Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

## Tax Senior, Investment Management - Private Wealth

Deloitte's Private Wealth Tax practice is looking for a Tax Senior to join their team. This role is available in 29 locations across the Central Region. The successful candidate will be a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation, and will excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns.

### Qualifications

The successful candidate must 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
- 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

The following are preferred qualifications for the role:

- 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

Deloitte offers recruiting tips from their recruiters to help candidates feel prepared and confident as they explore opportunities with the firm. Tips range from developing a stand out resume to putting your best foot forward in the interview.

### Benefits

Deloitte values their people and offers employees a broad range of benefits. These benefits range from on-the-job learning experiences to formal development programs to help employees continue to grow throughout their career.

### 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. 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. Deloitte is focusing their collective efforts to advance sustainability, equity, and trust that come to life through their core commitments.

## Summary

Deloitte is looking for a Tax Senior to join their Private Wealth Tax practice. The successful candidate must have experience providing tax planning services or preparing and reviewing client work papers and income tax returns, as well as a Bachelor's degree in accounting, finance, or other business-related field. The wage range for this role is between $63,420 to $126,620. Deloitte offers their employees a broad range of benefits, and their diverse, equitable, and inclusive culture empowers their people to make a difference. Their purpose is to make an impact that matters for their clients, their people, and in their communities.

- 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)

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

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, 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), Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve, 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 (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 to apply

Legal