Tax Senior - Investment Mgmt - Private Wealth

Min 3 yrs required

Full-time

No

# Tax Senior – Investment Mgmt – Private Wealth

## Position Summary
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Deloitte’s Private Wealth practice is looking for a Tax Senior to join their team!

## What You’ll Do
As a Tax Senior in our 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, as well 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
At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help 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.

## Qualifications
* 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 Qualifications
* Advanced degree such as MST, JD, or LLM
* Prior Big 4 experience

## Salary
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
From developing a stand out resume to putting your best foot forward in the interview, Deloitte provides tips from recruiters to help you feel prepared and confident as you explore opportunities.

## Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.

## Our People and Culture
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.

## 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.

## Professional Development
From entry-level employees to senior leaders, Deloitte believes there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

## Summary
Deloitte’s Private Wealth Tax practice is looking for a Tax Senior to join their team! As a Tax Senior, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well 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. This role

NA

Health, Dental, Vision, Retirement, Paid Time Off

NA

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; Certifications 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

Apply online or send resume to Deloitte

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

Legal