Deloitte Business Valuation Manager (Gift & Estate Valuation) in Chicago, Illinois

Are you interested in helping high-profile private clients who own mid-sized to large private businesses, complex securities, investment partnerships, and carried interests, with gift and estate tax valuation issues? As a professional in our estate and gift valuation practice you will have an opportunity to gain valuable experience working with leading valuation specialists and tax advisors (within and outside of Deloitte) to help our clients understand, determine and analyze their gift and estate tax exposure.

Work you ll do

You will have the opportunity to work on a variety of high-profile gift and estate valuation projects. In addition, you will have the opportunity to work on a variety of other valuation projects, which may include

  • Valuation for tax purposes, including federal, state, local, and international corporate and personal tax, as well as services related to a client's allocation of purchase price for tax purposes.

  • Financial reporting valuations for business combinations (i.e., a client's allocation of purchase price to assets and liabilities acquired), inclusive of enterprise values, intangible assets, legal entities, real estate, personal property and MACRS classifications.

  • Valuation of goodwill and indefinite and long-lived asset impairment testing for financial reporting purposes.

  • Consultative services to assist clients with their business plan development, strategic investment decisions, or other financial objectives.

  • Assist with other financial reporting valuations such as derivative securities, and debt instruments.

  • Valuations for non-tax regulatory and compliance purposes.

The team

Working across all industry sectors and we bring deep experience in valuing, modeling and analyzing business interests and their underlying assets, including real estate, fixed assets, intellectual property and complex financial instruments. We have a highly-specialized approach connected with a deep understandingof our clients businesses and markets, which enables us to provide insights related to the full spectrum of business transactions from mergers and acquisitions to litigation and disputes. This allows us to helpour clients identify opportunities for growth and long-term advantage. Learn more about Deloitte Advisory s Valuation practice at



  • 5 years of estate and gift valuation experience:

  • In-depth understanding of generally accepted valuation approaches: cost, market and income approach

  • Employment of various valuation methodologies such as discounted cash flow, guideline public company/ transaction, excess earnings, relief from royalty, with/without, comparative sales and replacement cost methods, capital asset pricing model, etc.

  • Development of financial models to value common stock, business entities, and intangible assets

  • Conducting in-depth client, economic, industry, and competitor research and statistical/ ratio analysis

  • Preparation/ review of valuation reports, exhibits, letters, and other client deliverables

  • Deep understanding of valuation discounts for lack or marketability and control

  • Leadership role in project management and executing valuation engagements

  • Participation in sales process such as responding to request for proposals and orals presentations

  • Experience in business and strategic planning and managing client relationships

  • Development of project plan outlining milestone dates to meet client deadlines

  • Supervising, training/ developing staff on valuation and client requirements as well as assessing staff performance

  • Management of project budgets and mitigating any potential project risks

  • Ability to work independently and deliver client service work that exceeds client expectations

  • Additional Requirements:

  • Bachelor's degree in finance, economics, accounting or business

  • Strong analytical and problem solving skills, as well as strong team building, interpersonal and communication skills (both written and oral)

  • Proficiency with Microsoft Excel, Word, and PowerPoint

  • Flexibility for potential travel to client sites


  • Gift and estate valuation experience

  • MBA or Master's degree in Finance

  • ASA or CFA

How you ll grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center. at


At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. at

Deloitte s culture

Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte.

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Category: Finance

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