Tax Senior - Private Wealth

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, 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 high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well as 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. 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, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, helping 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: Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns Bachelor's degree in accounting, finance, or other business-related field Experience reviewing trust documents Excellent technology (e.g., Microsoft Excel and compliance software), research, and writing skills Ability to travel up to 25%, based on work and client needs Active accreditation such as: Licensed CPA (if eligible), Licensed attorney, Enrolled Agent, or certifications like CFA or CFP Preferred: Advanced degree such as MST, JD, or LLM Prior Big 4 experience Strong communication, interpersonal, and organizational skills Ability to articulate conclusions, planning opportunities, and risks identified through research The compensation range for this role is estimated between $66,570 and $151,580, depending on various factors including experience, skills, and location. Participation in a discretionary annual incentive program may also be available, subject to performance and organizational rules. For applicants requiring accommodations, please visit:

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