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. The ideal candidate excels at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. They should be passionate about complex tax issues and have a deep understanding of terms like AGI and DNI.

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 skills (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.
• Limited immigration sponsorship may be available.
• 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 degrees such as MST, JD, or LLM; Prior Big 4 experience.
• Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills; Experience articulating conclusions, planning opportunities, and risks identified through research projects.

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 skills (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.
• Limited immigration sponsorship may be available.
• 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 degrees such as MST, JD, or LLM; Prior Big 4 experience.
• Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills; Experience articulating conclusions, planning opportunities, and risks identified through research projects.

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

The role is currently open until May 31, 2027.