Gift & Estate Valuation Associate
About The Position
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, and contribute regularly to national publications and industry conferences. We are currently seeking an experienced Valuation Associate focused on Gift & Estate Valuations to join Withum’s Forensic and Valuation Services Group. The Valuation Associate can be based out of any of our U.S. office locations. This is not a remote position. The in-office expectation is a hybrid schedule (3 days in office expectation per week). Associates in CVC follow a structured development path from Associate to Senior Associate to Manager, with hands-on mentorship from experienced partners and principals. The firm actively supports pursuit of professional designations (CFA, CVA, CPA/ABV, ASA) and business development. Our team promotes from within, and we invest in developing well-rounded professionals who can execute on projects, manage client relationships, and grow the firm. Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.
Requirements
- 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
Nice To Haves
- Preferred progress towards external designations such as CFA, CVA, CPA/ABV, or ASA
Responsibilities
- 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 dependent upon 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
Benefits
- competitive benefits package
- bonus program (for eligible roles) based on individual and firm performance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
