Tax Senior - Investment Mgmt - Private Wealth

Min 3 yrs required

Full-time

No

# Tax Senior - Investment Mgmt - Private Wealth

Deloitte's Private Wealth Tax team is looking for a Tax Senior to join their practice and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving. This position is available in 30 different locations across the East Coast.

## Job Responsibilities

As a Tax Senior, you will be expected to:

- 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
- Provide comprehensive, independent, and objective wealth transfer planning advice
- 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)
- 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:**

- Advanced degree such as MST, JD, or LLM
- Prior Big 4 experience

## Salary

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.

## Other Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. These benefits include:

- Developing a stand-out resume
- Putting your best foot forward in the interview
- A diverse, equitable, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively
- Leveraging different ideas and perspectives to bring more creativity and innovation to help solve our client's most complex challenges
- Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
- On-the-job learning experiences to formal development programs
- Deloitte's purpose of making an impact that matters for our clients, our people, and in our communities
- Core commitments to advance sustainability, equity, and trust

If you have the qualifications and are interested in this Tax Senior - Investment Mgmt - Private Wealth role at Deloitte, please apply today!

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Developing a stand out resume, putting best foot forward in interview, exploring opportunities at Deloitte, diverse, equitable, and inclusive culture, broad range of benefits, people and culture, purpose, commitments, and impact, professional development, entry-level employees to senior leaders

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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

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

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

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