Tax Senior - Investment Mgmt - Private Wealth

Min 3 yrs required

Full-time

No

Salary Information:
- The wage range for this role is currently estimated to be between $63,420 to $144,300.
- Eligibility for a discretionary annual incentive program may also be available, depending on individual and organizational performance.

Job Title:
- Tax Senior - Investment Mgmt - Private Wealth (East Coast city locations)

Experience Information:
- 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns.
- Prior Big 4 experience is preferred.

Position Summary:
- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation.
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns.
- Must have a strong understanding of AGI and DNI.
- Career opportunities available in Deloitte's growing Private Wealth practice.

What You'll Do:
- Perform high-level reviews of tax research and work papers for individual, fiduciary, partnership, closely-held corporations, estate, and gift tax returns.
- Prepare and assist in client meetings regarding tax planning opportunities and the tax implications of transactions.
- Work with a team that focuses on the specialized needs of ultra-affluent clients, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners.

Qualifications:
- Must have a Bachelor's degree in accounting, finance, or other business-related field.
- Ability to work in a hybrid work model, with in-person co-location required 2-3 days per week.
- Experience reviewing trust documents is required.
- Excellent technology, research, and writing skills are necessary.
- Must be able to travel up to 25% based on the work and clients served.
- Active accreditations such as CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP are preferred.

Benefits:
- Deloitte offers a broad range of benefits to its employees.
- Our diverse, equitable, and inclusive culture empowers individuals to contribute their unique perspectives and make an impact.
- We are committed to sustainability, equity, and trust in our work and communities.
- We offer opportunities for professional development and growth through mentorship and formal programs.

Professional Development:
- From entry-level employees to senior leaders, we believe in continuous learning and growth.
- Opportunities for building new skills, taking on leadership roles, and mentorship are available.
- Deloitte's purpose is to make an impact that matters for our clients, people, and communities.

About Deloitte:
- Deloitte Tax LLP is a subsidiary of Deloitte LLP.
- Our purpose is to create trust and confidence in a more equitable society.
- We are committed to advancing sustainability, equity, and trust through our core commitments.

Recruiting Tips:
- Deloitte recruiters offer advice on developing a standout resume and preparing for interviews.
- We value our people and want them to feel prepared and confident in exploring opportunities at Deloitte.

Requisition Code:
- 182530

Equal Employment Opportunity:
- 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.
- At Deloitte, we are committed to creating an inclusive culture where everyone can contribute their unique perspectives and make a difference.

Not specified

Comprehensive, independent, and objective wealth transfer planning advice, opportunities for professional development and mentorship, inclusive culture, annual incentive program, wide range of benefits

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, Client Meetings, Tax Planning, Transaction Tax Implications, Technology, Microsoft Excel, Compliance Software, Research, Writing, Travel, Active Accreditations, CPA, Attorney, Enrolled Agent, Chartered Financial Advisor, Certified Financial Planner, Communication, Interpersonal, Organizational, Analytical, Articulation, Wage Range, Geographic Differential, Annual Incentive Program, Recruiting, Resume Development, Interviewing, Benefits, Inclusive Culture, Purpose, Professional Development, Mentorship

Bachelor's degree in accounting, finance, or other business-related field, advanced degree (preferred)

Interested candidates should apply through the Deloitte website using the provided requisition code.

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, 3+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns, experience reviewing trust documents, strong technology, research, and writing skills, ability to travel up to 25%, active accreditation (CPA, attorney, enrolled agent, CFA, CFP)

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