Tax Senior - Private Wealth
About the role
Recruiting for this role ends on May 31, 2027.
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.
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.
- 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% based on the work you do and the clients and industries/sectors you serve.
- One of the following active 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; Licensed attorney; Enrolled Agent; Certifications: Chartered Financial Advisor (CFA); Certified Financial Planner (CFP); Advanced degree such as MST, JD, or LLM.
- Prior Big 4 experience.
- Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills.
Benefits
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 $74,925 to $153,000.
Schedule
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.
Pay
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 $74,925 to $153,000.