• Lead and sign off on transfer tax valuations, including minority LP/LLC interest appraisals. • Develop defensible support for DLOC and DLOM conclusions based on governing documents and market evidence. • Determine appropriate valuation approaches and key inputs, and oversee engagement execution from scoping through final delivery. • Serve as senior technical contact for estate planning attorneys, CPAs, wealth advisors, and family offices. • Build and enforce standards: intake checklist, workpapers, report templates, discount memos, and QA review process. • Train and mentor analysts. Build a scalable production workflow. • Support audit or inquiry responses as needed, including documentation and technical explanations.