Gift & Estate Valuation Associate

Overview

Withum’s Corporate Value Consulting (CVC) practice, part of the firm s Forensic and Valuation Services group, provides valuation consulting services to clients in both the private and public sectors. The team s work spans gift and estate tax planning, financial reporting, transaction advisory, lender and SBA services, ESOPs, litigation support, and corporate planning, serving a client base that includes closely held businesses, high-net-worth individuals, private equity and venture capital funds, and healthcare organizations.

Our professionals hold advanced designations including CPA/ABV, CVA, CFA, and ASA.

• Preparing valuation analyses primarily for gift & estate tax purposes.
• Assisting on valuations for financial reporting and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel depending on background and experience.
• Organizing and inputting tax return and financial statement data into proprietary Excel valuation models.
• Assisting in writing and preparing reports, letters, and other client deliverables.
• Assisting in review of third-party appraisals for audit support purposes.
• Performing macroeconomic and industry research.
• Reviewing agreements, research papers, and market data to identify key drivers and translate findings into valuation assumptions.
• Growing and maintaining an understanding of relevant industry developments affecting fair market value and valuation purposes.

• Bachelor’s degree in business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline.
• 1-2 years relevant experience in performing gift & estate valuations.
• Strong understanding of the standard of fair market value and related regulations; valuation approaches and methods; and minority discounts.
• Ability to analyze financial statements and tax returns.
• Capability to work independently on projects.
• Strong analytical and problem-solving skills.
• Strong verbal and written communication skills.
• Proficiency in Excel.
• Preferred progress toward external designations such as CFA, CVA, CPA/ABV, or ASA.

Compensation information:
The compensation range for this position is $65,000–$90,000 and varies by location for candidates residing in California, New Jersey, New York, Maryland, Oregon, Pennsylvania, Rhode Island, Washington, or Washington, D.C. For candidates residing in these states, salary will vary based on candidate s location. In addition to base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance.

Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual s skills, experience, and qualifications.

Withum is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, 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.

Withum is committed to an accessible recruiting experience for all applicants. If you require a reasonable accommodation to search for a position, complete an application, participate in the interview process, or otherwise engage in any part of the hiring process due to a disability, please contact us for assistance.