Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

## Tax Senior, Investment Management - Private Wealth

Deloitte Tax LLP is seeking a Tax Senior to join the Private Wealth Tax practice for the West Region. This position is available in 15 locations and requires US Tax professionals to co-locate in person 2 – 3 days per week.

### Job Summary

The Tax Senior in the Private Wealth Tax practice will provide tax planning services and prepare and review client work papers and income tax returns. The Tax Senior will also 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)
* 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, 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 $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.

Deloitte Tax LLP is seeking an experienced Tax Senior to join their Private Wealth Tax practice for the West Region. This position is available in 15 locations and requires US Tax professionals to co-locate in person 2 – 3 days per week.

The Tax Senior will provide tax planning services and prepare and review client work papers and income tax returns, as well as assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.

### Qualifications

In order to be considered for the position, the applicant must have the following 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)
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

### Preferred Qualifications

The following qualifications are preferred but not required:

* 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;

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

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 if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Ability to travel up to 25%, on average, 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 (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

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, in accordance with applicable law

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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