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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 doAs 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 TeamAt 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.QualificationsRequired2 years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returnsCPA, Enrolled Agent, or other appropriate certification (or in the process of pursuing)Bachelor's degree in accounting, finance, or other business-related fieldExperience managing projects including scheduling, budgeting, client correspondence, and billingExperience reviewing trust documentsExcellent technology (i.e., Microsoft Excel and compliance software), research, and writing skillsStrong communication, interpersonal, and organizational skillsStrong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projectsAbility 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.)Limited immigration sponsorship may be availablePreferredAdvanced degree such as MST, MAcc, JD, or LLMPrior Big 4 experienceExperience reviewing partnership and/or trust documentsHow you’ll growAt Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career.Explore Deloitte University, The Leadership Center (https://zoomforth.com/s/deloitte/du#home) .BenefitsAt Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.Learn more about what working at Deloitte can mean for you (http://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html) .Deloitte’s cultureWe take pride in our culture and celebrate individuals by recognizing their uniqueness. As a commitment to our people, we offer well-being programs and provide our professional’s opportunities for support and flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. This supportive culture helps enable our people to do their best work every day.Learn more about Life at Deloitte (http://www2.deloitte.com/us/en/careers/life-at-deloitte.html?icid=toplife-at-deloitte) .Corporate citizenshipDeloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities.Learn more about Deloitte’s impact on the world (http://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html) .Recruiter tipsWe want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you’re applying to.Check out recruiting tips from Deloitte professionals (http://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html) .Category: TaxAbout Deloitte As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. 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, or any other legally protected basis, in accordance with applicable law.
Vacancy expired!