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

Min 3 yrs required

Full-time

No

SEO Friendly Job Title: Tax Senior - Private Wealth (West Region Office Locations)

H1 Heading: Join Deloitte's Growing Private Wealth Practice as a Tax Senior

H2 Heading: Deliver Compliance and Consulting Services for High Net Worth Individuals and Families

Bold Headlines:

- Are you a leader with extensive knowledge in taxation?
- Excited about AGI & DNI?
- Join Deloitte's Private Wealth Tax Practice for a fulfilling career.
- What you'll do as a Tax Senior in our team.
- Qualifications required for the role.
- Preferred qualifications and experience.
- The wage range and potential for an annual incentive program.
- Our commitment to diversity, equity, and inclusion.
- Deloitte's purpose and impact in the community.
- Professional development opportunities for all employees.
- Equal employment opportunity for all qualified applicants.

Position Summary:

Deloitte is seeking a Tax Senior for our Private Wealth Tax practice. This role involves providing compliance and consulting services to high net worth individuals and their trusts, estates, family offices, and closely-held businesses. The Tax Senior will also assist in client meetings and research projects related to tax planning opportunities and implications.

What You'll Do:

- Perform high-level reviews of tax research and returns for individual, fiduciary, partnership, closely-held corporations, estate, and gift work.
- Prepare for and assist in client meetings for compliance and consulting projects.
- Provide solutions to complex tax issues.
- Co-locate in person 2-3 days per week in a hybrid work model.
- Travel up to 25% based on client needs.

The Team:

Deloitte's Private Wealth team specializes in providing wealth transfer planning advice to ultra-affluent clients, including multigenerational families, entrepreneurs, family offices, and closely-held business owners. The team helps clients make strategic decisions related to their personal financial comfort, business and investment needs, family legacy, and charitable giving.

Qualifications:

- 3+ years of experience in tax planning or preparation and review of tax returns.
- Bachelor's degree in accounting, finance, or related field.
- Active accreditation such as CPA, licensed attorney, enrolled agent, CFA, or CFP.
- Ability to travel up to 25% on average.

Preferred Qualifications:

- Advanced degree in taxation or related field.
- Prior experience in a Big 4 firm.
- Experience reviewing partnership and/or trust documents.
- Project management experience.
- Strong technology, research, and writing skills.
- Excellent communication, interpersonal, and organizational skills.
- Strong analytical skills and ability to articulate conclusions and planning opportunities.

Salary Information:

The wage range for this role takes into account various factors such as skill sets, experience, and certifications. The estimated range is $63,420 to $144,300.

Annual Incentive Program:

Eligible employees may participate in a discretionary annual incentive program, subject to various factors including individual and organizational performance.

Our People and Culture:

At Deloitte, we value our diverse and inclusive culture that empowers our people to contribute their unique perspectives and make a difference. We are committed to advancing sustainability, equity, and trust in our society, and our purpose guides our work every day.

Professional Development:

We offer various opportunities for employees to continue learning and growing throughout their career, including on-the-job experiences and formal development programs.

Equal Employment Opportunity:

Deloitte is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.

Requisition Code: 182260

Not specified

Not specified

Not specified

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Trusts, Estates, Family Offices, Investment Vehicles, Charitable Pursuits, Closely-Held Business Concerns, AGI, DNI, Tax Research, Tax Returns, Tax Planning, Transactions, Client Meetings, Wealth Transfer Planning, Financial Comfort, Business and Investment Needs, Family Legacy, Charitable Giving, Estate Planning

Bachelor's Degree in Accounting, Finance, or other Business-Related Field, Advanced Degree (Preferred)

information for applicants with a need for accommodation:

btstax
recruiting tips

from developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at deloitte

Qualification and Experience Bachelor's Degree in Accounting, Finance, or other Business-Related Field, CPA, Attorney, Enrolled Agent, CFA, CFP

Legal