Senior Analyst- II- Valuation (U.S. Gift & Estate Tax Valuations)

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