Tax Senior - Investment Mgmt - Private Wealth

Min 3 yrs required

Full-time

No

# Tax Senior - Investment Mgmt - Private Wealth

Deloitte’s Private Wealth Tax practice has a career opportunity for a Tax Senior with extensive first-hand knowledge across multiple areas of taxation. The Tax Senior will perform high-level reviews of tax research, prepare and review client work papers and tax returns, and provide tax planning advice to clients. This position is available in 30 locations on the East Coast.

## 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. 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.

## Recruiting Tips

From developing a stand out resume to putting your best foot forward in the interview, Deloitte recruiters have tips to help you feel prepared and confident as you explore opportunities.

## Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

## Our People and Culture

Deloitte’s diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. Our culture enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients’ most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

## Our Purpose

Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact.

## Professional Development

At Deloitte, 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.

developing a stand out resume to putting your best foot forward in the interview, broad range of benefits, diverse, equitable, and inclusive culture, creating trust and confidence in a more equitable society, opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship, 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, Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Experience reviewing trust documents, Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills, Strong communication, interpersonal, and organizational skills, Advanced degree such as MST, JD, or LLM, Prior Big 4 experience

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

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

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