Perform business valuations across a range of purposes including financial reporting (ASC 805, ASC 718, ASC 350, etc.), 409A, gift & estate tax, fairness and solvency opinions, and ESOPs * Perform ...
Perform business valuations across a range of purposes including financial reporting (ASC 805, ASC 718, ASC 350, etc.), 409A, gift & estate tax, fairness and solvency opinions, and ESOPs * Perform ...
Valuation Senior Manager
Scottsdale, AZ · On-site
Businesses as part of a 409a valuation * Experience managing a team, including hiring, reviewing, and mentoring. * Experience overseeing project economics, including budgeting and evaluating the ...
Valuation Senior Manager
Scottsdale, AZ · On-site
Businesses as part of a 409a valuation * Experience managing a team, including hiring, reviewing, and mentoring. * Experience overseeing project economics, including budgeting and evaluating the ...
Valuation Senior Manager
Scottsdale, AZ · On-site
Businesses as part of a 409a valuation * Experience managing a team, including hiring, reviewing, and mentoring. * Experience overseeing project economics, including budgeting and evaluating the ...
Valuation Senior Manager
Scottsdale, AZ · On-site
Businesses as part of a 409a valuation * Experience managing a team, including hiring, reviewing, and mentoring. * Experience overseeing project economics, including budgeting and evaluating the ...
Valuation Manager
Scottsdale, AZ · On-site
... 409A valuations). Leverage this expertise so you can train, review, and coach junior staff. * Review complex compensation and financing agreements to determine the key terms for modeling and ...
Valuation Manager
Scottsdale, AZ · On-site
... 409A valuations). Leverage this expertise so you can train, review, and coach junior staff. * Review complex compensation and financing agreements to determine the key terms for modeling and ...
Valuation Manager
Scottsdale, AZ · On-site
... 409A valuations). Leverage this expertise so you can train, review, and coach junior staff. * Review complex compensation and financing agreements to determine the key terms for modeling and ...
Valuation Manager
Scottsdale, AZ · On-site
... 409A valuations). Leverage this expertise so you can train, review, and coach junior staff. * Review complex compensation and financing agreements to determine the key terms for modeling and ...
Senior Manager | Financial Valuation
$106K - $144K/yr
Perform business valuations across a range of purposes including financial reporting (ASC 805, ASC 718, ASC 350, etc.), 409A, gift & estate tax, fairness and solvency opinions, and ESOPs * Perform ...
Senior Manager | Financial Valuation
$106K - $144K/yr
Perform business valuations across a range of purposes including financial reporting (ASC 805, ASC 718, ASC 350, etc.), 409A, gift & estate tax, fairness and solvency opinions, and ESOPs * Perform ...
Senior Manager | Financial Valuation
$106K - $144K/yr
Perform business valuations across a range of purposes including financial reporting (ASC 805, ASC 718, ASC 350, etc.), 409A, gift & estate tax, fairness and solvency opinions, and ESOPs * Perform ...
Senior Manager | Financial Valuation
$106K - $144K/yr
Perform business valuations across a range of purposes including financial reporting (ASC 805, ASC 718, ASC 350, etc.), 409A, gift & estate tax, fairness and solvency opinions, and ESOPs * Perform ...
Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection * Identify inefficiencies in workflows and ...
Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection * Identify inefficiencies in workflows and ...
This position in our financial reporting valuation practice conducts valuations for such purposes as stock compensation (ASC 718 / 409A), purchase price allocations (ASC 805), and impairment testing ...
Quick apply
This position in our financial reporting valuation practice conducts valuations for such purposes as stock compensation (ASC 718 / 409A), purchase price allocations (ASC 805), and impairment testing ...
Finance and Equity Analyst - Rotational Program
$34.25 - $36.54/hr
Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection * Identify inefficiencies in workflows and ...
Finance and Equity Analyst - Rotational Program
$34.25 - $36.54/hr
Support customers through both deliverable and client-facing work on 409A valuations, tax reporting, fund implementations, and portfolio data collection * Identify inefficiencies in workflows and ...
