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How to Choose Recruiters, Executive Search, and Recruitment Agencies (and How They Work)
In-House
Rosslyn, VA, United States
Tax Senior - Investment Mgmt - Private Wealth
Attorney
Company Review
Min 3 yrs required
Full-time
No
## Tax Senior - Investment Mgmt - Private Wealth Deloitte is seeking a Tax Senior to join its Private Wealth practice. This position is available in 30 locations across the United States, primarily on the East Coast. ### Position Summary Deloitte's Private Wealth Tax practice is looking for a Tax Senior who can provide comprehensive, independent, and objective wealth transfer planning advice. The successful candidate will have first-hand knowledge across multiple areas of taxation and will 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. ### 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 - 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 ### 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 Deloitte provides tips to help applicants stand out during the hiring process. These include developing a stand out resume, putting your best foot forward in the interview, and more. ### Benefits Deloitte offers a broad range of benefits to its employees. These include competitive salaries, healthcare, retirement plans, and more. ### Our People and Culture Deloitte's diverse, equitable, and inclusive culture empowers its people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. ### Our Purpose Deloitte's purpose is to make an impact that matters for its clients, its people, and in its communities. ### Professional Development Deloitte provides its professionals with 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, Deloitte's employees have a variety of opportunities to continue to grow throughout their career. Deloitte is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis.
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Broad range of benefits, Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship
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), 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, ability to travel up to 25%, Advanced degree such as MST, JD, or LLM, Prior Big 4 experience
Bachelor's degree in accounting, finance, or other business-related field
Apply through the Deloitte website
Qualification and Experience 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)
Legal
USD 63420 to 144300 Annually
Apr 23, 2024
Aug 06, 2024
Qualification and ExperienceBachelor'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)
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