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Gift & Estate Valuation Associate

WithumSmith+Brown -
Nashville, TN

Quick Apply

Job Details

Full-time
$65,000 - $90,000 a year
3 days ago

Qualifications

Economics
Economics
Statistics
Serving clients
ABV
Bachelor's degree in statistics
Finance
Bachelor's degree in finance
Appraisal review
Writing skills
Bachelor's degree in business
Option pricing models
Financial statement analysis
Mathematics
Bachelor's degree in economics
Research
Mid-level
Business consulting
Finance
Analysis skills
Research report preparation
Bachelor's degree
Financial report interpretation
Valuation standards
Industry trends
Accounting
Organizational skills
Derivatives
1 year
Bachelor's degree in accounting

Full Job Description

Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.

Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.

Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!

Job Description:

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. Our professionals hold advanced designations including 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 Valuation Associate can be based out of 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 (3 days in office expectation per week).

Associates in CVC follow a structured development path from Associate to Senior Associate to Manager, with hands-on mentorship from experienced partners and principals. The firm actively supports pursuit of professional designations (CFA, CVA, CPA/ABV, ASA) and business development. Our team promotes from within, and we invest in developing well-rounded professionals who can execute on projects, manage client relationships, and grow the firm.

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:

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
Organizing and inputting tax return and financial statement data into proprietary Excel valuation models
Assisting in writing and preparing reports, letters, and other client deliverables
Assisting in review of third-party appraisals for audit support purposes
Performing macroeconomic and industry research
Reviewing agreements, research papers, and market data to identify key drivers and translate findings into valuation assumptions.
Growing and maintaining an understanding of relevant industry developments affecting fair market value and valuation purposes

The Kind of People We Want to Talk To Have:

Bachelor’s degree in business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
1-2 years 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
Capability to work independently on projects
Strong analytical and problem-solving skills
Strong verbal and written communication skills
Proficiency in Excel
Preferred progress towards external designations such as CFA, CVA, CPA/ABV, or ASA

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. For candidates residing in these states, salary will vary based on candidate's location. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience, and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

#LI-MD1

#LI-Hybrid

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.

Quick Apply

Refine Your Search

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I want to receive the latest job alert for cfa in brentwood, tn

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Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.

Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.

Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!

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