Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth

Are you a tax professional who enjoys solving complex tax issues and delivering high-quality compliance work for high-net-worth individuals and families? Do you have strong experience preparing and reviewing individual tax returns, including matters involving gifts, trusts, estates, or wealth transfer? If so, this Tax Senior opportunity within Deloitte Tax may be a strong fit.

Recruiting for this role will end on May 31, 2027.

Work you'll do

As a Deloitte Tax Senior supporting our Individual Tax Services - High Net Worth group, you will:


* Prepare and review complex federal, state, and local individual tax returns and related workpapers.


* Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates.


* Prepare and review applicable tax forms, including Forms 1040, 709, 706, 1041, and related state filings, as applicable.


* Analyze complex tax issues involving gifts, trusts, estate and wealth transfer matters, investments, pass-through entities, and multistate considerations.


* Perform detailed technical reviews to identify errors, missing information, inconsistencies, and opportunities for improved tax outcomes.


* Research tax questions and document conclusions using appropriate technical resources.


* Prepare clear client deliverables, supporting schedules, tax projections, estimates, and correspondence.


* Work directly with clients and their advisors to obtain information, clarify tax matters, and resolve open items.


* Coordinate with specialists in areas such as gift and estate tax, international tax, state and local tax, and investment taxation when needed.


* Manage assigned workstreams, monitor deadlines, escalate issues early, and maintain accurate engagement status.


* Contribute to process improvements, tax technology adoption, and consistent delivery across engagements.


* Review work prepared by less-experienced professionals and provide clear, timely feedback focused on technical quality.

A successful candidate will possess the following skills:



* Technical tax delivery: Demonstrates strong knowledge of individual tax compliance and can prepare and review complex returns and supporting workpapers.


* Tax research and analysis: Identifies relevant tax issues, researches technical questions, and applies conclusions accurately to client situations.


* Quality and review: Performs thorough reviews, identifies potential errors or risks, and maintains high standards for accuracy and documentation.


* Client communication: Communicates clearly and professionally with clients, advisors, engagement leaders, and specialists.


* Delivery execution: Manages multiple assignments and deadlines, prioritizes effectively, and escalates issues when additional support is needed.


* Collaboration: Works effectively with engagement teams and subject-matter specialists without requiring direct people-management responsibilities.

The...