Search using our robust engine. Get the recommendations you need to get ahead.
Browse through our expansive list of legal practice areas.
Work where you are or where you would like to be. Find where you will work with LawCrossing.
Use our marketplace to feature your opportunity
Start your search today
Set up your account and manage your company profile on LawCrossing
Look through and compare company profiles
Learn from the legal expert
Discover salaries and the scope of your next job
LawCrossing Works Read Testimonials and Share your Story
Your Brain and Your Career
In-House
Washington, DC, United States
Tax Senior - Investment Mgmt - Private Wealth
Attorney
Company Review
Min 3 yrs required
Full-time
No
## Tax Senior - Investment Mgmt - Private Wealth Deloitte’s Private Wealth practice is looking for a Tax Senior to join their team. The successful candidate will have extensive knowledge in multiple areas of taxation, and be able to deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. ### Job Summary 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 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. ### The Team At Deloitte Tax LLP, our 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. We 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. ### 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) * 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 * 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. 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. ## 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. These include: * A diverse, equitable, and inclusive culture that empowers employees 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. * A purpose-driven organization that focuses on advancing sustainability, equity, and trust that come to life through our core commitments. * Professional development opportunities to continue to grow throughout their career. * Participation 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. Deloitte is committed to creating an environment of trust and confidence in a more equitable society. 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.
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; At Deloitte, we know that great people make a great organization; We value our people and offer employees a broad range of benefits; Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively; It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges; This makes Deloitte one of the most rewarding places to work; From entry-level employees to senior leaders, we believe there’s always room to learn; We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship; From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career
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, 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; 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
Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries
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; Chartered Financial Advisor (CFA); Certified Financial Planner (CFP)
Legal
USD 63420 to 144300 Annually
Apr 23, 2024
Aug 06, 2024
Qualification and ExperienceLicensed 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)
Additional info
Tell us where to send your access instructions: