Tax Senior - Investment Mgmt - Private Wealth

Min 3 yrs required

Full-time

No

Summary
Deloitte is looking for a Tax Senior to join its Private Wealth Tax practice. The Tax Senior 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 as assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. The ideal candidate should have a bachelor's degree in accounting, finance, or other business-related field and 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns.

Job Title: Tax Senior - Investment Mgmt - Private Wealth

Locations: East Coast city locations (30 locations available)

Salary Range: $63,420 to $144,300

Responsibilities

- Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
- 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
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning

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, 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

About Deloitte
Deloitte is a leading professional services firm with a focus on providing audit, tax, consulting, and financial advisory services. Deloitte’s Private Wealth Tax team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. Deloitte’s commitment to creating a diverse, equitable, and inclusive culture empowers its people to be themselves, contribute their unique perspectives, and make a difference individually and collectively.

At Deloitte, professionals have a variety of opportunities to continue to grow throughout their career, from on-the-job learning experiences to formal development programs. 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, or any other legally protected basis, in accordance with applicable law.

Job Title: Tax Senior - Investment Mgmt - Private Wealth

Location: East Coast city locations (30 locations available)

Salary Range: $63,420 to $144,300

Overview
Deloitte is seeking a Tax Senior to join its Private Wealth Tax practice. The Tax Senior will be responsible for performing high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, and assisting in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. The Tax Senior will also provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.

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, 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

Health Insurance, Retirement Plan, Paid Time Off

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, 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), 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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