Position Summary
THE FOCUS IS YOU:
We Continue to Expand in 2024! We are seeking to fill a Transfer Pricing and Valuation Analyst position within the UHY’s Transfer Pricing and Valuations group. Responsibilities will include providing economic and industrial research on client-oriented subjects, transfer pricing documentation, scenario management, as well as valuation services for clients and attorneys across a wide array of engagements including estate and gift tax planning, litigation, shareholder disputes, mergers & acquisitions, buy/sell, stock-based compensation, fair value measurement, financial modeling, and other management planning needs.
It is anticipated that this position will focus roughly 80% of the time on Transfer Pricing, with the remaining 20% of the time focused on Valuation engagements, with fluctuations between the two as needed.
The ideal candidate will be expected to effectively communicate with clients and engagement staff and to prospect for new business. The candidate must have the ability to plan, direct and review document collections, oversee complex analysis and coordinate reporting requirements including presentation of findings in client settings.
WHAT YOU WILL DO
Regular duties include (but are not limited to):
- Financial analysis of client operations for the purpose of technical matters
- Understanding of and ability to explain economic and industry related matters to clients
- Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures
- Handles more complex tasks and projects within discipline/ function
- Recognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problems
- Demonstrates savvy and understanding of interrelationship with other departments
- Demonstrates advanced technical knowledge effectively through written and verbal communication.
- Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software (e.g. CapitalIQ, OneSource, and Bloomberg)
- Ensures top quality client service and oversees client service performance of staff
- Assists management in planning and managing engagement activity and follows through to achieve results
- Recognizes needs and issues pertinent to client activity and demonstrates ownership of engagement’s day-to-day tasks and activities.
- Appropriately manages risk and ensures quality control procedures are being executed
- Coordinates various phases of engagement with Management
- Responds timely and accurately to internal team and client requests
- Seeks new ideas and better ways of accomplishing job and company goals
WHAT WE ARE LOOKING FOR
Skills
- Ability to write effectively and on a timeline;
- Comfortable in client-facing interactions;
- Financial modeling skills, including experience with advanced Excel modeling.
- Basic understanding of transfer pricing; experience in transfer pricing is major plus.
- Increasingly builds knowledge base of the Firm’s industry lines and service offerings
- Positively represents and actively promotes the Firm
- Participates in mentoring, training, recruiting, retention, and team-building activities; effectively delegates, supervises, trains and mentors all staff
- Provides timely input to Manager on performance reviews.
- Promotes the ideals, values, mission, and vision of the firm.
- Conducts oneself professionally and always shows respect to others
- Proactively seeks knowledge, new tasks, and responsibilities
- Cooperative and responsive to training, supervision, and constructive criticism
- Respects and embraces diversity; looks to build a One-Firm team spirit amongst staff
- Maintains appropriate compliance with all firm wide and local office policies and procedures
Experience
- 1-2 years in relevant position or significant academic background
Education
- Minimum Bachelor’s degree in accounting, Finance, Economics; other degrees will be considered on a candidate-by-candidate basis
WHO WE ARE
READY TO DELIVER
We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.
A LEGACY OF COMMITMENT, GROWTH AND SERVICE
We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.
AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU
A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.
Reach out to us today to learn how we can help you.
WHAT WE OFFER
- Great Culture | Team-like culture of a small office with the benefits of a large firm
- Competitive Compensation | Based on the role, credentials, and experience
- Comprehensive Benefits| We offer group health insurance, dental, vision, 401K, PTO