Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

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

- Role in Deloitte's growing Private Wealth practice, providing compliance and consulting services to individual clients, trusts, estates, family offices, and closely-held businesses.
- Leader and strategic thinker with extensive knowledge in multiple areas of taxation.
- Exciting opportunity to work with ultra-affluent clients, such as families with multigenerational wealth, entrepreneurs, and family offices.
- Focus on wealth transfer planning and advice, including personal financial comfort, business and investment needs, family legacy, and charitable giving.
- Review tax research and work papers, as well as prepare for and assist in client meetings.
- Opportunity for hybrid work model, with in-person co-location required 2-3 days per week.
- Minimum of 3 years' experience in tax planning or preparing and reviewing tax returns.
- Bachelor's degree in accounting, finance, or other business-related field required.
- Must have or be eligible to obtain one of the following accreditations: CPA, licensed attorney, enrolled agent, CFA, or CFP.
- Ability to travel up to 25% based on work and client needs.
- Preferred qualifications include advanced degree, prior Big 4 experience, and project management experience.
- Strong technology, research, and writing skills required.
- Excellent communication, interpersonal, and organizational skills.
- Competitive salary range of $63,420 to $126,620, with potential for annual incentive program participation.
- Deloitte values diversity, equity, and inclusion, and empowers its employees to be their authentic selves.
- Purpose-driven organization, focused on making an impact for clients, people, and communities.
- Professional development opportunities available for all employees.
- Deloitte Tax LLP is a subsidiary of Deloitte LLP, and offers a broad range of benefits.
- 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: 182564.

Not specified

Comprehensive benefits package

Not specified

Tax planning, compliance, consulting, reviewing work papers and tax returns, managing projects, communication, interpersonal, organizational, analytical, research, writing, Microsoft Excel, technology

Bachelor's degree in accounting, finance, or other business-related field; advanced degree (MST, MAcc, JD, LLM) preferred.

Interested candidates should apply through the company's website.

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); 3+ years of experience in tax planning or preparing and reviewing work papers and tax returns; ability to travel up to 25%

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