H1: Tax Senior - Investment Management - Private Wealth (East Coast)
H2: Tax Business Tax Services
Company: Deloitte
Department: Private Wealth Tax
Job Title: Tax Senior
Salary: $63,420 to $144,300 (based on experience and qualifications)
Position Summary:
- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses
- Must have a strong understanding of AGI & DNI and be excited about them
- Opportunity to join Deloitte's growing Private Wealth practice
Responsibilities:
- Perform high-level reviews of tax research and work papers for individual, fiduciary, partnership, closely-held corporations, estate, and gift tax returns
- Prepare for and assist in client meetings related to tax planning opportunities and tax implications of transactions
- Co-locate in person 2-3 days per week within a hybrid work model
- Travel up to 25% on average for client and industry/sector needs
- Obtain active accreditations such as CPA, licensed attorney, enrolled agent, CFA, or CFP
Qualifications:
- Bachelor's degree in accounting, finance, or other business-related field
- 3+ years of experience in tax planning or preparing and reviewing tax returns
- Strong technology, research, and writing skills
- Experience reviewing trust documents
- Excellent communication and interpersonal skills
- Ability to articulate conclusions, planning opportunities, and risks identified through research projects
Preferred:
- Advanced degree such as MST, JD, or LLM
- Prior experience with a Big 4 firm
- Strong analytical and organizational skills
Benefits:
- Comprehensive benefits package offered to employees
- Opportunities for professional development and growth through mentorship and formal development programs
- Inclusive and diverse culture that values individual perspectives and encourages creativity and innovation
Deloitte's Purpose:
- To make an impact that matters for clients, employees, and communities
- Focus on advancing sustainability, equity, and trust through core commitments
- Inclusive culture that empowers individuals to be themselves and contribute their unique perspectives
Professional Development:
- Opportunities for employees at all levels to continue learning and building new skills
- Mentorship programs and on-the-job learning experiences available
Equal Opportunity Employer:
- Deloitte is an equal opportunity employer and values diversity and inclusion in the workplace
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status
- At Deloitte, purpose is synonymous with how we work every day and defines who we are as an organization.
