Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)

Salary Information: The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. A reasonable estimate of the current range is $63,420 to $126,620. This role also offers the opportunity to participate in a discretionary annual incentive program.

Job Title: Tax Senior, Private Wealth

Experience: 3+ years of 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 required. Advanced degree and prior Big 4 experience preferred.

Position Summary:

- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation for the role of Tax Senior in the Private Wealth Tax practice at Deloitte.
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns.
- Must have a strong understanding of AGI & DNI and be able to provide solutions to complex tax issues.
- This is a growing practice within Deloitte, focusing on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners.
- The role involves performing high-level reviews of tax research, preparing for and assisting in client meetings, and providing solutions to tax planning opportunities and implications of transactions to the client.

What You'll Do:

- Perform high-level reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns.
- Prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and implications of transactions to the client.
- Work with a diverse team of professionals to provide comprehensive, independent, and objective wealth transfer planning advice to clients.
- Help clients make informed, strategic decisions related to their personal financial comfort, business and investment needs, family legacy, and charitable giving.
- Learn more about Deloitte Private Wealth Tax Services.

Qualifications:

Required:

- Ability to work within a hybrid work model, co-locating in person 2-3 days per week.
- 3+ years of 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: CPA, licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP).
- Ability to travel up to 25% based on the work you do and the clients and industries/sectors you serve.

Preferred:

- 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, research, and writing skills.
- Strong communication, interpersonal, and organizational skills.
- Strong analytical and communication skills; able to articulate conclusions, planning opportunities, and risks identified through research projects.

The wage range for this role takes into account various factors, including 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.

Recruiting Tips:

- From developing a standout resume to excelling in the interview, Deloitte wants candidates to feel prepared and confident. Check out recruiting tips from Deloitte recruiters.

Benefits:

- Deloitte values its people and offers employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers its people to be who they are and contribute their unique perspectives. It enables the company to leverage different ideas and perspectives, bringing more creativity and innovation to help solve clients' most complex challenges.
- Learn more about Deloitte's inclusive culture.

Our Purpose:

- Deloitte's purpose is to make an impact that matters for its clients, its people, and its communities. The company is creating trust and confidence in a more equitable society. Purpose is synonymous with how Deloitte works every day and defines who they are.
- Learn more about Deloitte's purpose, commitments, and impact.

Professional Development:

- Deloitte offers opportunities for employees at all levels to continue to learn and grow. From on-the-job learning experiences to formal development programs, professionals have a variety of opportunities to advance their skills and careers.

Information for Applicants with a Need for Accommodation:

- Deloitte is committed to providing assistance for disabled applicants. Learn more about the accommodations available for applicants with disabilities.

Requisition Code: 182564

Deloitte Tax LLP is a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. 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, or any other legally protected basis, in accordance with applicable law.

Not specified

Comprehensive benefits package

Not specified

Leadership, Strategic Thinking, Tax Compliance, Tax Consulting, Tax Research, Tax Planning, Income Tax Returns, Financial Planning, Project Management, Communication, Organizational, Analytical, Microsoft Excel, Compliance Software, Research, Writing

Bachelor's degree in accounting, finance, or other business-related field; advanced degree preferred (MST, MAcc, JD, or LLM)

Interested candidates should apply through the company's website or contact the designated recruiter for more information.

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field; 3+ years' experience in tax planning or preparing/reviewing tax work papers and returns; Certification or eligibility for certification as a CPA, attorney, enrolled agent, CFA, or CFP; Ability to travel up to 25% for work

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