Tax Senior, Investment Management - Private Wealth

Min 3 yrs required

Full-time

No

# Tax Senior, Investment Management - Private Wealth (West Region Locations)

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? If so, you may be a great fit for Deloitte’s Private Wealth practice!

## What You’ll Do

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
* 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

Deloitte Tax LLP’s 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

**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

## Salary Information

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 $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.

## Additional Information

Deloitte is committed to creating an inclusive environment where all people feel respected, empowered, and supported. We understand that diversity and inclusion are essential components of a thriving workplace. We are dedicated to creating and maintaining an environment that values diversity and inclusion, and where everyone can reach their full potential.

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Our people and culture are dedicated to creating and maintaining an environment that values diversity and inclusion, and where everyone can reach their full potential. 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.

If you’re ready to take on a new challenge and join a team of highly driven and talented individuals, apply today!

Broad range of benefits

Tax Planning Services, Preparing and Reviewing Client Work Papers and Income Tax Returns, Microsoft Excel and Compliance Software, Research, Writing, Communication, Interpersonal, and Organizational Skills

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, CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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