Gift & Estate Valuation Associate
Withum is a dynamic firm that emphasizes teamwork and professional growth. They are seeking an experienced Valuation Associate focused on Gift & Estate Valuations to provide valuation consulting services across various sectors, including private and public clients.
Responsibilities
- Preparing valuation analyses primarily for gift & estate tax purposes. Additionally, candidate 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 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
Skills
- 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 towards external designations such as CFA, CVA, CPA/ABV, or ASA
Benefits
- Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance
- Hybrid schedule (3 days in office expectation per week)
- Actively supports pursuit of professional designations (CFA, CVA, CPA/ABV, ASA)
- Hands-on mentorship from experienced partners and principals
- Team promotes from within
- Invest in developing well-rounded professionals who can execute on projects, manage client relationships, and grow the firm
Company Overview
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