Vice President

Posted on Jan 16, 2019 by Careers On The Move

New Jersey, NJ
Senior Appointments
Immediate Start
Annual Salary

A leading financial advisory firm

  • You would perform business appraisals and valuations primarily for estate tax planning purposes to closely held businesses, trusts, estates, and family businesses. This position would report into a Partner in the firm.

  • Bachelor's Degree in Finance, Business Administration, Accounting or another related field is required. Master's Degree and/or CFA Designation (or CFA candidate) preferred. American Society of Appraisers - Accredited Senior Appraiser (ASA) in Business Valuation preferred. CPA or ABV a plus.​• Minimum 10+ years valuation experience required.
  • Minimum 10 years working with trust, estates and gift tax for estate tax planning purposes.
  • Working experience with Excel modeling required.
  • Background in generating financial valuation modeling utilizing standard methodology practices that include Discounted Cash Flows and Comparables.
  • Excellent writing and presentation skills; experience preparing and reviewing valuation reports.
  • Strong technical skills including Word and PowerPoint skills 

Reference: 614624490

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