Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

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

H1: Join Deloitte's Growing Private Wealth Practice as a Tax Senior!

H2: Deliver Compliance and Consulting Services to High Net Worth Clients

Deloitte's Private Wealth Tax practice is seeking a Tax Senior to join their team. This role offers the opportunity to work with ultra-affluent clients, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. As a Tax Senior, you will have the chance to 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.

Responsibilities:
- Perform high-level reviews of tax research and tax 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
- Work with a team of tax professionals to deliver exceptional service to clients
- Travel up to 25% on average, based on the work you do and the clients and industries/sectors you serve

Qualifications:
- 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, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or 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 Qualifications:
- 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 is $63,420 to $126,620, taking into account factors such as skill sets, experience and training, licensure and certifications, and other business and organizational needs. Bonuses and incentives may also be available, subject to the rules governing the program and individual and organizational performance.

Benefits: At Deloitte, we value our people and offer employees a broad range of benefits. These include professional development opportunities, a diverse and inclusive culture, and a purpose-driven work environment. Learn more about what working at Deloitte can mean for you.

Our People and Culture: At Deloitte, our diverse, equitable, and inclusive culture empowers our people to be who they are and contribute their unique perspectives. This enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. Learn more about our inclusive culture at Deloitte.

Our Purpose: Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. We are committed to creating trust and confidence in a more equitable society. Our purpose drives everything we do and defines who we are as a company. Learn more about Deloitte's purpose, commitments, and impact.

Professional Development: At Deloitte, we believe that there's always room to learn. We offer 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, we provide a variety of opportunities for professional growth throughout your career.

Deloitte is an equal opportunity employer and 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.

Deloitte is a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

Requisition code: 182564

Not specified

Comprehensive benefits package

Not specified

Leadership, Strategic Thinking, Tax Compliance, Consulting, Tax Research, Income Tax Returns, Tax Planning, Client Meetings, Estate Planning, Wealth Transfer Planning, Financial Planning, Project Management, Technology, Communication, Analytical Skills, Organizational Skills, Mentoring, Professional Development

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

Visit the Deloitte website and submit an application.

Qualification and Experience Licensed CPA, Attorney, Enrolled Agent, Chartered Financial Advisor, Certified Financial Planner, Advanced Degree in Accounting, Finance, or Law, Prior Big 4 Experience, Strong Technology Skills, Excellent Communication Skills, Strong Analytical Skills, Strong Organizational Skills, Strong Interpersonal Skills, Ability to Travel

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