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Gift & Estate Valuation Associate

New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Woburn, MA; Princeton, NJ; Whippany, NJ; East Brunswick NJ; Red Bank, NJ; Saddle Brook, NJ; Providence, RI; Baltimore, MD; Bethesda, MD; Nashville, TN; Boca Raton, FL; Orlando, FL; Carlsbad, CA;

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape.  Withum empowers clients with innovative tools and solutions to address their accounting, tax, and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business.

Withum’s Forensic and Valuation Services practice pride themselves in understanding their clients’ business strategy and needs; assisting companies in meeting business requirements related to valuation, risk management, transfer pricing, economic analysis, and model validation. Withum professionals help clients make forward thinking decisions about strategy, operations and compliance and create long-lasting value.

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 (New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Woburn, MA; Princeton, NJ; Whippany, NJ; East Brunswick NJ; Red Bank, NJ; Saddle Brook, NJ; Providence, RI; Baltimore, MD; Bethesda, MD; 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. The in-office expectation is a hybrid schedule (3 days in office expectation per week). 

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. 

How You’ll Spend Your Time:

  • 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
  • Completing data entry of tax returns and financial statements into Excel models
  • Assisting in writing and preparing of reports, letters, and other client deliverables
  • Assisting in review of third party appraisals for audit support purposes
  • Performing macroeconomic and industry research
  • Reviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicate the key drivers to others
  • Assisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested
  • Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis

The Kinds of People We Want to Talk To:

  • Bachelor's degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
  • 1-2  years relevant experience in performing gift & estate valuations
  • Understanding of equity valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
  • Understanding of financial statements and business tax returns required
  • Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA a plus
  • Strong interest in quantitative and economic analysis
  • Advanced knowledge of Excel preferred
  • Ability to program in VBA and/or other statistical package a plus
  • Capacity to work independently on projects
  • Strong analytical and problem solving skills, as well as strong verbal and written communication skills,

The compensation for this position will vary by location. If you reside in California, Washington State, Washington, D.C., or NYC, please see below. 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. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

California/Washington State ranges are from $65,000 - $80,000

Washington, D.C. ranges are from $65,000 - $80,000

NYC ranges are from $65,000 - $80,000

WithumSmith+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.

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