Tax Senior - Investment Mgmt - Private Wealth

Min 3 yrs required

Full-time

No

## Tax Senior - Investment Mgmt - Private Wealth
Deloitte’s Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. As a Tax Senior in this practice, you will be responsible for:

- High-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
- Preparing and assisting in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions
- Providing tax planning services and reviewing client work papers and income tax returns
- Understanding complex tax issues and advising clients on tax implications of transactions
- Utilizing technology, research, and writing skills

## Qualifications

In order to be successful in this role, you must possess the following qualifications:

- Ability to work in 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
- Licensed attorney
- Enrolled Agent
- 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 include an advanced degree such as MST, JD, or LLM, and prior Big 4 experience.

## Salary

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.

## Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. These include:

- A diverse, equitable, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively
- Leveraging different ideas and perspectives to bring more creativity and innovation to help solve our client’s most complex challenges
- Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
- On-the-job learning experiences to formal development programs to continue to grow throughout their career

At Deloitte, we are committed to making an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. Our purpose is to focus our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments.

If you possess the qualifications listed above and are interested in this position, please apply for the Tax Senior role in Deloitte's Private Wealth practice. 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, or any other legally protected basis, in accordance with applicable law. Requisition code: 165158.

Developing a stand out resume, putting your best foot forward in the interview, a broad range of benefits, diverse, equitable, and inclusive culture, leveraging different ideas and perspectives, bringing more creativity and innovation, advancing sustainability, equity, and trust, on-the-job learning experiences, formal development programs

Ability to perform job responsibilities within a hybrid work model, 3+ years’ experience providing tax planning services, 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, based on the work you do and the clients and industries/sectors you serve

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

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Qualification and Experience 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)

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