Gift & Estate Valuation Associate

Valuation Associate – Gift & Estate Valuations

We are seeking an experienced Valuation Associate focused on gift & estate valuations to join Withum’s Forensic and Valuation Services Group. The role may be based at any U.S. office location (New York, NY;
Philadelphia, PA;
Boston, MA;
Braintree, MA;
Burlington, MA;
Princeton, NJ;
Whippany, NJ;
East Brunswick, NJ;
Red Bank, NJ;
Providence, RI;
Columbia, MD;
Tysons Corner, VA;
Nashville, TN;
Boca Raton, FL;
Orlando, FL;
San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA; Portland, OR; Seattle, WA). This is not a remote position. In‑office expectation is a hybrid schedule: 3 days in office per week.

• Preparing valuation analyses primarily for gift & estate tax purposes. Additionally, may assist 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.
• Organising 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 of 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 towards external designations such as CFA, CVA, CPA/ABV, or ASA.

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 location. In addition to the 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 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.