Mantras2success Consultants is seeking a highly skilled Senior Analyst with specialized experience in U.S. Gift & Estate Tax Valuations. This critical role involves working directly with U.S.-based clients on complex valuation reports for IRS filing purposes under Sections 2031 and 2512. The ideal candidate will be detail-oriented, analytical, and capable of managing multiple projects efficiently while maintaining strong, professional communication with clients.
Key Responsibilities
- Client Interaction & Documentation:
- Liaise with clients to thoroughly understand engagement scope and data requirements.
- Maintain professional, clear communication, both written and verbal, throughout the engagement.
- Ensure accurate documentation, organized file management, and strict compliance with internal processes.
- Valuation & Modeling Execution:
- Prepare and rigorously review valuation reports in line with IRS guidelines for Gift & Estate Tax filings.
- Build and validate robust financial models utilizing appropriate discounts such as Discount for Lack of Control and Discount for Lack of Marketability.
- Apply appropriate methodologies, including Net Asset Value, Market Approach, and Income Approach.
- Project Management:
- Independently manage multiple engagements simultaneously, ensuring efficient progress.
- Ensure the timely and accurate delivery of client-ready valuation reports.
- Maintain detailed valuation trackers and provide regular updates to internal teams and clients.
Required Skills & Qualifications
- Experience: 2+ years of direct experience in U.S. Gift & Estate valuations.
- Knowledge: Strong understanding of IRS standards, valuation principles, and relevant legal/regulatory frameworks.
- Modeling Proficiency: Proficient in Excel-based financial modeling.
- Database Experience: Experience with valuation databases such as Capital IQ, PitchBook, or Bloomberg.
- Analytical Skills: Excellent analytical, organizational, and problem-solving abilities.
- Communication: Strong verbal and written communication skills.
Preferred Background
- Experience at Big 4 firms (KPMG, Deloitte, EY, PwC), Grant Thornton, Duff & Phelps, or valuation-focused KPOs.
- Exposure to valuation services for U.S. clients and experience with audit-compliant deliverables.
Why Join This Profile
- Be part of a fast-growing valuation team with significant international exposure.
- Work on high-impact U.S. Gift & Estate valuation assignments, contributing directly to client success.
- Enjoy a hybrid work model offering flexibility and work-life balance.
- Benefit from opportunities to grow into team leadership or niche expertise roles within the valuation domain.
Benefits
- 5 Days working
- Medical Insurance
