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Full-Time

Gift & Estate Valuation Associate

Posted on 7/1/2024

Withum

Withum

1,001-5,000 employees

Technology-driven advisory and accounting firm

Food & Agriculture
Consulting
Industrial & Manufacturing
Energy
Social Impact
Cybersecurity
Financial Services
Real Estate
Aerospace
Education
Consumer Goods

Compensation Overview

$65k - $80kAnnually

+ Bonus

Junior

Washington, USA + 10 more

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Market Research
Communications
Excel/Numbers/Sheets
Requirements
  • Bachelor's degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
  • 1-2 years relevant experience in performing gift & estate valuations
  • Understanding of equity valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
  • Understanding of financial statements and business tax returns required
  • Progress towards external designations such as CFA, CVA, CPA/ABV, or ASA a plus
  • Strong interest in quantitative and economic analysis
  • Advanced knowledge of Excel 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
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 reports, letters, and other client deliverables
  • Assisting in the review of third-party appraisals for audit support purposes
  • Performing macroeconomic and industry research
  • Reviewing various agreements, documents, research papers, and market research for modeling purposes
  • Assisting in the development, maintenance, and application of models using Excel and VBA
  • Reviewing and gaining an understanding of necessary tax and financial reporting guidance

Withum is a technology-driven advisory and accounting firm that excels in enhancing operational efficiency, providing data analysis, and driving digital transformation among other services. Embracing technology at its core, Withum uses advanced tools like Microsoft Viva to empower clients and employees alike, fostering a culture of continuous growth and learning. This firm's dedication to integrating technology into business solutions makes it an attractive workplace for professionals aiming to innovate and lead in the industry.

Company Stage

N/A

Total Funding

N/A

Headquarters

Princeton, New Jersey

Founded

1974

Growth & Insights
Headcount

6 month growth

3%

1 year growth

11%

2 year growth

34%
INACTIVE