Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

## Tax Senior, Investment Management - Private Wealth

Deloitte Tax LLP is looking for a Tax Senior to join their Private Wealth practice. This position is available in 15 locations across the West Region and offers a competitive wage range. The Tax Senior will be responsible for providing tax planning services and preparing and reviewing client work papers and income tax returns.

### 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.

### Recruiting Tips

From developing a stand out resume to putting your best foot forward in the interview, Deloitte wants you to feel prepared and confident as you explore opportunities with them. Here are some recruiting tips from Deloitte recruiters:

- Make sure your resume stands out by highlighting your achievements and experiences.
- Prepare for the interview by researching the company and the role.
- Practice answering common interview questions.
- Come to the interview prepared to ask questions.
- Follow up with a thank you note after the interview.

### Benefits

At Deloitte, they know that great people make a great organization. They value their people and offer employees a broad range of benefits. These include:

- Competitive pay
- Flexible work arrangements
- Comprehensive medical, dental, vision, and life insurance
- Paid maternity and paternity leave
- Retirement savings plans
- Paid time off, vacation, and holidays
- Professional development opportunities
- Work-life balance support

### Our People and Culture

Deloitte's diverse, equitable, and inclusive culture empowers their people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables them to leverage different ideas and perspectives, and bring more creativity and innovation to help solve their client most complex challenges. This makes Deloitte one of the most rewarding places to work.

### Our Purpose

Deloitte's purpose is to make an impact that matters for their clients, their people, and in their communities. They are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how they work every day. It defines who they are. They are focusing their collective efforts to advance sustainability, equity, and trust that come to life through their core commitments.

### Professional Development

From entry-level employees to senior leaders, Deloitte believes there’s always room to learn. They offer 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, their professionals have a variety of opportunities to continue to grow throughout their career.

Diverse, equitable, and inclusive culture, Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship, On-the-job learning experiences, Formal development programs

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, 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, Microsoft Excel and compliance software, research, and writing skills, Strong communication, interpersonal, and organizational skills, Strong analytical and communication skills, Ability to travel up to 25%

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

Visit and search for job Requisition code 165160

Qualification and Experience Licensed CPA in state of practice/primary office if eligible to sit for the CPA, If not CPA eligible Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Advanced degree such as MST, MAcc, JD, or LLM

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