Tax Senior - Investment Mgmt - Private Wealth

Min 3 yrs required

Full-time

No

## Tax Senior - Investment Mgmt - Private Wealth

Deloitte is seeking a Tax Senior to join its Private Wealth practice. The Tax Senior will be responsible for performing high-level reviews of tax research, preparing and reviewing client work papers and tax returns, and assisting in client meetings.

**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)
* 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**

* Advanced degree such as MST, JD, or LLM
* Prior Big 4 experience

**Position Summary**

Deloitte is seeking a Tax Senior to join its Private Wealth practice. The Tax Senior will be responsible for performing high-level reviews of tax research, preparing and reviewing client work papers and tax returns, and assisting in client meetings. The successful candidate must have an understanding of the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners.

**Compensation**

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.

**Recruiting Tips**

From developing a stand out resume to putting your best foot forward in the interview, Deloitte wants you to feel prepared and confident as you explore opportunities. Recruiting tips from Deloitte recruiters include:

* Research the company and position before the interview
* Prepare thoughtful questions to ask the interviewer
* Demonstrate your knowledge of the company and position
* Show enthusiasm and interest in the role
* Be prepared to discuss your experience, qualifications, and skills

**Benefits**

At Deloitte, they know that great people make a great organization. They value their people and offer employees a broad range of benefits. These include:

* Health, dental, and vision insurance
* Retirement plans
* Paid time off
* Life and disability insurance
* Wellness programs

**Our People and Culture**

Deloitte’s diverse, equitable, and inclusive culture empowers their people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables them to leverage different ideas and perspectives, and bring more creativity and innovation to help solve their clients’ 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 their clients, their people, and in their communities. They are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how they work every day. It defines who they are. They are focusing their collective efforts to advance sustainability, equity, and trust that come to life through their core commitments.

**Professional Development**

At Deloitte, they believe there’s always room to learn. They offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, their professionals have a variety of opportunities to continue to grow throughout their career.

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

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Ability to perform job responsibilities within a hybrid work model, 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, 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; and able to articulate conclusions, planning opportunities, and risks identified through research projects, Ability to travel up to 25%, on average

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

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Qualification and Experience Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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