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 Private Wealth Tax practice and perform high-level reviews of tax research, prepare for and assist in client meetings, and provide solutions to complex tax issues. This role is available in 30 locations across the East Coast.

**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:**

- Advanced degree such as MST, JD, or LLM
- Prior Big 4 experience

The wage range for this role is $63,420 to $144,300, taking 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. Employees 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.

At Deloitte, you'll be part of a diverse, equitable, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. You'll also have the opportunity to build new skills, take on leadership opportunities, and connect and grow through mentorship.

Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society and focus our collective efforts to advance sustainability, equity, and trust.

If you meet the qualifications and are interested in this role, please apply for the Tax Senior - Investment Mgmt - Private Wealth position today.

Diverse, Equitable, and Inclusive Culture, Opportunities to Build New Skills, Take on Leadership Opportunities, Connect and Grow Through Mentorship, On-the-job Learning Experiences, Formal Development Programs

Tax Planning, Microsoft Excel, Compliance Software, Research and Writing Skills, Communication, Interpersonal, and Organizational Skills, Analytical and Communication Skills

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

Visit

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

Legal