Tax Senior - Investment Mgmt - Private Wealth

Min 3 yrs required

Full-time

No

## Tax Senior - Investment Mgmt - Private Wealth

Deloitte is seeking an experienced tax professional to join its Private Wealth team as a Tax Senior. This role will provide tax planning services to individual clients, trusts, estates, family offices, investment vehicles, and closely-held business concerns. The successful candidate will possess a solid understanding of AGI & DNI and will excel in delivering compliance and consulting services to its clients.

### Job Responsibilities

As a Tax Senior, the successful candidate 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
* Preparing for and assisting in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client
* Supporting the Private Wealth team in providing comprehensive, independent, and objective wealth transfer planning advice
* Helping clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving

### Qualifications

The successful candidate for this position will possess the following 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
* 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 qualifications include an advanced degree such as MST, JD, or LLM, and prior Big 4 experience.

### Salary

The disclosed wage range for this role takes into account the wide range of factors that are considered in making compensation decisions. The wage range for this role is from $63,420 to $144,300. Employees may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program.

### Recruiting Tips

Deloitte offers recruiting tips from its recruiters to help applicants make a great impression. From developing a stand-out resume to putting your best foot forward in the interview, the company wants applicants to feel prepared and confident.

### Benefits

Deloitte offers a broad range of benefits to its employees. These include health insurance, retirement plans, paid time off, and more. The company also provides professional development opportunities to its employees, from on-the-job learning experiences to formal development programs.

### Our People and Culture

Deloitte’s diverse, equitable, and inclusive culture empowers its people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. The company focuses its collective efforts to advance sustainability, equity, and trust that come to life through its core commitments.

### Our Purpose

Deloitte’s purpose is to make an impact that matters for its clients, its people, and in its communities. The company is creating trust and confidence in a more equitable society and is focused on its core commitments to achieve this.

Deloitte is looking for an experienced tax professional to join its Private Wealth team as a Tax Senior. This role will provide tax planning services to individual clients, trusts, estates, family offices, investment vehicles, and closely-held business concerns. The successful candidate will possess a solid understanding of AGI & DNI and will excel in delivering compliance and consulting services to its clients.

#### Qualifications

The successful candidate for this position will possess the following 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
* Chartered Financial Advisor (CFA)
* Certified Financial Planner (CFP)
* Experience reviewing trust documents
* Excellent technology (., Microsoft

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Health care, Retirement, Paid time off, Professional development

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Ability to perform job responsibilities within a hybrid work model; 3+ years’ experience providing tax planning services; Bachelor's degree in accounting, finance, or other business-related field; Licensed CPA, attorney, Enrolled Agent, CFA, or CFP; Experience reviewing trust documents; Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills; Strong communication, interpersonal, and organizational skills; Strong analytical and communication skills; Ability to travel up to 25%

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

Visit and search for the job code 165158

Qualification and Experience Licensed CPA, attorney, Enrolled Agent, CFA, or CFP

Legal