VP/SVP Gift & Estate Tax Valuations
$150k - $180kSelby Jennings
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Base pay range
$150,000.00/yr - $180,000.00/yr
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AVP Market Specialist - Investment Banking & Restructuring
Job Title: Vice President / Senior Vice President - Gift & Estate Tax Valuations
Location: Princeton, NJ
Firm Type: National Consulting Firm
Our client is a nationally recognized consulting firm headquartered in Princeton, NJ, with offices across the United States. Its team of experts provide high-impact services in business valuation, forensic accounting, litigation support, and corporate advisory. They are known for their rigorous analytical approach, collaborative culture, and commitment to excellence.
Position SummaryOur client is seeking a highly experienced and motivated VP or SVP to join its Gift and Estate Tax Valuation practice. This is a leadership role for a valuation professional with a strong technical background, client-facing experience, and a proven track record in delivering high-quality valuation services for estate and gift tax purposes. Experience testifying would be ideal.
Key Responsibilities- Lead and manage complex valuation engagements related to gift and estate tax planning and compliance.
- Provide technical oversight and review of valuation reports prepared for IRS submission.
- Collaborate with attorneys, accountants, and financial advisors to support high-net-worth clients.
- Supervise and mentor junior staff, fostering professional development and technical growth.
- Testify as an expert witness in court or before the IRS, when required.
- Contribute to business development efforts, including client relationship management and proposal development.
- Stay current on IRS regulations, tax court rulings, and valuation methodologies.
- Minimum of 5 years of direct experience (for the VP level) in gift and estate tax valuations.
- Strong understanding of IRS valuation standards and relevant tax code sections.
- Experience with valuation of closely held businesses, FLPs, LLCs, and other complex entities.
- Expert witness testimony experience is highly desirable.
- Professional credentials such as ASA, CFA, CPA/ABV, or similar are preferred.
- Excellent written and verbal communication skills.
- Ability to work independently in a hybrid environment while collaborating with national teams.
- Competitive compensation and performance-based bonuses.
- Flexible hybrid work model.
- National platform with opportunities for career advancement.
- Supportive and collaborative culture with a focus on technical excellence.
- Continuing education and credentialing support.
Expected Compensation:
Base Salary: $150k+
Bonus: Discretionary
Seniority level
Seniority level
Not Applicable
Employment type
Employment type
Full-time
Job function
Job function
FinanceIndustries
Trusts and Estates
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