Gift & Estate Valuation Associate

About the role

The Valuation Associate will prepare valuation analyses primarily for gift & estate tax purposes, assist on valuations for financial reporting and advisory purposes, organize and input tax return and financial statement data into proprietary Excel valuation models, assist in writing and preparing reports, letters, and other client deliverables, assist in reviewing third-party appraisals for audit support purposes, perform macroeconomic and industry research, and review agreements, research papers, and market data to identify key drivers and translate findings into valuation assumptions.

Responsibilities

• Prepare valuation analyses primarily for gift & estate tax purposes
• 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)
• Organize and input tax return and financial statement data into proprietary Excel valuation models
• Aid in writing and preparing reports, letters, and other client deliverables
• Aid in reviewing third-party appraisals for audit support purposes
• Perform macroeconomic and industry research
• Review agreements, research papers, and market data to identify key drivers and translate findings into valuation assumptions

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
• Capability to analyze financial statements and tax returns
• Strong analytical and problem-solving skills
• Strong verbal and written communication skills
• Proficiency in Excel

Qualifications

• Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA preferred

Skills

• Excel proficiency

Benefits

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 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.

Pay

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.

Schedule

This is not a remote position. The in-office expectation is a hybrid schedule (3 days in office expectation per week).