Data Management & Analysis Associate

Overview 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. We are currently seeking an experienced Valuation Associate focused on Gift & Estate Valuations to join Withum’s Forensic and Valuation Services Group. S. office locations (New York, NY; 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. 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. 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. 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. Reviewing agreements, research papers, and market data to identify key drivers and translate findings into valuation assumptions. Qualifications Bachelor’s degree in business, economics, finance, mathematics, statistics, accounting, or similar quantitative discipline. 1–2 years relevant experience in performing gift & estate valuations. Ability to analyze financial statements and tax returns. Capability to work independently on projects. Proficiency in Excel. Compensation & Benefits In addition to the base compensation, 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 at Equal Employment Opportunity 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, affectionate 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. #J-18808-Ljbffr