... 409A). This position will also have exposure to valuations for international tax restructuring purposes. What you will do: * Conduct research on clients, competitors, industry and capital markets ...
Quick apply
... 409A). This position will also have exposure to valuations for international tax restructuring purposes. What you will do: * Conduct research on clients, competitors, industry and capital markets ...
... IRC 409A). What you will do: * Conduct research on clients, competitors, industry and capital ... Any coursework in valuation, financial statement analysis or securities analysis is a plus
Quick apply
... IRC 409A). What you will do: * Conduct research on clients, competitors, industry and capital ... Any coursework in valuation, financial statement analysis or securities analysis is a plus
... ASC 718 / 409A). This position will also have exposure to valuations for international tax restructuring purposes. What you will do: * Build, modify, and utilize financial models for business ...
Quick apply
... ASC 718 / 409A). This position will also have exposure to valuations for international tax restructuring purposes. What you will do: * Build, modify, and utilize financial models for business ...
$140K - $170K/yr
Managing relationships with external 409A valuation providers, ensuring timely and accurate valuations. Working with HR and Legal to ensure consistent and compliant global equity processes. Internal ...
Financial Reporting & Tax Director (LATAM)
$140K - $170K/yr
Managing relationships with external 409A valuation providers, ensuring timely and accurate valuations. Working with HR and Legal to ensure consistent and compliant global equity processes. Internal ...
Financial Reporting & Tax Director (LATAM)
$140K - $170K/yr
Managing relationships with external 409A valuation providers, ensuring timely and accurate valuations. Working with HR and Legal to ensure consistent and compliant global equity processes. Internal ...
Senior Leader - Business Valuation Services
$225K - $275K/yr
Develop detailed financial models and valuation reports in compliance with industry standards and regulatory requirements (e.g., ASC 805, ASC 350, IRC 409A, Fair Value Measurement). * Advise clients ...
Senior Leader - Business Valuation Services
$225K - $275K/yr
Develop detailed financial models and valuation reports in compliance with industry standards and regulatory requirements (e.g., ASC 805, ASC 350, IRC 409A, Fair Value Measurement). * Advise clients ...
Director, Equity Compensation & Administration
Manhattan, NY · On-site
$137K - $188K/yr
Oversee the 409A valuation process and ensure ongoing compliance with tax and regulatory requirements. * Design, implement, and maintain SOX-compliant processes, internal controls, documentation, and ...
Director, Equity Compensation & Administration
Manhattan, NY · On-site
$137K - $188K/yr
Oversee the 409A valuation process and ensure ongoing compliance with tax and regulatory requirements. * Design, implement, and maintain SOX-compliant processes, internal controls, documentation, and ...
Head of Global Equity Administration | United States | Remote
OR · Remote
$218K - $262K/yr
Oversee 409A valuation processes and ensure ongoing compliance * Manage relationships with external vendors, including equity platforms, valuation firms, tax advisors, and external auditors * Partner ...
Head of Global Equity Administration | United States | Remote
OR · Remote
$218K - $262K/yr
Oversee 409A valuation processes and ensure ongoing compliance * Manage relationships with external vendors, including equity platforms, valuation firms, tax advisors, and external auditors * Partner ...
IRC 409a stock-based compensation; ASC 718 expense reporting; and possibly complex securities experience * Performing corporate, fund and asset valuations including analysis of discounted cash flows ...
IRC 409a stock-based compensation; ASC 718 expense reporting; and possibly complex securities experience * Performing corporate, fund and asset valuations including analysis of discounted cash flows ...
This senior-level position in our financial reporting valuation practice conducts valuations for such purposes as stock compensation (ASC 718 / 409A), purchase price allocations (ASC 805), and ...
Quick apply
This senior-level position in our financial reporting valuation practice conducts valuations for such purposes as stock compensation (ASC 718 / 409A), purchase price allocations (ASC 805), and ...
409A Valuation information
See salary details
$42.5K - $53.5K
3% of jobs
$53.5K - $64.6K
0% of jobs
$64.6K - $75.6K
7% of jobs
$75.6K - $86.7K
10% of jobs
$92.9K is the 25th percentile. Wages below this are outliers.
