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

Min 3 yrs required

Full-time

No

Job Title: Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Experience: 3+ years
Salary Range: $63,420 - $144,300 (wide range based on various factors)
Location: West Region Office Locations

H1: Tax Senior in Private Wealth Management at Deloitte
H2: Join Our Growing Private Wealth Practice at Deloitte

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, and closely-held businesses
- Must excel in providing solutions to complex tax issues and have a strong understanding of AGI & DNI
- Opportunity to join Deloitte's Private Wealth practice

What You'll Do:

- Perform high-level reviews of tax research and work papers for individual, fiduciary, partnership, closely-held corporations, estate, and gift tax returns
- Prepare for and assist in client meetings related to tax planning opportunities and transactions
- Work with a variety of clients, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners

The Team:

- Deloitte's Private Wealth team focuses on the specialized needs of the ultra-affluent
- Provides comprehensive, independent, and objective wealth transfer planning advice
- Helps clients make informed decisions about their personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications:

Required:

- Ability to work in a hybrid model, co-locating in person 2-3 days per week
- 3+ years of experience in tax planning or preparing and reviewing client work papers and income tax returns
- Bachelor's degree in accounting, finance, or other business-related field
- Active CPA, licensed attorney, enrolled agent, or CFA/CFP certification
- Ability to travel up to 25% depending on client needs

Preferred:

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

Benefits:

- Deloitte values its people and offers a broad range of benefits
- Opportunities for professional development and growth through mentorship and formal development programs

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers individuals to be themselves and contribute their unique perspectives
- We leverage different ideas and perspectives to bring creativity and innovation to solving 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 are focused on creating trust and confidence in a more equitable society
- Our purpose defines who we are and guides our work every day

Professional Development:

- From entry-level employees to senior leaders, there are always opportunities to learn and grow at Deloitte
- We offer a variety of development programs and mentorship opportunities for our professionals to continue to grow throughout their career

Equal Opportunity Employer:

- Deloitte is an equal opportunity employer and values diversity and inclusion in our 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

Requisition Code: 182260

Not specified

Comprehensive benefits package including healthcare, retirement, and time off.

Not specified

Leadership, Strategic Thinking, Tax Compliance, Tax Planning, Tax Research, Income Tax Returns, Client Management, Financial Planning, Communication, Organizational Skills, Analytical Skills, Project Management

Bachelor's degree in Accounting, Finance, or Business-related field, CPA, Attorney, Enrolled Agent, CFA, CFP, MST, MAcc, JD, or LLM

Interested candidates should submit their resume and cover letter through the Deloitte careers website.

Qualification and Experience Bachelor's degree in Accounting, Finance, or Business-related field, CPA, Attorney, Enrolled Agent, CFA, CFP, MST, MAcc, JD, or LLM

Legal