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Gift & Estate Valuation Associate — Complex Securities & Reporting

Job in Princeton, Mercer County, New Jersey, 08543, USA
Listing for: WithumSmith+Brown PC
Full Time position
Listed on 2026-07-30
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst
  • Accounting
    Financial Reporting, Financial Analyst
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below

Withum Smith+Brown PC seeks a valuation professional within Corporate Value Consulting to perform gift and estate tax valuations and support financial reporting engagements. You will work with Excel-based valuation models, organize data for tax returns and FS, and assist in preparing client deliverables and reports.

The role emphasizes independent project work, strong analytical skills, and continued progress toward CFA, CVA, CPA/ABV, or ASA while collaborating with a robust valuation services

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Position Requirements
10+ Years work experience
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