$86.7K - $97.7K
9% of jobs
$97.7K - $108.8K
11% of jobs
The median wage is $116.1K / yr.
$108.8K - $119.8K
16% of jobs
$130.6K is the 75th percentile. Wages above this are outliers.
$119.8K - $130.9K
20% of jobs
$130.9K - $141.9K
15% of jobs
$141.9K - $153K
5% of jobs
$153K - $164K
4% of jobs
$42.5K
$113.8K
$164K
How much do 409a valuation jobs pay per year?
What jobs make $1,000,000 a year?
Who can perform a 409A valuation?
What are some common challenges faced by professionals conducting 409A valuations, and how can they be addressed?
What are the key skills and qualifications needed to thrive as a 409A Valuation Analyst, and why are they important?
How does a 409A valuation work?
Why are 409A valuations so low?
What is the difference between 409A Valuation vs Auditor?
| Aspect | 409A Valuation | Auditor |
|---|---|---|
| Required credentials | Valuation experts, CPAs, or appraisers | CPAs, auditors, or accounting professionals |
| Work environment | Financial consulting, valuation firms, startups | Accounting firms, corporate finance departments |
| Industry usage | Startups, private companies, venture capital | Public companies, regulatory compliance, financial reporting |
While both roles involve financial expertise, a 409A Valuation focuses on determining the fair market value of private company stock for compliance purposes, whereas an Auditor reviews financial statements for accuracy and regulatory adherence. Understanding these differences helps companies select the right professional for their specific needs.
What is a 409A valuation?

CBIZ rating
8.0
Based on 49 frontline employees who took The Breakroom Quiz
11th of 17 rated bookkeepers and accountants
Job description
#LI-MC2 #LI-Onsite #CBIZAdvisory
Responsibilities
Valuations lie at the heart of most major corporate transactions-from mergers and acquisitions to financial reporting and litigation. As these transactions become more complex, the need for objective, comprehensive valuations becomes greater. That's where CBIZ Valuation Group comes in. Since we approach valuation as a science and an art, our clients benefit not only from proven valuation techniques, but also from our highly developed business instincts drawn from years of experience.
What sets us apart from our competition is the expertise and dedication of our professional and support staff. The main goal of our valuation services staff is to provide accurate and timely reporting on which the client and any third-party intermediary can rely. Our professionals hold various designations, such as Accredited Senior Appraiser (ASA) and Chartered Financial Analyst (CFA), and have significant experience in their respective fields.
CBIZ Valuation Group's resources and industry knowledge make us one of the most sought-after valuation services firms in the United States. With our network of financial and business analysts, appraisers, attorneys, and accountants working for you, you can rest assured that your most important financial transactions are in expert hands.
The Financial Valuation Senior Manager has an expanding client base with significant revenue accountabilities. This position may lead, or is a member of, the Growth Group with business development as a major job focus.
Essential Functions and Primary Duties
- Perform business valuations across a range of purposes including financial reporting (ASC 805, ASC 718, ASC 350, etc.), 409A, gift & estate tax, fairness and solvency opinions, and ESOPs
- Perform review of third-party valuation reports to support the firm's audit department
- Regarded as a Subject Matter Expert within business unit and shares knowledge
- Recognize business opportunities for our clients and for CBIZ
- Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met
- Enhance and improve analysis processes, financial models, and reports
- Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
- Supervise, train and mentor staff; listen and communicate effectively
- Drive a team environment; demonstrate support of management decisions and builds a positive culture
- Additional responsibilities as assigned
Preferred Qualifications
- Advanced degree in finance, accounting, business, economics or a related field
- CFA, ASA, ABV, CPA or similar certifications
- Familiarity with advanced financial valuation models, including binomial option pricing models, Monte Carlo simulations, etc.
- Significant experience with valuation of business entities and intangible assets, complex capital structures, purchase price allocations, 409A valuations, goodwill and long-lived asset impairment
Qualifications
Minimum Qualifications
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
About CBIZ
Sourced by ZipRecruiter
With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
Cleveland, OH, US
Year founded
1987