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

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

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