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Tax Senior - Investment Mgmt - Private Wealth

Full-time 7 views

In-House

Miami, FL, United States

Tax Senior - Investment Mgmt - Private Wealth

Attorney

Deloitte LLP

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Min 3 yrs required

Full-time

No

##Tax Senior - Investment Mgmt - Private Wealth

Deloitte's Private Wealth team is seeking a Tax Senior to join their Tax Practice. The successful candidate will have extensive first-hand knowledge across multiple areas of taxation and have the ability to deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. The Tax Senior will be expected to perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.

###Key Responsibilities

- Perform high-level reviews of tax research of 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 the tax implications of transactions to the client
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning

### Qualifications

- 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)
- Experience reviewing trust documents
- 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
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

### Preferred Qualifications

- Advanced degree such as MST, JD, or LLM
- Prior Big 4 experience

### Salary Information

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.

### About Deloitte

Deloitte is a leading professional services organization that provides audit, consulting, tax, and advisory services to many of the world’s most admired brands, including 80 percent of the Fortune 500. At Deloitte, we strive to create an inclusive and collaborative culture where everyone is empowered to make an impact that matters. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship.

We value our people and offer employees a broad range of benefits. Our 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. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments.

## Tax Senior - Investment Mgmt - Private Wealth

### Overview

Deloitte's Private Wealth team is seeking a Tax Senior to join their Tax Practice. The successful candidate will have extensive first-hand knowledge across multiple areas of taxation and have the ability to deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. This position is available in 30 locations across the East Coast.

### Job Responsibilities

- Perform high-level reviews of tax research of 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 the tax implications of transactions to the client
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning

### Qualifications

- 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

NA

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. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments.

NA

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, Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Experience reviewing trust documents, Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills, Strong communication, interpersonal, and organizational skills, Strong analytical and communication skills, Ability to travel up to 25%, on average, based on the work you do

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

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Qualification and Experience Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

Legal

Aug 06, 2024
Apr 23, 2024
Dec 11, 2023

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In-House

Attorney

USD
63420 to 144300
Annually

Min 3 yrs required

Full-time

Legal

Apr 23, 2024

Aug 06, 2024

Apr 23, 2024

Profile

##Tax Senior - Investment Mgmt - Private Wealth

Deloitte's Private Wealth team is seeking a Tax Senior to join their Tax Practice. The successful candidate will have extensive first-hand knowledge across multiple areas of taxation and have the ability to deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. The Tax Senior will be expected to perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.

###Key Responsibilities

- Perform high-level reviews of tax research of 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 the tax implications of transactions to the client
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning

### Qualifications

- 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)
- Experience reviewing trust documents
- 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
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

### Preferred Qualifications

- Advanced degree such as MST, JD, or LLM
- Prior Big 4 experience

### Salary Information

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.

### About Deloitte

Deloitte is a leading professional services organization that provides audit, consulting, tax, and advisory services to many of the world’s most admired brands, including 80 percent of the Fortune 500. At Deloitte, we strive to create an inclusive and collaborative culture where everyone is empowered to make an impact that matters. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship.

We value our people and offer employees a broad range of benefits. Our 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. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments.

## Tax Senior - Investment Mgmt - Private Wealth

### Overview

Deloitte's Private Wealth team is seeking a Tax Senior to join their Tax Practice. The successful candidate will have extensive first-hand knowledge across multiple areas of taxation and have the ability to deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. This position is available in 30 locations across the East Coast.

### Job Responsibilities

- Perform high-level reviews of tax research of 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 the tax implications of transactions to the client
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning

### Qualifications

- 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



Qualification and Experience

Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

Min Salary/Max Salary
USD 63420 to 144300 Annually

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