VP​/SVP Gift & Estate Tax Valuations

18 hours ago Be among the first 25 applicants

This range is provided by Selby Jennings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Direct message the job poster from Selby Jennings

Job Title: Vice President / Senior Vice President - Gift & Estate Tax Valuations
Location: Princeton, NJ
Firm Type: National Consulting Firm

Our client is a nationally recognized consulting firm headquartered in Princeton, NJ, with offices across the United States. Its team of experts provide high-impact services in business valuation, forensic accounting, litigation support, and corporate advisory. They are known for their rigorous analytical approach, collaborative culture, and commitment to excellence.

Our client is seeking a highly experienced and motivated VP or SVP to join its Gift and Estate Tax Valuation practice. This is a leadership role for a valuation professional with a strong technical background, client-facing experience, and a proven track record in delivering high-quality valuation services for estate and gift tax purposes. Experience testifying would be ideal.

• Lead and manage complex valuation engagements related to gift and estate tax planning and compliance.
• Provide technical oversight and review of valuation reports prepared for IRS submission.
• Collaborate with attorneys, accountants, and financial advisors to support high-net-worth clients.
• Supervise and mentor junior staff, fostering professional development and technical growth.
• Testify as an expert witness in court or before the IRS, when required.
• Contribute to business development efforts, including client relationship management and proposal development.
• Stay current on IRS regulations, tax court rulings, and valuation methodologies.

• Minimum of 5 years of direct experience (for the VP level) in gift and estate tax valuations.
• Strong understanding of IRS valuation standards and relevant tax code sections.
• Experience with valuation of closely held businesses, FLPs, LLCs, and other complex entities.
• Expert witness testimony experience is highly desirable.
• Professional credentials such as ASA, CFA, CPA/ABV, or similar are preferred.
• Excellent written and verbal communication skills.
• Ability to work independently in a hybrid environment while collaborating with national teams.

• Competitive compensation and performance-based bonuses.
• Flexible hybrid work model.
• National platform with opportunities for career advancement.
• Supportive and collaborative culture with a focus on technical excellence.
• Continuing education and credentialing support.

Expected Compensation:

Base Salary: $150k+

Bonus:
Discretionary

• Seniority level
  
  Not Applicable

• Employment type
  
  Full-time

• Job function Finance
• Industries Trusts and Estates

Referrals increase your chances of interviewing at Selby Jennings by 2x

Apply BELOW