Are you a strategic thinker with first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!
What you'll do As a Tax Senior in our Private Wealth Tax practice, you will perform detail-level review of individual, fiduciary, partnership, closely-held corporation, estate, and gift work papers and tax returns, as well as prepare materials and research for consulting projects related to tax planning opportunities. You will coordinate and communicate with clients to gather information to complete tax returns. Additionally, you will train, mentor, and supervise new and experienced staff and attend required Deloitte Tax LLP and sector-specific training.
The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, and closely-held business owners. We provide comprehensive, independent, and objective wealth planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.
Qualifications Required â¢2+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns â¢CPA, Enrolled Agent, or other appropriate certification (or in the process of pursuing) â¢Bachelor's degree in accounting, finance, or other business-related field â¢Experience managing projects including scheduling, budgeting, client correspondence, and billing â¢Experience reviewing trust documents â¢Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills â¢Strong communication, interpersonal, and organizational skills â¢Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects â¢Ability to travel up to 10% (While 10% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.)
â¢Limited immigration sponsorship may be available
Preferred â¢Advanced degree such as MST, MAcc, JD, or LLM â¢Prior Big 4 experience â¢Experience reviewing partnership and/or trust documents
Internal Number: 13575771
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