Job Description

Job Description:

The company is seeking a highly skilled Senior Analyst with specialized experience in U.S. Gift & Estate Tax Valuations. This role involves working with U.S.-based clients on valuation reports for IRS filing purposes under Sections 2031 and 2512. The ideal candidate will be detail-oriented, analytical, and capable of handling multiple projects while maintaining strong communication with clients.

Key Responsibilities :

Client Interaction & Documentation

Liaise with clients to understand engagement scope and data requirements
Maintain professional, clear communication-both written and verbal
Ensure accurate documentation, file organization, and compliance with internal processes

Valuation & Modeling Execution

Prepare and review valuation reports in line with IRS guidelines for Gift & Estate Tax filings
Build and validate financial models using appropriate discounts (e.g., Discount for Lack of Control, Discount for Lack of Marketability)
Apply appropriate methodologies such as Net Asset Value, Market Approach, and Income Approach

Project Management

Independently manage multiple engagements simultaneously
Ensure timely and accurate delivery of client-ready valuation reports
Maintain valuation trackers and provide regular updates to internal teams and clients

Required Skills & Qualifications

2+ years of direct experience in U.S. Gift & Estate valuations
Strong understanding of IRS standards, valuation principles, and relevant legal/regulatory frameworks
Proficient in Excel-based financial modeling
Experience with valuation databases such as Capital IQ, PitchBook, or Bloomberg
Excellent analytical, organizational, and problem-solving abilities
Strong verbal and written communication skills

Preferred Background

Experience at Big 4 (KPMG, Deloitte, EY, PwC), Grant Thornton, Duff & Phelps, or valuation-focused KPOs
Exposure to valuation services for U.S. clients and audit-compliant deliverables