Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

SEO Friendly Job Title: Tax Senior - Private Wealth (Central Region)
H1 Heading: Join Deloitte's Growing Private Wealth Practice
H2 Headings:
- Deliver Compliance and Consulting Services to Individual Clients
- Solutions to Complex Tax Issues
- Lead and Strategize Across Multiple Areas of Taxation
- Perform High-Level Reviews of Tax Research
- Prepare and Assist in Client Meetings
- Comprehensive Wealth Transfer Planning Advice
- Objective Wealth Transfer Planning Advice
- Make Informed and Strategic Decisions
- Personal Financial Comfort, Business and Investment Needs, Family Legacy, and Charitable Giving
- Travel Up to 25%
- Advanced Degree and Big 4 Experience Preferred
- Excellent Technology, Research, Writing, Communication, Interpersonal, and Organizational Skills
- Annual Incentive Program and Broad Range of Benefits
- Diverse, Equitable, and Inclusive Culture
- Purpose of Making an Impact that Matters
- Opportunities for Professional Development

Bold Headlines:
- Are You a Leader and Strategic Thinker with Extensive Knowledge in Taxation?
- Join Deloitte's Growing Private Wealth Practice
- Perform High-Level Reviews of Tax Research
- Make Informed and Strategic Decisions
- Comprehensive Wealth Transfer Planning Advice
- Opportunities for Professional Development
- Deloitte is an Equal Opportunity Employer

Not specified.

Comprehensive benefits package offered, details not disclosed.

Not specified.

Tax planning, compliance, consulting, individual taxation, fiduciary taxation, partnership taxation, closely-held corporations taxation, estate taxation, gift taxation, AGI, DNI, hybrid work model, US Tax, CPA, attorney, enrolled agent, Chartered Financial Advisor, Certified Financial Planner, project management, scheduling, budgeting, client correspondence, billing, technology, Microsoft Excel, compliance software, research, writing, communication, interpersonal, organizational, analytical, articulation.

Bachelor's degree in accounting, finance, or other business-related field, advanced degree such as MST, MAcc, JD, or LLM.

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, Chartered Financial Advisor, Certified Financial Planner, advanced degree such as MST, MAcc, JD, or LLM.

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