Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

H1: Join Deloitte's Private Wealth Tax Practice as a Tax Senior - Investment Management
H2: Deliver Compliance and Consulting Services to Ultra-Affluent Clients in 29 Locations

Position Summary:

- Tax Senior role in Private Wealth Tax practice
- Perform high-level reviews and provide solutions for complex tax issues
- Focus on individual clients, trusts, estates, family offices, and closely-held business concerns
- Opportunity to work with multigenerational wealth, entrepreneurs, and family legacy planning
- Join a growing practice within Deloitte

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

Experience: 3+ years providing tax planning services or preparing and reviewing client work papers and income tax returns

Salary Information: Wage range of $63,420 to $126,620 with potential for annual incentive program

Location: 29 locations across the United States

Department: Private Wealth Tax

What You'll Do:

- Perform high-level reviews of tax research and returns
- Assist in client meetings for compliance and consulting projects
- Identify tax planning opportunities and implications of transactions for clients

The Team:

- Deloitte Tax LLP's Private Wealth team focuses on ultra-affluent clients
- Specialized needs of families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Comprehensive, independent, and objective wealth transfer planning advice

Qualifications:

- Bachelor's degree in accounting, finance, or other business-related field
- Licensed CPA in state of practice/primary office or eligible to sit for the CPA exam
- Advanced degree and prior Big 4 experience preferred
- Excellent technology, research, and communication skills
- Ability to travel up to 25% based on client needs

Benefits:

- Broad range of benefits offered to employees
- Opportunities for professional development and growth
- Inclusive culture that values diversity and empowers individuals to make a difference

Deloitte's Purpose:

- Make an impact that matters for clients, people, and communities
- Focus on sustainability, equity, and trust in all aspects of work
- Commitment to inclusive culture and making a positive difference

Professional Development:

- Opportunities for learning and growth at all levels
- Formal development programs and mentorship opportunities
- On-the-job learning experiences

Requisition Code: 182564

SEO Friendly Job Title: Tax Senior - Private Wealth (Central Region)

Bullet Points:

- Deliver compliance and consulting services to ultra-affluent clients
- Identify tax planning opportunities and implications of transactions
- Join a growing practice within Deloitte
- Opportunity to work with multigenerational wealth, entrepreneurs, and family legacy planning
- Comprehensive, independent, and objective wealth transfer planning advice
- Broad range of benefits offered to employees
- Opportunities for professional development and growth
- Inclusive culture that values diversity and empowers individuals to make a difference
- Make an impact that matters for clients, people, and communities
- Formal development programs and mentorship opportunities
- On-the-job learning experiences

Recruiting Tips:

- Develop a stand-out resume
- Prepare for interviews
- Feel confident and prepared throughout the application process

Information for Applicants with a Need for Accommodation:

- Deloitte offers assistance for disabled applicants
- Learn more at

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Compliance, Consulting, Tax Research, Tax Planning, Income Tax Returns, Partnership, Trusts, Estates, Family Offices, Charitable Giving, Financial Planning, Budgeting, Client Correspondence, Billing, Microsoft Excel, Communication, Interpersonal, Organizational, Analytical, Writing

Bachelor's degree in Accounting, Finance, or other business-related field; advanced degree preferred

Online through Deloitte's website

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