Gift & Estate Valuation Senior Associate
3 days ago
We are seeking a highly skilled Senior Associate to join our Forensic and Valuation Services Group, specializing in Gift & Estate Valuations. As a key member of our team, you will be responsible for performing complex valuations, analyzing financial data, and providing expert advice to clients.
Key Responsibilities- Prepare valuation analyses for gift & estate tax purposes, including equity valuations and complex security valuations.
- Assist in projects related to economic and statistical analysis, model validation, database management, and other ad hoc quantitative assignments.
- Review third-party appraisals for audit support purposes and perform macroeconomic and industry research.
- Develop, maintain, and apply models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested.
- Stay up-to-date with tax and financial reporting guidance governing the analysis.
- Bachelor's degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline.
- Understanding of equity valuation methods, including discounted cash flow, market multiple, market transaction, and option pricing.
- 3 years of relevant experience in performing gift & estate valuations.
- Strong analytical and problem-solving skills, as well as strong verbal and written communication skills.
- Advanced knowledge of Excel and ability to program in VBA and/or other statistical packages.
Withum is a forward-thinking, technology-driven advisory and accounting firm, empowering clients with innovative tools and solutions to address their accounting, tax, and business management needs. We pride ourselves on understanding our clients' business strategy and needs, assisting companies in meeting business requirements related to valuation, risk management, transfer pricing, economic analysis, and model validation.
What We OfferWe offer a competitive benefits package and bonus program based on individual and firm performance. Our compensation ranges vary by location, with California/Washington State, Washington, D.C., and NYC ranges from $80,000 to $100,000.
We are an equal opportunity employer and do 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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