Tax Senior - Private Wealth

Are you a trusted tax leader who enjoys solving complex problems, building client relationships, and developing talent? Do you bring deep technical knowledge across multiple areas of taxation and thrive in a role where you can advise clients on both compliance and consulting matters? Are you energized by working with individuals, trusts, estates, family offices, investment vehicles, charitable entities, and closely held businesses? If so, Deloitte's growing Private Wealth practice may be the right fit for you.

Recruiting for this role ends on May 31, 2027.

Work You'll Do

As a Tax Senior in our Private Wealth Tax practice, you'll work on sophisticated engagements that span individual, fiduciary, partnership, closely held corporation, estate, and gift tax matters.

In this role, you'll review tax research and workpapers, support the preparation of tax returns, and help prepare for client meetings tied to compliance and consulting projects.

You'll also contribute to tax planning opportunities and help clients understand the implications of important transactions.

A successful candidate would possess these skills:


* Ability to work independently and collaborate as part of a team


* Effective written and verbal communication skills


* Meticulous attention to detail and quality of work product


* Ability to build and sustain professional relationships


* Ability to lead projects or workstreams


* Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment


* Strong interpersonal skills and professional demeanor


* Ability to meet deadlines


* Ability to provide clear guidance to others

The Team

At Deloitte Tax LLP, our Private Wealth team supports ultra-affluent families, entrepreneurs, family offices, and closely held business owners with highly specialized tax and wealth transfer planning needs.

We help clients navigate complex decisions with objective, independent advice that supports their business goals, investment strategies, family legacy, and charitable priorities-today and for future generations.

Learn more about Deloitte Business Tax Services .

Qualifications

Required:


* Bachelor's degree in accounting, finance, or other business-related field


* 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns


* One of the following active accreditations obtained, in process, or willing and able to obtain:



* Licensed CPA in state of practice/primary office if eligible to sit for the CPA


* If not CPA eligible:



* Licensed attorney


* Enrolled Agent


* Certifications:
+ Chartered Financial Advisor (CFA)
+ Certified Financial Planner (CFP)

Experience reviewing trust documents

Excellent technology (i.e., Microsoft Excel and compliance software)

Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-...