Tax Senior - Investment Mgmt - Private Wealth

Min 3 yrs required

Full-time

No

# Tax Senior – Investment Management – Private Wealth

## Position Summary

Deloitte’s Private Wealth Tax practice is looking for a Tax Senior with extensive knowledge across multiple areas of taxation and the ability to deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. The successful candidate will be a leader and strategic thinker, able to provide solutions to complex tax issues, and will get excited about AGI & DNI!

## What You’ll Do

As a Tax Senior in the Private Wealth Tax practice, you will:

- Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
- Prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client

## The Team

Deloitte Private Wealth specializes in the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. Our team provides comprehensive, independent, and objective wealth transfer planning advice, and helps clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about [Deloitte Private Wealth Tax Services]().

## Qualifications

**Required:**

- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week
- 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- Bachelor's degree in accounting, finance, or other business-related field
- One of the following accreditations obtained, in process, or willing and able to obtain:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Experience reviewing trust documents
- Excellent technology (., Microsoft Excel and compliance software), research, and writing skills
- Strong communication, interpersonal, and organizational skills
- Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

**Preferred:**

- Advanced degree such as MST, JD, or LLM
- Prior Big 4 experience

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $63,420 to $144,300. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

## Recruiting Tips

Deloitte recruiters have put together some great tips to help you stand out during the recruitment process. From developing a standout resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out [recruiting tips from Deloitte recruiters]().

## Benefits

Deloitte values its people and offers employees a broad range of benefits. Learn more about [what working at Deloitte can mean for you]().

## Our People and Culture

At Deloitte, our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our [inclusive culture]().

## Our Purpose

Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about [Deloitte's purpose, commitments, and impact]().

## Professional Development

From entry-level employees to senior

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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.

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Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week; 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns; Bachelor's degree in accounting, finance, or other business-related field; One of the following accreditations obtained, in process, or willing and able to obtain Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP); Experience reviewing trust documents; Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills; Strong communication, interpersonal, and organizational skills; Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects; Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Bachelor's degree in accounting, finance, or other business-related field

Check out recruiting tips from Deloitte recruiters.

Qualification and Experience Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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