Gift & Estate Valuation Associate

Valuation Associate – Gift & Estate Valuations 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. Professionals hold advanced designations such as CPA/ABV, CVA, CFA, and ASA, and contribute regularly to national publications and industry conferences. We are currently seeking an experienced Valuation Associate focused on gift & estate valuations to join Withum’s Forensic and Valuation Services Group. The role can be based at any of our U.S. office locations: New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Burlington, MA; Princeton, NJ; Whippany, NJ; East Brunswick, NJ; Red Bank, NJ; Providence, RI; Columbia, MD; Tysons Corner, VA; 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 of three days in the office per week. Responsibilities Prepare valuation analyses primarily for gift & estate tax purposes; assist with 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. 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 review of 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. Stay current on relevant industry developments affecting fair market value and valuation purposes. Qualifications Bachelor’s degree in business, economics, finance, mathematics, statistics, accounting, or a similar quantitative discipline. 1‑2 years of 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. Capacity to work independently on projects. Strong analytical and problem‑solving skills. Excellent verbal and written communication skills. Proficiency in Excel. Progress toward external designations such as CFA, CVA, CPA/ABV, or ASA is preferred. Compensation and Benefits 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. In addition to base compensation, Withum offers a competitive benefits package and bonus program for eligible roles based on individual and firm performance. Final offers are based on the specific role, hiring location, and the individual’s skills, experience, and qualifications. For additional information on our benefits, visit . Equal Opportunity Employer Statement 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. #J-18808-Ljbffr Withum