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Learn more about Deloitte Private Wealth Tax Services. One of the following accreditations obtained: 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.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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.
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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.
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Certified Financial Planner (CFP) Chartered Financial Advisor (CFA) Certain services may not be available to attest clients under the rules and regulations of public accounting.
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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.
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8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry. As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see www.
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Deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
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Check out recruiting tips from Deloitte recruiters. From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.
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At Deloitte, we know that great people make a great organization. Learn more about what working at Deloitte can mean for you. This makes Deloitte one of the most rewarding places to work.
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At Deloitte, purpose is synonymous with how we work every day. As a Tax Senior Manager 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 and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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Advanced degree such as MST, MAcc, JD, or LLM. Knowledge of fund accounting and general ledger accounting. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.
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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. Experience managing projects including scheduling, budgeting, client correspondence, and billing.
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We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
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Bachelor's degree in accounting, finance, or other business-related field. We are creating trust and confidence in a more equitable society. to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice.
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It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. From entry-level employees to senior leaders, we believe there's always room to learn.
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financial services jobs Title: management Company: Deloitte
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