Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

Deloitte is seeking a skilled and experienced Tax Senior to join our Private Wealth Tax practice. This position is available in 29 locations across the Central Region, providing a unique opportunity for individuals with a strong tax background to work with a diverse and affluent clientele. The ideal candidate will have a strong understanding of various areas of taxation and be able to provide strategic solutions to complex tax issues for individual clients, trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. This role requires a leader who is able to deliver compliance and consulting services while also staying up-to-date on the latest tax laws and regulations. If you have a passion for tax planning and are excited about AGI & DNI, we want to talk to you!

Position: Tax Senior, Investment Management - Private Wealth
Location: 29 locations across the Central Region
Employment Type: Full-time
Experience: 3+ years providing tax planning services or preparing and reviewing client work papers and income tax returns
Education: Bachelor's degree in accounting, finance, or other business-related field
Travel: Up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Recruiting for this role ends on June 1, 2025.

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
- Stay up-to-date on the latest tax laws and regulations to provide strategic solutions to complex tax issues for individual clients, trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns

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, licensed attorney, enrolled agent, or certifications such as Chartered Financial Advisor (CFA) or 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

Salary:
- The wage range for this role takes into account a wide range of 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
- A reasonable estimate of the current range is $63,420 to $126,620

Benefits:
- Deloitte values its people and offers a broad range of benefits
- Eligible for participation in a discretionary annual incentive program, subject to the rules governing the program
- Comprehensive, independent, and objective wealth transfer planning advice
- Opportunities for professional development, including on-the-job learning experiences and formal development programs
- Inclusive culture that empowers individuals to contribute their unique perspectives and make a difference

Deloitte's Purpose:
- Make an impact that matters for our clients, our people, and in our communities
- Creating trust and confidence in a more equitable society
- Focusing collective efforts to advance sustainability, equity, and trust
- Inclusive culture that leverages different ideas and perspectives to bring more creativity and innovation to solve complex challenges

Professional Development:
- Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
- From on-the-job learning experiences to formal development programs, there are a variety of opportunities for growth throughout your career

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, or any other legally protected basis, in accordance with applicable law.

To learn more about Deloitte's inclusive culture and accommodations for applicants with disabilities, please visit the provided link.

Recruiting Tips:
- Deloitte wants you to feel prepared and confident as you explore opportunities with the company
- Check out recruiting tips from Deloitte recruiters to develop a stand out resume and put your best foot forward in the interview process

Requisition Code: 182564

SEO-friendly job title: Tax Senior - Private Wealth (Central Region)
H1: Join Deloitte's Private Wealth Tax Team
H2: Deliver Compliance and Consulting Services to Ultra-Affluent Clients

Bullet Points:
- Seeking a skilled and experienced Tax Senior to join Deloitte's Private Wealth Tax practice
- Position available in 29 locations across the Central Region
- Full-time employment with a competitive salary and benefits package
- 3+ years of experience in tax

Not specified

Comprehensive benefits package

Not specified

Leadership, Strategic thinking, Taxation, Compliance, Consulting, Tax Research, Tax Planning, Estate Planning, Wealth Transfer Planning, Financial Planning, Project Management, Microsoft Excel, Communication, Interpersonal, Organizational, Analytical, Writing

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

Interested candidates should apply through the Deloitte website.

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, CPA, Attorney, Enrolled Agent, CFA, CFP, MST, MAcc, JD, or LLM

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