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 growing Private Wealth practice. This is a hybrid work model that requires the US Tax professional to co-locate in person 2 – 3 days per week. This role will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well 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.

##### 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.

##### Overview of Benefits at Deloitte

Deloitte values their people and offers employees a broad range of benefits. These include but are not limited to:

- Developing a stand out resume to putting your best foot forward in the interview
- Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship
- On-the-job learning experiences to formal development programs
- A diverse, equitable, and inclusive culture
- Our purpose is to make an impact that matters for our clients, our people, and in our communities
- Advancing sustainability, equity, and trust that come to life through our core commitments

Tax Senior - Investment Mgmt - Private Wealth is available in 30 locations across the US. If you have the required qualifications and are looking for an opportunity to make an impact, then we want to hear from you!

Health, Dental, Vision, Disability, Life Insurance, 401(k) Retirement Savings Plan, Paid Time Off, Parental Leave, Flexible Spending Accounts, Professional Development

Ability to perform job responsibilities within a hybrid work model, 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, Licensed attorney, Enrolled Agent, Certifications 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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