Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

H1: Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)
H2: Join Deloitte's Private Wealth Tax Practice

Job Title: Tax Senior, Investment Management - Private Wealth
Company: Deloitte
Department: Private Wealth Tax Practice
Experience: 3+ years
Salary: $63,420 to $126,620 (depending on experience and qualifications)
Location: Multiple locations (29 locations available)

Position Summary:

- Seeking a leader and strategic thinker with extensive knowledge of multiple areas of taxation
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns
- Excited about AGI & DNI and knowledgeable about them
- Career opportunity with Deloitte's growing Private Wealth practice
- Recruiting for this role ends on June 1, 2025

What You'll Do:

- Perform high-level reviews of tax research and work papers for individual, fiduciary, partnership, closely-held corporations, estate, and gift tax returns
- Prepare for and assist in client meetings regarding tax planning opportunities and implications of transactions
- Work with a team of professionals dedicated to serving the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make informed, strategic decisions for their personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications:

Required:

- Ability to work within a hybrid work model, co-locating in person 2-3 days per week
- 3+ years of experience in tax planning 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 (or eligible to sit for the CPA) OR licensed attorney OR enrolled agent OR certified financial advisor (CFA) OR certified financial planner (CFP)
- Ability to travel up to 25% based on the work and clients served

Preferred:

- Advanced degree such as MST, MAcc, JD, or LLM
- Prior Big 4 experience
- Experience reviewing partnership and/or trust documents
- Project management experience
- Strong technology, research, writing, communication, interpersonal, and organizational skills

Salary Information:

- Wage range takes into account factors such as skill sets, experience, training, licensure, certifications, and other business and organizational needs
- Range estimate: $63,420 to $126,620
- Compensation decisions dependent on individual circumstances and may not be at the top of the range

Benefits:

- Deloitte values its people and offers a broad range of benefits
- Learn more about what working at Deloitte can mean for you

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers individuals to contribute their unique perspectives and make a difference
- Our inclusive culture enables us to leverage different ideas and perspectives, bringing more creativity and innovation to solve complex challenges
- Learn more about Deloitte's inclusive culture

Our Purpose:

- 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
- Purpose is synonymous with how we work every day at Deloitte
- Learn more about our purpose, commitments, and impact

Professional Development:

- Deloitte offers opportunities for employees to build new skills, take on leadership roles, and connect and grow through mentorship
- From on-the-job learning experiences to formal development programs, there are opportunities for growth throughout one's career

Equal Opportunity Employer:

- 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
- Learn more about Deloitte's commitment to diversity and inclusion

Requisition Code: 182564

SEO-friendly Job Title: Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)
H1: Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)
H2: Join Deloitte's Private Wealth Tax Practice

Not specified

Comprehensive benefits package

Not specified

Leadership, Strategic thinking, Taxation, Compliance, Consulting, Financial planning, Client meetings, Research, Income tax returns, Project management, Communication, Interpersonal skills, Organizational skills, Analytical skills, Writing skills, Technology proficiency

Bachelor's degree in accounting, finance, or other business-related field; Advanced degree preferred (MST, MAcc, JD, LLM)

Online through Deloitte's website

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field; Licensed CPA, attorney, enrolled agent, or certified financial advisor/planner; Advanced degree (MST, MAcc, JD, LLM) preferred

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