Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

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

Salary Information: $63,420 - $126,620 per year

Job Title: Tax Senior, Private Wealth

Experience: 3+ years

Position Summary:
- Seeking a leader and strategic thinker with extensive first-hand knowledge in multiple areas of taxation
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns
- Must excel at providing solutions to complex tax issues and have a strong understanding of AGI & DNI
- Join Deloitte's growing Private Wealth practice

Responsibilities:
- Perform high-level reviews of tax research for 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 for the client

The Team:
- Deloitte Tax LLP's 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
- Provides comprehensive, independent, and objective wealth transfer planning advice
- Helps clients make strategic decisions regarding their personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications:
Required:
- Ability to work within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
- 3+ years of 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 or licensed attorney, enrolled agent, or certified financial advisor/ certified financial planner
- Ability to travel up to 25% based on work and clients served

Preferred:
- Advanced degree such as MST, MAcc, JD, or LLM
- Prior experience at a Big 4 firm
- Experience reviewing partnership and/or trust documents
- Project management experience, including scheduling, budgeting, client correspondence, and billing
- Strong technology, research, and writing skills
- Excellent communication, interpersonal, and organizational skills
- Strong analytical and communication skills to articulate conclusions, planning opportunities, and risks identified through research projects

Benefits:
- Deloitte values its people and offers a broad range of benefits, including a discretionary annual incentive program
- Opportunities for professional development and growth through on-the-job learning experiences and formal development programs

Our People and Culture:
- Deloitte's diverse, equitable, and inclusive culture empowers employees to be themselves and contribute their unique perspectives
- We leverage different ideas and perspectives to bring creativity and innovation to solve complex challenges
- Deloitte is committed to advancing sustainability, equity, and trust in our communities

Our Purpose:
- Deloitte's purpose is to make an impact that matters for our clients, our people, and our communities
- We focus on sustainability, equity, and trust in all aspects of our work
- Learn more about Deloitte's purpose, commitments, and impact

Recruiting Tips:
- Deloitte offers tips for developing a standout resume and preparing for interviews

Requisition Code: 182564

Not specified

Not specified

Not specified

Compliance, Consulting, Tax Planning, Research, Financial Planning, Communication, Organizational, Analytical, Technology, Writing

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

information for applicants with a need for accommodation:



btstax
recruiting tips

from developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at deloitte

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Advanced degree (MST, MAcc, JD, or LLM)

Legal