Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

# Tax Senior, Investment Management - Private Wealth

Deloitte’s Private Wealth Tax team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.

## Job Summary

The Tax Senior, Investment Management - Private Wealth will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well as prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. This role is available in 29 locations across the Central Region.

## 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)
* 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, MAcc, JD, or LLM
* Prior Big 4 experience
* Experience reviewing partnership and/or trust documents
* Experience managing projects including scheduling, budgeting, client correspondence, and billing
* 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

## 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 $126,620. 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

From developing a stand out resume to putting your best foot forward in the interview, Deloitte recruiters want you to feel prepared and confident as you explore opportunities. Check out the following tips to help you in the recruiting process:

* Keep your resume up to date and tailored to the job you are applying for.
* Research the company and the role you are applying for.
* Be prepared for interview questions and practice answers ahead of time.
* Ask questions in the interview and show your interest in the role.
* Follow up with a thank you note or email after the interview.

## Benefits

At Deloitte, great people make a great organization. We value our people and offer employees a broad range of benefits including:

* Diverse, equitable, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference both individually and collectively.
* Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship.
* On-the-job learning experiences and formal development programs to help professionals continue to grow throughout their career.

## Our People and Culture

At Deloitte, our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work.

## Our Purpose

Deloitte’s purpose is to make 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 core commitments focus on sustainability, equity, and trust that come to life through our purpose.

Recruiting for the Tax Senior, Investment Management - Private Wealth role ends on June 1, 2024. 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

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Broad range of benefits, mentorship, professional development, on-the-job learning experiences, formal development programs

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Tax planning services, preparing and reviewing client work papers and income tax returns, reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, preparing for and assisting in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.

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

Apply on the Deloitte website

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field; 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)

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