Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

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

Deloitte is looking for a Tax Senior to join their Private Wealth team in their Central Region office locations. This is an excellent opportunity for an experienced tax professional to help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving.

### Job Responsibilities

As a Tax Senior in Deloitte's Private Wealth Tax practice, you will be responsible for the following:

* 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
* Analyze and articulate the tax implications of transactions to the client

### Qualifications

The ideal candidate must have the following qualifications:

* Ability to perform job responsibilities within a hybrid work model (2 - 3 days per week in-person)
* 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
* Chartered Financial Advisor (CFA)
* Certified Financial Planner (CFP)
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred qualifications include:

* Advanced degree such as MST, MAcc, JD, or LLM
* Prior Big 4 experience
* Experience reviewing partnership and/or trust documents
* Experience managing projects including scheduling, budgeting, client correspondence, and billing
* 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

### 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 $126,620.

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 provides tips to help you stand out in the recruiting process. These tips include developing a stand out resume, putting your best foot forward in the interview, and staying up to date with the latest trends.

### Benefits

At Deloitte, employees are offered a broad range of benefits. These include medical and dental coverage, life and disability insurance, retirement savings plans, and paid time off.

### Our People and Culture

Deloitte is an equitable and inclusive culture which empowers people to be their true selves and contribute their unique perspectives. This makes Deloitte one of the most rewarding places to work.

### Our Purpose

Deloitte’s purpose is to make an impact that matters for their clients, their people, and in their communities. They are creating trust and confidence in a more equitable society.

### Professional Development

Deloitte provides opportunities for employees to build new skills, take on leadership roles, and connect with and grow through mentorship. They offer both on-the-job learning experiences and formal development programs.

Deloitte is looking for a Tax Senior to join their Private Wealth team in their Central Region office locations. This is an excellent career opportunity for an experienced tax professional to help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving. The wage range for this role is $63,420 to $126,620.

The ideal candidate must have 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns, a Bachelor's degree in accounting, finance, or other business-related field, and 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), or Certified Financial Planner (CFP).

Benefits of working at Deloitte include medical and dental coverage, life and disability insurance, retirement savings plans, and paid time off

Health care, Retirement, Vacation, Wellness, Disability, Paid time off

Ability to perform job responsibilities within a hybrid work model, 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, Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Advanced degree such as MST, MAcc, JD, or LLM, Prior Big 4 experience, Experience reviewing partnership and/or trust documents, Experience managing projects, 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

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

Visit and follow the instructions to apply for the Tax Senior, Investment Management - Private Wealth (Central Region Office Locations) position

Qualification and Experience Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Advanced degree such as MST, MAcc, JD, or LLM

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