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
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Liaise with clients to understand engagement scope and data requirements
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Maintain qualified, clear communication—both written and verbal
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Ensure accurate documentation, file organization, and compliance with internal processes
Valuation & Modeling Execution
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Prepare and review valuation reports in line with IRS guidelines for Gift & Estate Tax filings
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Build and validate financial models using appropriate discounts (e.g., Discount for Lack of Control, Discount for Lack of Marketability)
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Apply appropriate methodologies such as Net Asset Value, Market Approach, and Income Approach