Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

## Tax Senior, Investment Management - Private Wealth

Deloitte is looking for a Tax Senior to join their Private Wealth Tax practice. This position will provide high-level reviews of tax research and tax returns for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers. The successful candidate will also assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.

### Position Summary

Deloitte’s Private Wealth Tax practice focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. The Tax Senior will 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.

### What You’ll Do

- Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
- 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
- Travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

### 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)
- 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

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. 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.

### Tax Senior, Investment Management - Private Wealth

Deloitte is looking for a Tax Senior to join their Private Wealth Tax practice. This position is available in 29 locations and recruiting for this role ends on June 1, 2024.

#### Qualifications

- 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)
- 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

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

Tax Planning Services, Tax Research, Microsoft Excel, Compliance Software, Research, Writing, Communication, Interpersonal, Organizational

Bachelor's degree in accounting, finance, or other business-related field

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Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field; Licensed CPA in state of practice/primary office if eligible to sit for the CPA; Certified Financial Planner (CFP); Chartered Financial Advisor (CFA)

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