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

2 - 4 years

7 - 11 Lacs

Posted:1 month ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Posted On 16th May, 2025
:
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 communicationboth 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

  • Why Join this Profile
  • Be part of a fast-growing valuation team with international exposure
  • Work on high-impact U.S. Gift & Estate valuation assignments
  • Hybrid work model offering flexibility and balance
  • Opportunity to grow into team leadership or niche expertise roles
  • 5 Days working
  • Medical Insurance
  • Key Skills :
  • Company Profile
    Company is an ISO certified firm engaged in providing valuation, advisory, accounting, and taxation services to US-based consulting and advisory firms. Founded in April 2012, They are a team of accomplished senior-level professionals based out of Ahmedabad, Bengaluru, Gurugram, Indore, Mumbai, and Noida.

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