Tax Senior - Private Wealth

About the role

We are seeking a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation. You will deliver 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.

Responsibilities

• 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

Requirements

• 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
• Bachelor's degree in accounting, finance, or other business-related field
• 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
• Experience reviewing trust documents
• Excellent technology (i.e., Microsoft Excel and compliance software)
• Experience traveling up to 25%

Qualifications

• Ability to obtain one of the following accreditations: 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)
• Prior Big 4 experience
• Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills

Benefits

Deloitte offers a competitive benefits package, including health insurance, retirement plans, and paid time off.

Pay

The wage range for this role is $74,925 to $153,000.

Schedule

This role is currently open until May 31, 2027.