support.
- Flexible work environment.
To Apply:
Please submit your resume (with testifying experience) and a brief cover letter outlining your valuation experience and preferred office location.
Salary : $115,000 - $160,000