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

Min 3 yrs required

Full-time

No

Deloitte is currently seeking a highly motivated Tax Senior with experience in investment management and private wealth to join our growing Private Wealth Tax practice. This position will require working in the West Region Office Locations.

Position Summary:

The Tax Senior will be 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. They will also provide solutions to complex tax issues and perform high-level reviews of tax research for various entities.

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 regarding tax planning opportunities and the tax implications of transactions
- Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns
- Provide solutions to complex tax issues
- Travel up to 25% based on the work and clients served

Qualifications:

Required:

- 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
- Active accreditation such as CPA, licensed attorney, enrolled agent, CFA, or CFP
- Ability to work in a hybrid model, co-locating in person 2-3 days per week
- Ability to travel up to 25% based on work and clients served

Preferred:

- 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; able to articulate conclusions, planning opportunities, and risks identified through research projects

Salary Information:

The wage range for this role takes into account various factors such as skill sets, experience and training, licensure and certifications, and other business and organizational needs. The estimated range for this role is $63,420 to $144,300. However, the actual salary may vary based on individual qualifications and the location at which the position is filled.

Benefits:

At Deloitte, we value our people and offer a broad range of benefits, including opportunities for professional development, mentorship, and a diverse and inclusive culture. We also offer a discretionary annual incentive program based on individual and organizational performance.

Professional Development:

From entry-level employees to senior leaders, we believe in continuous learning and offer a variety of opportunities for growth and development. Our professionals have access to on-the-job learning experiences, formal development programs, and mentorship opportunities throughout their career.

Our Purpose:

At Deloitte, our purpose is to make an impact that matters for our clients, our people, and our communities. We are committed to creating a more equitable society and building trust and confidence through our work. Our purpose guides our actions and defines who we are as a firm.

Our People and Culture:

We believe in the power of diversity, equity, and inclusion and strive to create a culture where everyone can be their authentic selves and contribute their unique perspectives. This enables us to bring more creativity and innovation to our work and better serve our clients.

Recruiting Tips:

We want you to feel prepared and confident as you explore opportunities at Deloitte. Check out our recruiting tips from Deloitte recruiters to help you stand out in your resume and interviews.

Deloitte is an equal opportunity employer and values diversity at all levels. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. We are committed to providing accommodations for individuals with disabilities during the application process. Learn more about our accommodations for disabled applicants here:

Requisition code: 182260

Comprehensive, Independent, and Objective Wealth Transfer Planning Advice, Opportunities for Career Growth and Development, Competitive Salary and Benefits Package, Flexible Work Arrangements, Inclusive and Diverse Culture, Commitment to Sustainability, Equity, and Trust

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Trusts, Estates, Family Offices, Investment Vehicles, Charitable Pursuits, Closely-Held Business, Tax Issues, AGI, DNI, Tax Research, Tax Returns, Client Meetings, Tax Planning, Transactions, Ultra-Affluent, Wealth Transfer Planning, Financial Planning, Estate Planning, Hybrid Work Model, CPA, Attorney, Enrolled Agent, CFA, CFP, Project Management, Technology, Microsoft Excel, Communication, Interpersonal Skills, Organizational Skills, Analytical Skills, Compensation, Annual Incentive Program, Accommodation, Recruiting, Benefits, Culture, Purpose, Professional Development

Bachelor's degree in accounting, finance, or other business-related field, active accreditation or willingness to obtain an advanced degree such as MST, MAcc, JD, or LLM.

Interested candidates can apply through the Deloitte website or through other job search platforms.

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