Deloitte · 6 days ago
Tax Senior - Private Wealth
Minneapolis, MN
Full-time
Hybrid
Mid, Senior Level
$67K/yr - $152K/yr
3+ years expDeloitte is a leading professional services firm, and they are seeking a Tax Senior in their Private Wealth practice. This role involves performing high-level reviews of tax research and assisting in client meetings regarding tax planning opportunities and implications of transactions.
AccountingConsultingFinancial ServicesLegalProfessional ServicesRisk Management
Responsibilities
Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
Assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client
Qualification
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
Limited immigration sponsorship may be available
Bachelor's degree in accounting, finance, or other business-related field
Experience reviewing trust documents
Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills
Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
One of the following active accreditations obtained, in process, or willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
Preferred
Advanced degree such as MST, JD, or LLM
Prior Big 4 experience
Strong communication, interpersonal, and organizational skills
Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects
Benefits
Discretionary annual incentive program
Company
Deloitte
Deloitte is a business consulting company that offers audit, consulting, financial advisory, and tax services.
10001+ employees
H1B Sponsorship
Deloitte has a track record of offering H1B sponsorships. Please note that this does not
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Funding
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