Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)

- Job position: Tax Senior, Investment Management - Private Wealth
- Job type: Full-time
- Location: Central Region Office Locations (29 locations available)
- Department: Private Wealth Tax
- Company: Deloitte Tax LLP
- Job experience: 3+ years providing tax planning services or preparing and reviewing client work papers and income tax returns

Position Summary

- Leader and strategic thinker with extensive knowledge across multiple areas of taxation
- Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns
- Solutions to complex tax issues
- Knowledge of AGI & DNI
- Career opportunity with Deloitte’s growing Private Wealth practice

What You’ll Do

- Perform high-level reviews of tax research and tax returns
- Prepare for and assist in client meetings on compliance and consulting projects
- Provide tax planning opportunities and advice on the tax implications of transactions

The Team

- Specialized needs of the ultra-affluent
- Families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Comprehensive, independent, and objective wealth transfer planning advice
- Help clients make informed decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications

Required:

- Ability to work within a hybrid model that requires in-person work 2-3 days per week
- 3+ years of experience in tax planning or preparing and reviewing client work papers and income tax returns
- Bachelor's degree in accounting, finance, or other business-related field
- Licensed CPA, attorney, enrolled agent, or certified financial advisor/planner
- Ability to travel up to 25% based on work and client needs

Preferred:

- Advanced degree (MST, MAcc, JD, LLM)
- Prior experience with Big 4 firms
- Experience reviewing partnership and/or trust documents
- Project management experience
- Strong technology, research, and writing skills
- Excellent communication, interpersonal, and organizational skills

Salary Information

- Wage range: $63,420 to $126,620 (adjusted for geographic location)
- Discretionary annual incentive program based on individual and organizational performance

Benefits

- Broad range of benefits offered to employees
- Great people make a great organization
- Inclusive culture that values diversity and empowers individuals to make a difference
- Focus on sustainability, equity, and trust
- Opportunities for professional development and growth

Deloitte's Purpose

- Make an impact that matters for clients, people, and communities
- Creating trust and confidence in a more equitable society
- Inclusive culture that fosters creativity and innovation
- Core commitments to sustainability, equity, and trust

Professional Development

- Opportunities to build new skills and take on leadership roles
- Mentorship and formal development programs
- Continuous learning and growth throughout your career

Deloitte Tax LLP

- Subsidiary of Deloitte LLP
- Legal structure and services available to attest clients under public accounting regulations
- Equal opportunity employer

Requisition Code: 182564

Not specified

Comprehensive benefits package

Not specified

Tax research, Compliance, Consulting, Financial planning, Communication, Organization, Analytical, Writing, Project management, Technology proficiency

Bachelor's degree in accounting, finance, or other business-related field. Advanced degree (MST, MAcc, JD, or LLM) preferred.

Interested applicants should follow the instructions on the Deloitte careers website.

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, plus 3+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns. Must also hold one of the following accreditations Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP).

Legal