Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

Summary:

Deloitte is seeking a Tax Senior for their Private Wealth practice in the Central Region Office Locations. The ideal candidate will have extensive knowledge in multiple areas of taxation and be able to provide compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held business concerns. The role requires the ability to perform job responsibilities within a hybrid work model, with the expectation of co-locating in person 2-3 days per week. The position also offers the opportunity to travel up to 25% based on the work and clients served. The salary range for this role is $63,420 to $126,620, with the potential for participation in a discretionary annual incentive program. Deloitte values diversity, equity, and inclusion and offers a range of benefits to their employees. The company's purpose is to make an impact that matters for their clients, people, and communities, and they are committed to advancing sustainability, equity, and trust. Professional development opportunities are also available, with a variety of options for employees to continue to grow throughout their career.

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

Experience: 3+ years

Salary: $63,420 to $126,620

Locations: 29 locations available

Department: Private Wealth Tax

H1: Join Deloitte's Private Wealth Tax Practice

H2: Tax Senior - Private Wealth (Central Region Office Locations)

Responsibilities:

- 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 related to compliance and consulting projects
- Provide solutions to complex tax issues
- Co-locate in person 2-3 days per week
- Travel up to 25% based on work and clients served

Qualifications:

Required:
- 3+ years' experience in tax planning services or preparing and reviewing tax work papers and returns
- Bachelor's degree in accounting, finance, or related field
- Licensed CPA, attorney, enrolled agent, or certifications such as CFA or CFP
- Ability to travel up to 25%

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:

- Salary range: $63,420 to $126,620
- Potential for participation in a discretionary annual incentive program

Benefits:

- Comprehensive range of benefits
- Inclusive culture that values diversity, equity, and inclusion
- Opportunities for professional development and growth
- Commitment to advancing sustainability, equity, and trust
- Mentorship opportunities

Professional Development:

- Opportunities for employees at all levels
- On-the-job learning experiences
- Formal development programs

Company Information:

- Deloitte Tax LLP
- Subsidiary of Deloitte LLP
- Legal structure described on
- Commitment to diversity, equity, and inclusion
- Purpose to make an impact that matters for clients, people, and communities
- Commitment to advancing sustainability, equity, and trust
- Requisition code: 182564

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.

Not specified

Not specified

Not specified

Tax planning, compliance, consulting, research, income tax returns, project management, communication, technology proficiency, analytical thinking

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

information for applicants with a need for accommodation:



btstax
recruiting tips

from developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at deloitte

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, CPA, attorney, Enrolled Agent, CFA, CFP

Legal