Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

Summary:

- Job Title: Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)
- Experience: 3+ years
- Salary Range: $63,420 to $126,620
- Job Location: 29 locations across the United States
- Department: Private Wealth Tax Services
- Company: Deloitte Tax LLP
- Recruiting Ends: June 1, 2025

Position Summary:

- Seeking a leader and strategic thinker with extensive 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
- Able to provide solutions to complex tax issues and have a strong understanding of AGI & DNI
- Opportunity to join Deloitte’s growing Private Wealth practice

What You’ll Do:

- Perform high-level reviews of tax research and tax returns for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers
- Prepare for and assist in client meetings for compliance and consulting projects related to tax planning opportunities and implications of transactions
- Work with a team of specialized professionals to cater to the needs of ultra-affluent clients, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners

Qualifications:

Required:

- Ability to work in a hybrid model, co-locating in person 2-3 days per week
- 3+ years of experience in 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
- License or certification in one of the following: CPA, attorney, enrolled agent, CFA, CFP
- Ability to travel up to 25% for work

Preferred:

- Advanced degree such as MST, MAcc, JD, or LLM
- Previous experience in a Big 4 accounting firm
- Familiarity with 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 skills and ability to articulate conclusions and identify planning opportunities and risks through research projects

Benefits:

- Comprehensive benefits package for employees
- Opportunities for professional development and growth, including mentorship and formal development programs

Our People and Culture:

- Diverse, equitable, and inclusive culture that values the unique perspectives of our employees
- Focused on advancing sustainability, equity, and trust in our communities and society
- Commitment to making a positive impact for our clients, people, and communities

Professional Development:

- Opportunities for employees at all levels to learn and grow through on-the-job experiences and formal development programs
- Mentoring and leadership opportunities

Deloitte Tax LLP:

- A subsidiary of Deloitte LLP
- Offers a wide range of services to clients
- Committed to creating an inclusive and diverse workplace
- Opportunities for employees to make a difference and have a positive impact in their work

Equal Opportunity Employer:

- Deloitte is an equal opportunity employer and values diversity and inclusion in the workplace
- 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
- For more information about Deloitte's legal structure and services, please visit

Requisition Code: 182564

Not specified

Not specified

Not specified

Leadership, Strategic Thinking, Tax Compliance, Consulting, Tax Research, Income Tax Returns, Microsoft Excel, Communication, Interpersonal, Organizational, Analytical, Writing

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

information for applicants with a need for accommodation:



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