Tax Senior - Investment Mgmt - Private Wealth

Min 3 yrs required

Full-time

No

# Tax Senior – Investment Mgmt – Private Wealth

## Position Summary

Deloitte's 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. As a Tax Senior in our Private Wealth Tax practice, you 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 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.

## Qualifications

**Required:**

* 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

## Compensation

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 $144,300. You 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.

## Other Benefits of Working at Deloitte

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. This includes:

* 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
* Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship
* On-the-job learning experiences to formal development programs
* A purpose-driven environment that focuses on advancing sustainability, equity, and trust that come to life through our core commitments

At Deloitte, we understand the importance of creating an environment where our people can thrive. Learn more about our people and culture, our purpose, our commitments, and our impact.

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Ability to perform job responsibilities within a hybrid work model, 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

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, If not CPA eligible Licensed attorney, Enrolled Agent, Certifications Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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