Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

SEO Friendly Job Title: Tax Senior, Private Wealth - Investment Management (Central Region)

H1: Join Deloitte's Growing Private Wealth Practice as a Tax Senior
H2: Deliver Compliance and Consulting Services to High Net Worth Clients

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Bullet Points:

- Position: Tax Senior, Private Wealth - Investment Management
- Location: 29 locations available
- Company: Deloitte Tax LLP
- Department: Private Wealth
- Experience: 3+ years in tax planning or preparing/reviewing tax returns
- Education: Bachelor's degree in accounting, finance, or business-related field
- Certifications: CPA, attorney, enrolled agent, CFA, CFP
- Ability to travel up to 25%
- Skills: Technology (Excel, compliance software), research, writing, communication, interpersonal, organizational, analytical
- Compensation: Range of $63,420 to $126,620
- Benefits: Wide range of benefits offered
- Inclusive Culture: Diversity, equity, and inclusion are valued
- Purpose: Make an impact that matters for clients, people, and communities
- Professional Development: Opportunities for learning, growth, and mentorship
- Legal Structure: Deloitte Tax LLP, a subsidiary of Deloitte LLP

Summary:

The Tax Senior position in Deloitte's Private Wealth practice offers a unique opportunity for strategic thinkers with extensive knowledge in multiple areas of taxation. This role involves delivering compliance and consulting services to high net worth individuals, trusts, estates, family offices, investment vehicles, and closely-held businesses. As a Tax Senior, you will also have the chance to provide solutions to complex tax issues and assist in client meetings related to tax planning and implications of transactions.

Joining Deloitte's Private Wealth team means focusing on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, and family offices. This role requires the ability to work within a hybrid model, with 2-3 days per week in person. The ideal candidate will have at least 3 years of experience in tax planning or preparing/reviewing tax returns, a bachelor's degree in accounting, finance, or a related field, and one of the following accreditations: CPA, attorney, enrolled agent, CFA, CFP. The ability to travel up to 25% is also necessary for this position.

Deloitte values its people and offers a wide range of benefits to employees. The company also has a diverse, equitable, and inclusive culture that empowers individuals to be their authentic selves and contribute their unique perspectives. Deloitte's purpose is to make an impact that matters for clients, people, and communities, and the company is committed to sustainability, equity, and trust in all aspects of its work.

Professional development is a key focus at Deloitte, with opportunities for learning, growth, and mentorship for all employees. The company also has a strong legal structure, with Deloitte Tax LLP as a subsidiary of Deloitte LLP. 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.

In summary, the Tax Senior position in Deloitte's Private Wealth practice offers a dynamic and rewarding opportunity for experienced tax professionals to make an impact, advance their careers, and join a leading firm with a strong commitment to diversity, equity, and inclusion.

Not specified

Comprehensive benefits package

Not specified

Compliance, Consulting, Tax Planning, Tax Research, Income Tax Returns, Financial Planning, Project Management, Communication, Interpersonal, Organizational, Analytical, Writing

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

Interested candidates should submit their resume through the Deloitte career website.

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

Legal