Estate Tax Examiner

The Form 706 and the supporting valuations anchor each case — reviewing reported assets, evaluating valuation methodology, checking deductions and credits, deciding whether examination findings warrant adjustment. You're often deep in appraisal reports, business-valuation documents, and trust schedules. Cases closed and additional tax assessed anchor the visible measures.

The harder part is often the complexity of estate-tax valuation — closely-held businesses, real estate, art and collectibles, partial interests each carry valuation methodology and appraiser-judgment dimensions. Variance across employers is real: at the IRS estate tax examination runs within structured Specialty Examination programs; at state revenue agencies parallel work occurs against state-specific estate or inheritance taxes.

Folks who do well here often bring valuation depth, documentation discipline, and patient case-development work. The trade-off is the case-by-case duration — estate cases can run months or years. EA and CPA credentials anchor advancement.