Tax Senior - Investment Mgmt - Private Wealth

Min 3 yrs required

Full-time

No

## Tax Senior - Investment Mgmt - Private Wealth

Deloitte's Private Wealth Tax practice is seeking a Tax Senior to join their team and provide comprehensive, independent, and objective wealth transfer planning advice to their ultra-affluent clients. This position is available in 30 locations across the East Coast.

### Responsibilities

The Tax Senior 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.
- Assisting in the development of tax strategies that best meet the client’s needs.
- Keeping up to date with changes in the tax regulations and laws.

### Qualifications

- 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, enrolled agent, Chartered Financial Advisor (CFA), or 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.
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.

Preferred qualifications include an advanced degree such as MST, JD, or LLM and prior Big 4 experience.

### 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 $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.

### Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits, including a diverse, equitable, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. Our people also have access to professional development opportunities, mentorship, and the ability to build new skills and take on leadership opportunities.

Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. Our core commitments focus on advancing sustainability, equity, and trust that come to life through our work.

## Conclusion

Deloitte is looking for a Tax Senior to join their Private Wealth Tax practice and provide comprehensive, independent, and objective wealth transfer planning advice to their ultra-affluent clients. The Tax Senior 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, as well as 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. The wage range for this role is $63,420 to $144,300 and there is the potential to participate in a discretionary annual incentive program. Deloitte offers their people a broad range of benefits, professional development opportunities, and the ability to be part of a purpose-driven organization focused on creating trust and confidence in a more equitable society.

Health Insurance, Retirement Benefits, Paid Time Off, Life Insurance, Professional Development

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, Licensed attorney, Enrolled Agent, Certifications Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), 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, based on the work you do and the clients and industries/sectors you serve

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

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