Gift & Estate Valuation Associate

About the Role

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. Clients include 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.

This position is for an experienced Valuation Associate focused on Gift & Estate Valuations to join Withum’s Forensic and Valuation Services Group. The role can be based out of any of our U.S. office locations with a hybrid schedule (3 days in office per week). Associates in CVC follow a structured development path with hands-on mentorship from experienced partners and principals. The firm supports pursuit of professional designations (CFA, CVA, CPA/ABV, ASA) and business development, promoting from within.

Responsibilities

• Preparing valuation analyses primarily for gift & estate tax purposes, with potential assistance 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.
• 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.

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.

Preferred Qualifications

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

Pay

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. 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.

Benefits

Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. For additional information on our benefits, visit our website.

Schedule

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