In-House
Las Vegas, NV
Attorney in Las Vegas, NV
Non-practicing Attorney
Min 3 yrs required
No
Job Title: Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Experience: 3+ years of tax planning or compliance experience
Salary Range: $63,420 to $144,300 (dependent on factors such as skills, experience, and location)
Locations: 8 locations in the West Region (hybrid work model, requiring in-person work 2-3 days per week)
Position Summary:
- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation
- Deliver compliance and consulting services to individual clients, trusts, estates, family offices, investment vehicles, and closely-held businesses
- Provide solutions to complex tax issues and have a strong understanding of AGI & DNI
- Join Deloitte's growing Private Wealth practice
What You'll Do:
- Perform high-level reviews of tax research, work papers, and tax returns for individual, fiduciary, partnership, closely-held corporations, estate, and gift clients
- Prepare for and assist in client meetings related to tax planning and transaction implications
- Work with ultra-affluent clients, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
The Team:
- Deloitte's Private Wealth team focuses on the specialized needs of the ultra-affluent
- Provide comprehensive and objective wealth transfer planning advice
- Help clients make informed decisions about their personal financial comfort, business and investment needs, family legacy, and charitable giving
Qualifications:
Required:
- Ability to work within a hybrid work model, requiring in-person work 2-3 days per week
- 3+ years of tax planning or compliance experience
- Bachelor's degree in accounting, finance, or other business-related field
- Active accreditation, or willingness to obtain, such as CPA, licensed attorney, enrolled agent, CFA, or CFP
- Ability to travel up to 25% based on work and client needs
Preferred:
- Advanced degree such as MST, MAcc, JD, or LLM
- Prior experience at a Big 4 firm
- Experience reviewing partnership and/or trust documents
- Project management experience, including scheduling, budgeting, and client communication
- Strong technology, research, writing, and communication skills
- Strong analytical and organizational skills, with the ability to articulate conclusions and risks
Salary Information:
- Wage range for this role takes into account factors such as skills, experience, and location
- Range estimate: $63,420 to $144,300 (not adjusted for geographic differential)
- Compensation decisions are based on individual circumstances and not typical for someone to be hired at the top of the range
Benefits:
- Eligible for discretionary annual incentive program based on individual and organizational performance
- Accommodation for applicants with disabilities available
Deloitte is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.
Requisition code: 182260
Apr 24, 2025
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Nov 15, 2024
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