Gift & Estate Valuation Associate

We are seeking an experienced Valuation Associate focused on Gift & Estate Valuations to join Withum’s Forensic and Valuation Services Group. The position can be based in any of our U.S. office locations and requires an in‑office hybrid schedule of 3 days per week.

• Prepare valuation analyses for gift & estate tax purposes and assist with valuations for financial reporting and advisory purposes.
• Organize and input tax return and financial statement data into proprietary Excel valuation models.
• Assist in writing and preparing reports, letters, and other client deliverables.
• Review third‑party appraisals for audit support purposes.
• Perform macroeconomic and industry research and translate findings into valuation assumptions.
• Maintain up‑to‑date understanding of relevant industry developments affecting fair market value and valuation purposes.

• Bachelor’s degree in business, economics, finance, mathematics, statistics, accounting, or a related quantitative discipline.
• 1‑2 years relevant experience performing gift & estate valuations.
• Strong understanding of fair market value standards, valuation methods, and minority discounts.
• Ability to analyze financial statements and tax returns.
• Capability to work independently on projects.
• Strong analytical, problem‑solving, verbal and written communication skills.
• Proficiency in Excel.
• Preferred progress toward external designations such as CFA, CVA, CPA/ABV, or ASA.

The compensation range for this position is $65,000–$90,000, varying by location within designated states. The role also includes a competitive benefits package and bonus program based on performance.

Withum Smith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.