Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

## Tax Senior, Investment Management - Private Wealth

### Overview
Deloitte's Private Wealth Tax Services team is looking for a Tax Senior to join their team and provide tax planning services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. This position is available in 29 locations across the Central Region, and recruiting for this role ends on June 1, 2024.

### Responsibilities
As a Tax Senior in our Private Wealth Tax practice, you will be responsible for:
- Performing 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 to the client
- Traveling up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

### Qualifications
The ideal candidate for this position should have:
- 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, Licensed attorney, or Enrolled Agent
- Certifications: Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP)

Preferred qualifications include:
- 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 Range
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.

### Learn More
- Recruiting tips from Deloitte recruiters: From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.
- Benefits: At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.
- Our people and culture: 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.
- Our purpose: Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities.
- Professional development: From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship.

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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, 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, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Advanced degree such as MST, MAcc, JD, or LLM, Prior Big 4 experience, Experience reviewing partnership and/or 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

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

Visit Deloitte's website to apply for this role.

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