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Senior - Business Tax Services - Investment Management - Private Wealth

Company: Deloitte
Location: Seattle
Posted on: May 15, 2022

Job Description:

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 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, 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.

Qualifications

Required:

  • 2+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
  • CPA, Enrolled Agent, or other appropriate certification (or in the process of pursuing)
  • Bachelor's degree in accounting, finance, or other business-related field
  • Experience managing projects including scheduling, budgeting, client correspondence, and billing
  • Experience reviewing trust documents
  • Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills
  • Strong communication, interpersonal, and organizational skills
  • Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects
  • 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 available
    Preferred
    • Advanced degree such as MST, MAcc, JD, or LLM
    • Prior Big 4 experience
    • Experience reviewing partnership and/or trust documents
      For individuals assigned and/or hired to work in Colorado, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the State of Colorado and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and delivery model. We would not anticipate that the individual hired into this role would land at or near the top end of the range, but such a decision will be dependent on the facts and circumstances of each case. A reasonable estimate of the range is $63,700 to $118,300.

      You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

      btstax

Keywords: Deloitte, Seattle , Senior - Business Tax Services - Investment Management - Private Wealth, Accounting, Auditing , Seattle, Washington

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