Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

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

Summary:

- Deloitte is currently seeking a Tax Senior for their Private Wealth practice, with a focus on the specialized needs of ultra-affluent clients.
- The role involves delivering compliance and consulting services to individual clients, trusts, estates, family offices, investment vehicles, and closely-held businesses, while providing solutions to complex tax issues.
- The position requires extensive knowledge across multiple areas of taxation, with a strong understanding of AGI and DNI.
- The company is looking for a leader and strategic thinker with at least 3 years of experience in tax planning services or preparing and reviewing client work papers and income tax returns.
- A bachelor's degree in accounting, finance, or a related field is required, along with one of the following accreditations: CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP.
- The role may require up to 25% travel, depending on the work and clients served.
- Preferred qualifications include an advanced degree, prior Big 4 experience, and experience reviewing partnership and/or trust documents.
- The company values diversity, equity, and inclusion, and offers a range of benefits to its employees.
- Deloitte's purpose is to make an impact that matters for clients, people, and communities, and the company is committed to sustainability, equity, and trust.
- Professional development opportunities are available for all employees, from entry-level to senior leaders.

Position Responsibilities:

- Perform high-level reviews of tax research and work papers for individual, fiduciary, partnership, closely-held corporation, 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.
- Manage projects, including scheduling, budgeting, client correspondence, and billing.
- Use Microsoft Excel and compliance software for research and writing.
- Communicate effectively and articulate conclusions, planning opportunities, and risks identified through research.

Qualifications:

- Bachelor's degree in accounting, finance, or related field.
- 3+ years of experience in tax planning services or preparing and reviewing client work papers and income tax returns.
- CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP.
- Ability to travel up to 25%, depending on the work and clients served.
- Advanced degree preferred.
- Prior Big 4 experience preferred.
- Experience reviewing partnership and/or trust documents preferred.
- Strong technology, research, and writing skills.
- Excellent communication, interpersonal, and organizational skills.
- Strong analytical skills and ability to articulate conclusions and planning opportunities.

Salary Information:

- The disclosed range estimate for this role is $63,420 to $126,620, taking into account factors such as skill sets, experience, training, licensure and certifications, and other business needs.
- Compensation decisions are dependent on individual circumstances, and it is not typical for an individual to be hired at or near the top of the range for their role.

Benefits:

- Deloitte offers a broad range of benefits to its employees.
- Employees may also be eligible for a discretionary annual incentive program, subject to program rules and performance factors.

Company Culture and Purpose:

- Deloitte values diversity, equity, and inclusion, and empowers its people to contribute their unique perspectives and make a difference.
- The company is committed to creating trust and confidence in a more equitable society and focuses on sustainability, equity, and trust in its core commitments.
- Deloitte's purpose is to make an impact that matters for clients, people, and communities.
- The company offers professional development opportunities for all employees, from entry-level to senior leaders.

Recruiting Tips:

- Deloitte provides recruiting tips for applicants, from developing a standout resume to preparing for interviews.

Recruiting Information:

- Applications for this role close on June 1, 2025.
- The role is available in 29 locations.
- As used in this posting, "Deloitte" refers to Deloitte Tax LLP, a subsidiary of Deloitte LLP.
- For a detailed description of the legal structure of Deloitte LLP and its subsidiaries, please visit .
- Certain services may not be available to attest clients under the rules and regulations of public accounting.
- Deloitte is an equal opportunity employer and values diversity, equity, and inclusion.
- 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, in accordance with applicable law.
- Requisition code: 182564

Not specified

Comprehensive benefits package including medical, dental, vision, retirement, and more.

Not specified

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Trusts, Estates, Family Offices, Investment Vehicles, Charitable Pursuits, Closely-Held Business Concerns, Tax Issues, AGI, DNI, Tax Research, Tax Returns, Tax Planning, Transactions, Hybrid Work Model, US Tax Professionals, Co-Location, Accounting, Finance, Business-Related Field, CPA, Attorney, Enrolled Agent, Chartered Financial Advisor, Certified Financial Planner, Travel, Advanced Degree, MST, MAcc, JD, LLM, Big 4 Experience, Partnership Documents, Project Management, Scheduling, Budgeting, Client Correspondence, Billing, Technology, Microsoft Excel, Compliance Software, Research, Writing, Communication, Interpersonal, Organizational, Analytical.

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

Interested candidates should submit their resume and cover letter to the designated contact person listed below.

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field. Licensed CPA, attorney, or enrolled agent. Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) certification. 3+ years of experience providing tax planning services or preparing and reviewing tax work papers and returns. Ability to travel up to 25% on average.

Legal