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Full-Time

Gift & Estate Valuation Senior Associate

Confirmed live in the last 24 hours

Withum

Withum

1,001-5,000 employees

Advisory, tax, and audit services provider

Cybersecurity
Consulting
Enterprise Software

Compensation Overview

$80k - $100kAnnually

+ Bonus

Mid, Senior

Boston, MA, USA + 16 more

More locations: Orlando, FL, USA | Nashville, TN, USA | Shrewsbury, NJ, USA | Providence, RI, USA | Philadelphia, PA, USA | Boca Raton, FL, USA | Saddle Brook, NJ, USA | Princeton, NJ, USA | Carlsbad, CA, USA | New York, NY, USA | Parsippany-Troy Hills, NJ, USA | East Brunswick, NJ, USA | Quincy, MA, USA | Burlington, MA, USA | Bethesda, MD, USA | Baltimore, MD, USA

Hybrid schedule with 3 days in-office expectation per week.

Category
Financial Analysis
Forensic Accounting
Accounting
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor's degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
  • 3 years relevant experience in performing gift & estate valuations
  • Understanding of financial statements and business tax returns required
Responsibilities
  • Preparing valuation analyses primarily for gift & estate tax purposes
  • Completing data entry of tax returns and financial statements into Excel models
  • Assisting in writing and preparing of reports, letters, and other client deliverables
  • Assisting in review of third party appraisals for audit support purposes
  • Performing macroeconomic and industry research
  • Reviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicate the key drivers to others
  • 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

Withum provides advisory, tax, and audit services to help businesses succeed in a competitive environment. The firm offers tailored solutions to a diverse clientele, including small to medium-sized enterprises, large corporations, and non-profits across various industries like automotive, e-commerce, and technology. Their services include business advisory focused on improving operational efficiency and leveraging technology, digital solutions such as CRM and ERP consulting to streamline operations, and cybersecurity services that protect clients from digital threats. Withum differentiates itself by maintaining a personalized approach while delivering high-quality, specialized services that address specific client challenges. The company's goal is to ensure that clients are well-equipped to thrive and adapt to changing market dynamics.

Company Stage

N/A

Total Funding

N/A

Headquarters

Princeton, New Jersey

Founded

1974

Growth & Insights
Headcount

6 month growth

5%

1 year growth

5%

2 year growth

5%
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Simplify's Take

What believers are saying

  • The promotion of 20 new partners in 2024 highlights Withum's commitment to career growth and internal talent development.
  • Withum's strategic focus on technology and digital solutions positions it well to meet the increasing demand for tech-driven advisory services.
  • The firm's strong presence in the non-profit sector, bolstered by recent expansions, offers employees opportunities to work on impactful projects.

What critics are saying

  • The competitive landscape in advisory, tax, and audit services requires Withum to continuously innovate to maintain its market position.
  • Rapid expansion and integration of new partners and teams may pose challenges in maintaining a cohesive corporate culture.

What makes Withum unique

  • Withum's personalized approach to client service sets it apart in a global market, ensuring tailored solutions for diverse industries.
  • Their comprehensive service offerings, including business advisory, digital solutions, and cybersecurity, provide a one-stop-shop for clients, unlike competitors who may specialize in only one area.
  • Withum's commitment to innovation and continuous adaptation to market dynamics ensures that clients receive cutting-edge solutions.