Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

SEO Friendly Job Title: Tax Senior, Investment Management - Private Wealth (Central Region)

H1: Join Deloitte's Growing Private Wealth Practice as a Tax Senior

H2: Deliver Compliance and Consulting Services to Ultra-Affluent Clients

Bold Headlines:

- Join a Growing Practice: Tax Senior, Investment Management - Private Wealth (Central Region)
- Exciting Career Opportunity: Delivering Compliance and Consulting Services to Ultra-Affluent Clients
- Be Part of a Leading Team: Deloitte Private Wealth Tax Services
- Make an Impact: Advance Sustainability, Equity, and Trust with Deloitte's Purpose and Commitments
- Professional Development: Opportunities to Build Skills, Take on Leadership Roles, and Connect with Mentors

Summary:

Deloitte is seeking a Tax Senior to join their Private Wealth Tax practice. This role involves delivering compliance and consulting services to ultra-affluent clients, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. The ideal candidate will have a strong knowledge of multiple areas of taxation and be able to provide solutions to complex tax issues. This role is available in 29 locations and recruiting for it ends on June 1, 2025.

Responsibilities:

- 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 on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions
- Co-locate in person 2-3 days per week as part of a hybrid work model
- Travel up to 25% based on the work and clients served
- Possess a
- Hold a licensed CPA or other relevant accreditation, or be willing and able to obtain one
- Have 3+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- Possess strong communication, interpersonal, and organizational skills
- Demonstrate proficiency in technology, research, and writing skills

Qualifications:

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- Licensed CPA or other relevant accreditation, or willingness and ability to obtain one
- 3+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- Ability to travel up to 25% based on work and clients served
- Strong communication, interpersonal, and organizational skills
- Proficiency in technology, research, and writing skills

Preferred Qualifications:

- 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 analytical and communication skills; able to articulate conclusions, planning opportunities, and risks identified through research projects

Salary Range: $63,420 to $126,620 (may vary depending on factors such as skill sets, experience, and location)

Benefits:

Deloitte offers a broad range of benefits to its employees, including a discretionary annual incentive program, professional development opportunities, and a diverse, equitable, and inclusive culture. Learn more about the benefits of working at Deloitte.

Deloitte's Purpose and Impact:

Deloitte's purpose is to make an impact that matters for their clients, people, and communities. They are committed to creating trust and confidence in a more equitable society and focus on sustainability, equity, and trust in their work. Learn more about Deloitte's purpose and impact.

Professional Development:

Deloitte believes in continuous learning and offers opportunities for employees to build new skills, take on leadership roles, and connect with mentors. They offer a variety of programs and experiences to support professional growth and development.

Deloitte Culture:

Deloitte's diverse, equitable, and inclusive culture empowers their employees to be themselves and bring their unique perspectives to the table. They value different ideas and perspectives and encourage creativity and innovation to solve complex challenges. Join Deloitte's inclusive culture and make an impact.

Not specified

Comprehensive benefits package offered

Not specified

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Financial Planning, Research, Communication, Interpersonal, Organizational, Analytical, Writing, Microsoft Excel, Project Management, Budgeting, Client Correspondence, Billing

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

Interested candidates should apply through the company website

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

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