Tax Senior - Investment Mgmt - Private Wealth

Min 3 yrs required

Full-time

No

## Tax Senior - Investment Mgmt - Private Wealth

Deloitte is looking for a Tax Senior to join their Private Wealth Tax practice. The successful candidate will be a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation and will be responsible for delivering compliance and consulting services to clients while providing solutions to complex tax issues.

### 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

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.

Deloitte is looking for a Tax Senior to join their Private Wealth Tax practice. The successful candidate will have extensive first-hand knowledge across multiple areas of taxation and will be responsible for delivering compliance and consulting services to clients while providing solutions to complex tax issues.

The job is available in 30 locations across the East Coast and is open to candidates with a Bachelor's degree in accounting, finance, or other business-related field. The successful candidate will need to possess one of the following accreditations: Licensed CPA in the state of practice/primary office; Licensed attorney; Enrolled Agent; Chartered Financial Advisor (CFA); Certified Financial Planner (CFP).

The successful candidate must also be able to demonstrate strong analytical and communication skills, excellent technology (., Microsoft Excel and compliance software), research, and writing skills, as well as the ability to travel up to 25% of the time. Preferred qualifications include an advanced degree such as MST, JD, or LLM, as well as prior Big 4 experience.

The wage range for this role is $63,420 to $144,300 and the successful candidate may also be eligible to participate in a discretionary annual incentive program.

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits, including professional development opportunities, a diverse and inclusive culture, and the chance to make an impact that matters for our clients, our people, and our communities.

If you meet the qualifications for this role and would like to make an impact that matters, please apply to Deloitte's Tax Senior - Investment Mgmt - Private Wealth position today.


## Overview
Deloitte is looking to fill a Tax Senior position in their Private Wealth Tax practice. The successful candidate will have extensive first-hand knowledge across multiple areas of taxation and will be responsible for delivering compliance and consulting services to clients while providing solutions to complex tax issues. The job is available in 30 locations across the East Coast and offers a wage range of $63,420 to $144,300.

## Qualifications
In order to qualify for this role, applicants must have the following 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

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.

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, 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; 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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Qualification and Experience Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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