Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

Job Title: Tax Senior - Private Wealth (Central Region Office Locations)
Experience: 3+ years in tax planning services or preparing and reviewing client work papers and income tax returns
Salary: $63,420 - $126,620
Location: Central Region Office Locations (29 locations available)

Position Summary:
- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation
- Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held business concerns
- Provide solutions to complex tax issues and have a strong understanding of AGI & DNI
- Join 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 for and assist in client meetings related to tax planning opportunities and the tax implications of transactions
- Work with a team that focuses on the specialized needs of the ultra-affluent, including multigenerational wealth, entrepreneurs, family offices, and closely-held business owners

Qualifications:
- Ability to work in a hybrid model, co-locating in person 2-3 days per week
- Bachelor's degree in accounting, finance, or other business-related field
- One of the following accreditations: CPA, licensed attorney, enrolled agent, CFA, or CFP
- Ability to travel up to 25% for work

Preferred Qualifications:
- Advanced degree (MST, MAcc, JD, or LLM)
- Prior Big 4 experience
- Experience reviewing partnership and/or trust documents
- Strong technology, research, writing, communication, and interpersonal skills

Benefits:
- Deloitte values its people and offers a broad range of benefits
- Inclusive culture that empowers employees to be themselves and make a difference
- Opportunities for professional development and growth through mentorship and formal programs

Professional Development:
- Deloitte believes in continuous learning and offers various opportunities for employees at all levels to develop new skills and take on leadership roles
- From on-the-job learning to formal development programs, there are many ways to grow at Deloitte

Deloitte's Purpose:
- Make an impact that matters for clients, people, and communities
- Focus on sustainability, equity, and trust in all aspects of work
- Inclusive culture that values diversity and promotes creativity and innovation

Equal Opportunity Employer:
- Deloitte is an equal opportunity employer and values diversity and inclusivity in its workforce
- 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
- Applicants with disabilities may request accommodation during the application process through Deloitte's website

Recruiting Tips:
- From resume building to interview preparation, Deloitte wants candidates to feel confident and prepared
- Check out Deloitte's recruiting tips for guidance on how to stand out in the application process.

Not specified.

Comprehensive benefits package.

Not specified.

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Tax Research, Tax Returns, Client Meetings, Tax Planning, AGI, DNI, Wealth Transfer Planning, Financial Planning, Charitable Giving, Technology, Microsoft Excel, Research, Writing, Communication, Interpersonal, Organizational, Analytical, Articulation, Project Management, Scheduling, Budgeting, Client Correspondence, Billing.

Bachelor's degree in accounting, finance, or other business-related field. Advanced degree such as MST, MAcc, JD, or LLM preferred.

Visit the Deloitte careers website and submit an application.

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field. Licensed CPA, licensed attorney, enrolled agent, or certified financial advisor/planner preferred. Advanced degree such as MST, MAcc, JD, or LLM also preferred.

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