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

Min 3 yrs required

Full-time

No

Tax Senior, Investment Management - Private Wealth (West Region Office Locations) - $63,420 to $144,300
- Position Summary: Strategic and knowledgeable Tax Senior needed for Deloitte's growing Private Wealth practice.
- Job Responsibilities: Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held business concerns. Provide solutions to complex tax issues and assist in client meetings.
- Required Experience: 3+ years in 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 as a CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP.
- Ability to perform job responsibilities within a hybrid work model that requires in-person work 2-3 days per week.
- Ability to travel up to 25%, on average.
- Preferred: Advanced degree (MST, MAcc, JD, or LLM), prior Big 4 experience, experience reviewing partnership and/or trust documents, and project management experience.
- Excellent technology, research, writing, communication, interpersonal, and organizational skills required.
- Compensation: The disclosed range estimate of $63,420 to $144,300 takes into account various factors such as skill sets, experience, licensure and certifications, and other organizational needs.
- Benefits: Deloitte values its people and offers a broad range of benefits.
- Inclusive Culture: Deloitte's diverse, equitable, and inclusive culture empowers individuals to contribute their unique perspectives and make a difference in their work.
- Purpose: Deloitte's purpose is to make an impact that matters for clients, people, and communities. The company is committed to sustainability, equity, and trust.
- Professional Development: Deloitte offers opportunities for employees to build new skills, take on leadership roles, and grow through mentorship and formal development programs.
- Equal Opportunity Employer: Deloitte is an equal opportunity employer and values diversity in its workforce. 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.

Not specified

Comprehensive benefits package

Not specified

Leadership, Strategic Thinking, Tax Compliance, Tax Consulting, Tax Research, High-level Reviews, Tax Returns, Client Meetings, Tax Planning, Complex Tax Issues, AGI, DNI, Compliance, Consulting, Wealth Transfer Planning, Financial Planning, Estate Planning, Business Owner Services, Ultra-affluent Clients, Multigenerational Wealth, Family Offices, Entrepreneurs, Closely-held Businesses, Charitable Giving, Independent Wealth Transfer Planning, Objective Wealth Transfer Planning, Wealth Transfer Planning Advice, Deloitte Private Wealth Tax Services, Tax Planning Services, Income Tax Returns, Partnership Documents, Trust Documents, Project Management, Scheduling, Budgeting, Client Correspondence, Billing, Technology, Microsoft Excel, Compliance Software, Research, Writing, Communication, Interpersonal Skills, Organizational Skills, Analytical Skills, Articulation Skills, Compensation, Incentive Programs, Accommodations, Recruiting Tips, Benefits, Diversity, Equity, Inclusion, Creativity, Innovation, Professional Development, Mentorship, Legal Structure, Public Accounting, Employment, Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Disability, Protected Veteran Status, Legal Basis, Applicable Law.

Bachelor's degree in accounting, finance, or other business-related field, Advanced degree such as MST, MAcc, JD, or LLM.

Interested candidates should apply through the Deloitte 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), Advanced degree such as MST, MAcc, JD, or LLM.

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