US Gift

5 days ago

Gurgaon, Haryana, India beBeeEstate Full time ₹ 9,00,000 - ₹ 12,00,000
Job Description

We are seeking a highly skilled professional to join our valuation team as a US Gift & Estate Valuation Expert. In this critical role, you will work directly with clients on complex valuation reports for IRS filing purposes under Sections 2031 and 2512.

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.
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.
Benefits
  • Competitive compensation package.
  • 5 Days working.
  • Medical Insurance.

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