Tax Senior - Private Wealth

Deloitte Deloitte · Consulting

This role is for a Tax Senior in Deloitte's Private Wealth practice. The responsibilities include performing high-level reviews of tax research and tax returns for individuals, trusts, estates, and businesses. The role also involves preparing for and assisting in client meetings on tax planning and transaction implications. The ideal candidate will have extensive knowledge across multiple areas of taxation and experience in delivering compliance and consulting services.

What you'd actually do

  1. perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
  2. 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

Skills

Required

  • tax planning services
  • preparing and reviewing client work papers and income tax returns
  • reviewing trust documents
  • Microsoft Excel
  • compliance software
  • research skills
  • writing skills
  • active accreditations (obtained, in process, or willing to obtain)

Nice to have

  • Advanced degree such as MST, JD, or LLM
  • Prior Big 4 experience
  • Strong communication, interpersonal, and organizational skills
  • Strong analytical and communication skills
  • able to articulate conclusions, planning opportunities, and risks identified through research projects