Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns? If so, Deloitte's Private Wealth practice is looking for someone like you to join our team.

We are currently recruiting for a Tax Senior to work in our Central Region Office Locations. This position is available in 29 different locations and offers the opportunity to work with a diverse and affluent client base.

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. They will also 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.

What You'll Do:

- Perform high-level reviews of tax research and returns for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers
- 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
- Work with a diverse and affluent client base
- Collaborate with other team members to deliver comprehensive and objective wealth transfer planning advice

The Team:

At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We 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:

Required:
- Bachelor's degree in accounting, finance, or other business-related field
- 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- 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
- 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:
- 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

Salary Information:

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 $126,620.

Benefits:

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Some of the benefits we offer include:
- Comprehensive health insurance plans
- Retirement plans with company match
- Paid time off and holidays
- Employee assistance programs
- Professional development opportunities

Our People and Culture:

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client's 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 our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments.

Professional Development:

From entry-level employees to senior leaders, we believe there's always room to learn. We 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, our professionals have a variety of opportunities to continue to grow throughout their career.

Deloitte is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Join Deloitte and make an impact that matters in your career. Apply now and become part of a dynamic and innovative team.

Not specified

Comprehensive benefits package

Not specified

Strategic thinking, Tax compliance and consulting, High-level tax reviews, Tax research, Estate planning, Wealth transfer planning, Financial advising, Project management, Communication, Organization, Analytical, Writing

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

Interested individuals can apply through the Deloitte website.

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

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