Valuation Manager - Gift & Estate

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! 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 Supervisor 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). 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, the 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 reports, letters, and other client deliverables. Assisting in the review of third-party appraisals for audit support purposes. Assisting in the development, maintenance, and 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 required. 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. The compensation for this position will vary by location. If you reside in NYC, California, Washington State, Washington D.C., Maryland, Rhode Island, or Massachusetts, please see below. 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. #J-18808-Ljbffr

Created: 2025-03-01