Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

# Tax Senior, Investment Management - Private Wealth

Deloitte is looking for a Tax Senior to join its Private Wealth Tax practice. This position is available in 15 locations across the West Region. The successful candidate will be 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, 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)
* 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, 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 (., 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

## Compensation

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 seeking a Tax Senior to join the Private Wealth Tax practice. This role is available in 15 locations across the West Region. The successful candidate will provide compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, 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)
* 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, 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 (., 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

## Compensation

Deloitte offers competitive wages for this role, taking into account factors such as skill sets, experience and training, licensure and certifications, and other business and organizational needs. The reasonable estimate of the current range is $63,420 to $144,300. Eligible employees may also 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 its Private Wealth Tax practice. This position is available in 15 locations across the West Region and is an excellent opportunity for a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation.

## Job Responsibilities

The Tax Senior will be responsible for:

* Performing high-level reviews of tax research of

Not Specified

Check out recruiting tips from Deloitte recruiters, Diverse, equitable, and inclusive culture, Purpose is to make an impact that matters for our clients, people, and communities, Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship

Not Specified

Ability to perform job responsibilities within a hybrid work model, 3+ years’ experience providing tax planning services, 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), Advanced degree such as MST, MAcc, JD, or LLM, Prior Big 4 experience, Experience reviewing partnership and/or trust documents, Experience managing projects, Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills, Strong communication, interpersonal, and organizational skills, Strong analytical and communication skills

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

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