Valuations Associate Director or Director
Smith & Williamson
1d ago

Tilney Smith & Williamson

Leading independently owned providers of investment management, financial planning, financial advisory, accountancy, tax and corporate services to private clients, corporates, professional practices, and non-profit organisations.

With over 60 offices in the UK, Ireland, Jersey and Guernsey, 3,200 people and an international capability in over 100 countries, our aim is to provide an innovative global service.


Our centrally located Birmingham city office provides leading edge advice to private clients, professional practices, mid-to-large corporates and nonprofit organisations.

We provide an extensive range of services from our Birmingham office : accounting services, business advisory services, corporate finance, corporate recovery, corporate tax, forensic services and litigation support, investment management, financial planning, advice on personal tax and trusts, as well as valuations.


The Valuations team prepares a wide range of valuations for accounting, tax and commercial purposes, in both contentious and non-contentious circumstances.

In addition to business and share valuations, we also prepare valuations of intangible assets (often post acquisition) and incentive scheme awards (e.

g. share options and management share plans).

The Valuations team is one of the fastest growing areas within Smith & Williamson and has been identified as a strategic area of growth and investment.

We are part of a broader national Transaction Services team within the Advisory division and work alongside due diligence and financial modelling colleagues.

The Birmingham valuation team has played a pivotal role in the growth of the wider valuation practice. The team remains ambitious about future development which provides the applicant an exciting opportunity with excellent career prospects.

Purpose of role :

We are looking for a bright, motivated individual to join the Birmingham team, to take responsibility for the analysis, execution and reporting involved in the valuation of shares, companies and other financial instruments.

The role involves managing people and clients and also responsibility for assisting with business development. In this respect the successful candidate will be expected to play a key role in helping the business grow to the next level and will report directly to valuation directors and / or partners.

This demanding role will allow exposure to a wide variety of clients, sectors and type of work, which will be highly rewarding to a self-starting individual who enjoys working on diverse projects and the personal dynamic of working as part of a small team.

Key responsibilities :

Client (valuation) work :

  • establishing and communicating work scopes
  • planning and preparation of budgets
  • broad experience of carrying out share and business valuations for commercial, tax and financial reporting purposes
  • familiarity across specific areas such as fairness opinions, intangible asset valuations, dispute valuations, deal related (transaction / restructuring) valuations, and tax valuations is preferable.
  • building valuation models
  • writing / reviewing reports
  • supervising work
  • responsibility for leading client meetings
  • Marketing :

  • internal and external networking, maintaining industry contacts and client relationships
  • assistance in preparing or leading work pitches as appropriate
  • with support and appropriate supervision, developing and leading new business opportunities
  • Cross-selling and liaison with other departments :

  • working alongside colleagues from other departments
  • maintaining cross-divisional contacts
  • Supervision, development and appraisal of staff

    Key Competencies :

  • Judgement (both in terms of scope, depth of work done and evaluation of results) - critical, given the open-ended, subjective nature of this work.
  • Commercial awareness - an integral part of the role. In addition, an ability to pick apart company accounts and analyse them in detail.
  • Communication excellent oral and written communication skills are integral in providing the highest quality client service.
  • Our reports are in many cases the only permanent record of our work received by our clients.

  • Planning and organisational skills effective organisation of work and balancing work volumes across a portfolio of clients.
  • Client and people management skills are also essential to provide exceptional client service efficiently at acceptable recovery rates.

  • Business development proven ability to build internal and external client relationships, sell services and develop business with clients.
  • Creativity and innovation - essential to distinguish us from a crowded, high quality and able field and to consider and resolve complex issues as these arise.
  • Candidate Profile

    Education / Qualifications :

  • Educated to degree level or equivalent.
  • A relevant qualification (e.g. CFA or ACA) is desirable, although not essential.
  • Key Experience / Skills :

  • Extensive experience of valuation methodologies and best practice modelling. History of providing these in a range of sectors and ideally for a number of purposes, including for accounting, tax and commercial purposes.
  • Excel, Word and PowerPoint skills in the creation of our valuation models and in preparing relevant reports, a high competency in these formats is vital to provide a robust and creative output.
  • Proven experience in business development and willingness to further develop these skills.
  • A self-starting ability and a willingness to generate contacts within the industry.
  • Experience of coaching and managing small teams, as well as reporting directly to senior decision makers.
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