Tax Senior - Investment Mgmt - Private Wealth

3-15 yrs required

Full-time

No

##### Tax Senior - Investment Mgmt - Private Wealth

Deloitte's Private Wealth team is currently seeking Tax Seniors to join their team and provide comprehensive, independent, and objective wealth transfer planning advice to ultra-affluent clients. This position is available in 30 East Coast city locations.

##### 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)
- Experience reviewing trust documents
- 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
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

##### Preferred Qualifications

- Advanced degree such as MST, JD, or LLM
- Prior Big 4 experience

##### Compensation

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 $144,300. 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.

##### Recruiting Tips

Deloitte recruiters are here to help you feel prepared and confident as you explore opportunities at Deloitte. Check out these recruiting tips to help you stand out and get the job you want:

- Develop a stand-out resume that highlights your skills and experience.
- Put your best foot forward in the interview. Do research on the position and company to make sure you have a good understanding of the role and how you can add value.
- Practice your answers to common interview questions.
- Ask questions about the position and company to demonstrate your interest in the role.

##### Benefits

Deloitte values its people and offers employees a broad range of benefits. Here are just some of the benefits you can expect from working at Deloitte:

- Comprehensive health and insurance benefits
- Generous paid time off
- 401(k) savings plan
- Flexible spending accounts
- Professional development and training opportunities
- And much more

##### Our People and Culture

Deloitte's diverse, equitable, and inclusive culture empowers its people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. The culture enables Deloitte to leverage different ideas and perspectives, bring more creativity and innovation to help solve clients' most complex challenges.

##### Our Purpose

Deloitte's purpose is to make an impact that matters for its clients, people, and communities. Deloitte is creating trust and confidence in a more equitable society and focuses its collective efforts to advance sustainability, equity, and trust that come to life through its core commitments.

##### Professional Development

At Deloitte, everyone has room to learn and grow. From on-the-job learning experiences to formal development programs, Deloitte professionals have a variety of opportunities to continue to grow throughout their career.

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Ability to perform job responsibilities within a hybrid work model; 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; Licensed CPA in state of practice/primary office; Licensed attorney; Enrolled Agent; Chartered Financial Advisor (CFA); Certified Financial Planner (CFP); Experience reviewing trust documents; Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills; Strong communication, interpersonal, and organizational skills; Strong analytical and communication skills; Ability to travel up to 25%, on average; Advanced degree such as MST, JD, or LLM; Prior Big 4 experience

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

Apply online.

Qualification and Experience Licensed CPA in state of practice/primary office if eligible to sit for the CPA; Licensed attorney; Enrolled Agent; Chartered Financial Advisor (CFA); Certified Financial Planner (CFP); Advanced degree such as MST, JD, or LLM; Prior Big 4 experience

Legal