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

Min 3 yrs required

Full-time

No

Bullet Points:
- Tax Senior position in Deloitte's Private Wealth Tax practice
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, and closely-held businesses
- Must have extensive knowledge of multiple areas of taxation and be able to provide solutions to complex tax issues
- Will perform high-level reviews of tax research and assist in client meetings
- Focus on specialized needs of the ultra-affluent, including multigenerational wealth, entrepreneurs, and family offices
- Must be able to work in a hybrid model, co-locating in person 2-3 days per week
- Requires 3+ years of experience in tax planning or preparing and reviewing tax returns
- Bachelor's degree in accounting, finance, or related field required
- Active accreditation as a CPA, attorney, enrolled agent, CFA, or CFP preferred
- Ability to travel up to 25% for work and serving clients in various industries/sectors
- Advanced degree and prior Big 4 experience a plus
- Strong technology, research, writing, and communication skills required
- Wage range for this role is $63,420 to $144,300, with potential for discretionary annual incentive program participation
- Deloitte values diversity, equity, and inclusion and encourages individuals to be themselves and contribute their unique perspectives
- Purpose is to make an impact that matters for clients, people, and communities, with a focus on sustainability, equity, and trust
- Opportunities for professional development and growth through mentorship and formal programs
- Deloitte Tax LLP is a subsidiary of Deloitte LLP and is an equal opportunity employer

SEO-friendly job title: Tax Senior, Investment Management - Private Wealth (West Region Office Locations)

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

H2 Heading: Deliver Compliance and Consulting Services to Ultra-Affluent Clients at Deloitte

Not specified.

Not specified.

Not specified.

Leadership, Strategic Thinking, Tax Knowledge, Compliance, Consulting, Tax Research, High-Level Reviews, Income Tax Returns, Client Meetings, Tax Planning Opportunities, Complex Tax Issues, AGI, DNI, Wealth Transfer Planning, Business and Investment Needs, Family Legacy, Charitable Giving, Microsoft Excel, Compliance Software, Research, Writing, Communication, Interpersonal, Organizational, Analytical.

Bachelor's Degree in Accounting, Finance or other Business-related field, Advanced Degree such as MST, MAcc, JD or LLM.

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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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