SEO Friendly Job Title: Tax Senior - Investment Management - Private Wealth (East Coast)
H1: Join Deloitte's Growing Private Wealth Practice as a Tax Senior
H2: Deliver Compliance and Consulting Services to High Net Worth Clients
Bold Headlines:
- Opportunity for Experienced Tax Professionals
- Exciting Career with Deloitte's Private Wealth Practice
- High-Level Reviews, Complex Tax Issues, and Client Meetings
- Comprehensive Wealth Transfer Planning Advice
- Work with Ultra-Affluent Clients and Multigenerational Wealth
- Travel Opportunities and Various Accreditations
- Competitive Salary Range and Annual Incentive Program
- Inclusive Culture and Commitment to Sustainability and Equity
- Professional Development and Growth Opportunities
Position Summary:
- Leader and Strategic Thinker in Taxation
- Deliver Compliance and Consulting Services to High Net Worth Clients
- Expertise in Individual and Trust Taxation
- Solutions for Complex Tax Issues
- Join Deloitte's Growing Private Wealth Practice
What You'll Do:
- Perform High-Level Reviews of Tax Research
- Prepare and Review Tax Returns and Work Papers
- Assist in Client Meetings for Compliance and Consulting Projects
- Provide Solutions for Tax Planning Opportunities and Transactions
- Specialize in Individual, Fiduciary, Partnership, Closely-Held Corporations, Estates, and Gifts
The Team:
- Focus on Ultra-Affluent Clients, Entrepreneurs, and Family Offices
- Comprehensive and Objective Wealth Transfer Planning Advice
- Informed and Strategic Decisions for Personal Finances, Business and Investment Needs, and Charitable Giving
- Learn More About Deloitte Private Wealth Tax Services
Qualifications:
- Ability to Work in a Hybrid Model
- 3+ Years of Tax Planning or Preparation and Review Experience
- Bachelor's Degree in Accounting, Finance, or Business-Related Field
- Strong Technology, Research, and Writing Skills
- Travel Up to 25%
- Active Accreditations or Willingness to Obtain
Preferred:
- Advanced Degree in MST, JD, or LLM
- Prior Experience at a Big 4 Firm
- Strong Communication, Interpersonal, and Organizational Skills
- Able to Articulate Conclusions and Risks Through Research
Salary Information:
- Range of Factors Considered in Compensation Decisions
- Estimate of $63,420 to $144,300
- Eligibility for Annual Incentive Program
Inclusive Culture:
- Empowers Individuals to be Themselves and Contribute Unique Perspectives
- Leverages Different Ideas and Perspectives for Creativity and Innovation
- Focused on Sustainability, Equity, and Trust
- Deloitte's Purpose is to Make an Impact That Matters
Professional Development:
- Opportunities for Skill Building, Leadership, and Mentorship
- Formal Development Programs and On-The-Job Learning
- Room to Grow Throughout Career
Deloitte:
- A Subsidiary of **Members Only**
- Equal Employment Opportunity
- Commitment to Diversity, Equity, and Inclusion
- Detailed Description of Legal Structure Available on Website
- Requisition Code: 182530
