Willamette Management Associates (WMA) provides business valuation, forensic analysis, and financial advisory services. Our clients range from substantial closely held companies to multinational corporations. We serve clients nationally from practice offices in Atlanta, Chicago, and Portland, Oregon.
Our wealth transfer valuation services include closely held company business and stock valuations related to gift tax, estate tax, and generation-skipping transfer tax. We perform these valuation services for tax planning, tax compliance, and tax litigation purposes. We perform these services for business and security owners and for their professional advisors—including estate planners, trustees, and tax counsel.
We are seeking a practice leader to manage and expand our firm wide gift and estate tax valuation services practice. The gift and estate tax services practice leader could be located in any of our three practice offices.
Principal responsibilities include:
•Professional management of all wealth transfer tax-related valuation services, audit support services, and litigation support services •Thought leadership with regard to wealth transfer tax-related professional services •Practice development, including aggressively expanding our gift and estate tax practice revenue and client base
What we offer:
•Opportunity to manage your own professional practice with few administrative distractions •Practice development budget and resources commitment •National platform of a 50-year-old professional services firm recognized for its thought leadership •Compensation commensurate with experience and driven by your accomplishment
Learn more about us:
If you are an entrepreneurial tax-related valuation professional who wants to lead your own practice, learn more about our thought leadership in business valuation, forensic analysis, and financial advisory services by visiting our website at www.willamette.com. If you are a practice leader, please send a cover letter and resume to firstname.lastname@example.org.
Professional requirements include:
•10 plus years of gift and estate tax business valuation and audit/litigation services experience •MBA plus professional valuation credential (ABV, CBA, CFA, CVA) •Demonstrated thought leadership related to gift & estate tax business valuation services •Expert testimony experience preferred
WMA is a recognized thought leader among business valuation, forensic analysis, and financial advisory firms. WMA has a 50-year history with an extraordinary track record and reputation in the area of valuation related expert testimony services. WMA has been recognized for its contributions to the valuation professional literature and also to the development of valuation professional standards.
Look up our thought leaders at http://www.willamette.com/firm_people.html. If you want to be associated with the thought leaders of the business valuation, forensic accounting, or transfer price disciplines, then Willamette Management Associates is where you want to work. If interested, please submit a cover letter and resume to ThoughtLeaders@willamette.com.