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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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Learn more about Deloitte Private Wealth Tax Services. 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.
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To these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! 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.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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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.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? Our team’s overall practice specific services include investment management services, state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.
$68,180 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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What You’ll DoAs a Tax Senior Consultant, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client base in the investment management industry.
$68,180 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated 23 days ago - UpvoteDownvoteShare Job
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As a Tax 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.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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5+ years of public accounting experience (at least 3 years in investment management) 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.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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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.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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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.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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At Deloitte, purpose is synonymous with how we work every day. Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Advanced degree such as MST, MAcc, JD, or LLM. Knowledge of fund accounting and general ledger accounting.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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The TeamAt 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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Certified Financial Planner (CFP) Chartered Financial Advisor (CFA) Prior Big 4 or large CPA firm experience. 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.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns. 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.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Experience managing projects including scheduling, budgeting, client correspondence, and billing. Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills. Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago
private job Title: investment Company: Deloitte
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