Gift & Estate Valuation Manager

1 week ago

Boston, United States Withum Full time

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.

We are seeking a highly skilled and experienced Valuation Manager with a strong focus on Gift & Estate Valuations. Additional experience with ASC 820, ASC 718/409a and ASC 350/360 is preferred. The successful candidate will be responsible for leading a team in conducting valuations of assets and liabilities, providing critical insights for financial reporting purposes for external and internal audit clients. The role demands a deep understanding of valuation methodologies, accounting standards, and regulatory requirements, with an emphasis on business combinations under ASC 805. The engagements will be performed for mostly medium-sized businesses to large multinational corporations. The Valuation Manager should demonstrate the ability to provide excellent client service and assist the growth of team members in developing technical skills and professional competency.

The Valuation Manager 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; 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:

  • Leading and managing a team of valuation professionals, providing guidance and support
  • 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
  • Coordinating and managing the execution of valuation projects, ensuring accuracy, consistency, and adherence to timelines
  • Conducting valuations of acquired businesses, intangible assets, and liabilities for financial reporting purposes
  • Applying expertise in ASC 805 (Business Combinations) to ensure compliance with accounting standards
  • Developing and enhancing valuation methodologies, ensuring alignment with industry best practices and regulatory requirements.
  • Effectively communicating valuation results and insights to internal and external stakeholders, including senior management and external auditors.
  • Implementing and improving processes in performing valuations and writing and preparing of reports, letters, and other client deliverables
  • Assisting in review of third-party appraisals for audit support purposes
  • 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 Have Many of The Following:

  • Bachelor's degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
  • 4+ years of performing valuations for gift & estate purposes
  • In-depth understanding of valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
  • Experience in valuation of complex financial instruments is strongly preferred
  • Valuation related certification including ASA, CVA, ABV, or CFA
  • Advanced knowledge of Excel and Capital IQ 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
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