Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

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

Deloitte is looking for a Tax Senior to join the Private Wealth practice for the Central Region locations. This position requires a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation. The successful candidate will excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.

## Job Summary

As a Tax Senior in the Private Wealth Tax practice, you will:

* Perform high-level reviews of tax research of 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 to the client
* Travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

## Qualifications

* Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week
* 3+ years’ 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
* One of the following accreditations obtained, in process, or willing and able to obtain:
* Licensed CPA in state of practice/primary office if eligible to sit for the CPA
* If not CPA eligible: Licensed attorney & Enrolled Agent
* Certifications: Chartered Financial Advisor (CFA) & Certified Financial Planner (CFP)

## Preferred Qualifications

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

## Salary Information

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $63,420 to $126,620. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Deloitte is recruiting for the Tax Senior, Investment Management - Private Wealth position in 29 Central Region office locations. Recruiting for this role ends on June 1, 2024.

If you have the necessary qualifications and are looking for a rewarding career with a globally recognized organization, apply today!

Deloitte is committed to creating an equitable society and offers a variety of benefits to its employees. We value our people and offer employees a broad range of benefits. From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture and Deloitte's purpose, commitments, and impact.

If you feel that you are the ideal candidate for this role, please apply for the Tax Senior, Investment Management - Private Wealth position today!

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Broad range of benefits, developing a stand out resume, putting your best foot forward in the interview, opportunities to build new skills, take on leadership opportunities, mentorship, on-the-job learning experiences, formal development programs

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Ability to perform job responsibilities within a hybrid work model, high-level reviews of tax research, preparing and reviewing client work papers and income tax returns, providing tax planning services, managing projects, excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills, strong communication, interpersonal, and organizational skills

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

Check out recruiting tips from Deloitte recruiters

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, one of the following accreditations obtained, in process, or willing and able to obtain Licensed CPA in state of practice/primary office if eligible to sit for the CPA, licensed attorney, enrolled agent, certifications Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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