Senior Associate - Valuation, Forensics & Litigation

At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!

In our Valuation, Forensic & Litigation sector, leading attorneys, business owners, and the judiciary lean on us to help navigate through the intricacies of any matter. Whether you’re engaged in valuation, litigation, Alternative Dispute Resolution, or just trying to find a solution to a complex financial situation, the Valuation, Forensic & Litigation team at SAX is equipped to help.

Position Overview 

We're currently looking to expand our Valuation, Forensic, and Litigation team by bringing on an experienced and dynamic Senior Associate.  Ideally this candidate will have experience in some of our core VFL divisions, including business valuation, matrimonial cases, forensic accounting and economic damage analysis. This role follows a hybrid work schedule located in the Parsippany, NJ office.

Job Responsibilities: 

• Spearheading the creation of valuation models and reports, including both preparation and review of other team members
• Training of team members
• Conduct management interviews regarding operations of businesses for valuations
• Perform financial analysis in relation to valuation, forensic accounting, and litigation arrangements
• Engage in online database research and the collection of supporting documents to support reports
• Report writing for litigation engagements
• Ability to speak with clients and their representatives regarding engagements

Qualifications and Experience:

• 3+ years business valuation experience at a valuation firm or at an accounting firm in a valuation practice
• Bachelor’s degree in Accounting, Finance or Economics with coursework in quantitative and qualitative analysis
• Experience preparing and reviewing valuations for litigation, tax and financial reporting purposes
• CPA License preferred
• Valuation credentials, or pursuit of such credentials, a plus (ASA/AM, ABV, CVA, AVA, CFA)
• Forensic credentials, or pursuit of such credentials, a plus (CFF, MAFF, CFE)
• Proficiency in MS Office
• Expertise with on-line databases (DealStats, Capital IQ) and internet research of company specific, industry and economic analysis
• Strong written and verbal skills, attention to detail and accuracy
• Ability to multi-task and balance priorities to meet deadlines
• Ambitious and career-oriented

Comprehensive Benefits Package includes:

• Top Tier Health, Dental, & Vision Plans
• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
• Medical and Dependent Care
• Life and Voluntary Life Insurance
• Short and Long -Term Disability Insurance
• 401k plan with matching contribution
• Defined Contribution Plan (profit sharing)
• Customized Work Arrangements
• Floating Holidays and Volunteer PTO
• Unlimited PTO for Managers and Above
• Referral Bonus Program
• Tuition Reimbursement for Advanced Degree
• Healthy Living Reimbursement Program
• Health & Wellness App Subscription
• CPA & EA reimbursement for study materials and exam
• AICPA and CPA State Society membership reimbursement for Managers and above
• OnDemand access to industry leading CPE courses
• Summer Fridays at 1pm

SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.