Attorney in Baltimore, MD

In-House

Baltimore, MD

Attorney in Baltimore, MD

Non-practicing Attorney

Min 3 yrs required

No

SEO friendly job title: Tax Senior - Investment Management - Private Wealth (East Coast)
H1: Join Deloitte's Private Wealth Tax Practice
H2: Tax Senior - Investment Management - Private Wealth (East Coast)

Position Summary:
- Leader and strategic thinker with extensive knowledge in taxation
- Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns
- Provide solutions to complex tax issues
- Knowledgable in AGI & DNI
- Career opportunity with Deloitte's growing Private Wealth practice

What You'll Do:
- Perform high-level reviews of tax research and tax returns
- Prepare and assist in client meetings related to tax planning opportunities and tax implications of transactions
- Focus on specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make informed decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications:
- Ability to work in a hybrid model requiring in-person work 2-3 days per week
- 3+ years' experience in tax planning or preparing and reviewing client work papers and income tax returns
- Bachelor's degree in accounting, finance, or related field
- Experience reviewing trust documents
- Excellent technology, research, and writing skills
- Ability to travel up to 25%
- Active accreditation or willingness to obtain one (CPA, attorney, enrolled agent, CFA, CFP)
- Advanced degree and prior Big 4 experience preferred
- Strong communication, interpersonal, and organizational skills
- Ability to articulate conclusions, planning opportunities, and risks identified through research projects

Salary Information:
- Wage range for this role is $63,420 to $144,300, taking into account factors such as skill sets, experience, training, and certifications
- Eligible for a discretionary annual incentive program based on individual and organizational performance

Benefits:
- Deloitte values its people and offers a broad range of benefits
- Inclusive culture that empowers individuals to be themselves and contribute their unique perspectives
- Purpose is to make an impact that matters for clients, people, and communities
- Opportunities for professional development and growth through mentorship, on-the-job learning experiences, and formal development programs

Professional Development:
- Opportunities for employees at all levels to continue learning and growing
- Formal development programs and mentorship opportunities
- Focus on sustainability, equity, and trust

Company:
- **MEMBERS ONLY**SIGN UP NOW***., a subsidiary of **MEMBERS ONLY**SIGN UP NOW***.
- Offers a detailed description of its legal structure on its website
- 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, in accordance with applicable law
- Committed to creating a diverse, equitable, and inclusive culture that fosters creativity and innovation to solve complex challenges for clients
- Deloitte's purpose is to make an impact that matters for clients, people, and communities