Tax Senior - Private Wealth

Deloitte • New Orleans, LA • 2w ago

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:

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 (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

If not CPA eligible:

Licensed attorney

Enrolled Agent

Certifications:

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

The wage range for this role 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 other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. 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. A reasonable estimate of the current range is $66,570 to $151,580.

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.

Information for applicants with a need for accommodation:

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

btstax

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Similar Jobs

Tax Senior, National Tax Controversy Services - Interest Analyzer

Deloitte • New Orleans, LA • 1d ago

Finance & Accounting

Tax Senior, National Tax Controversy Services - Interest Analyzer Are you experienced in federal interest computations? Would you like to assist in resolving federal interest matters involving a vast array of taxpayers a...

1d ago

Go to Apply

Sr. Accountant

Robert Half • New Orleans, LA • 2d ago

Finance & Accounting

Description We are searching for a Senior Accountant in New Orleans, Louisiana. The role is in accounting services and will handle the general ledger, preparing financial reports, overseeing account reconciliations, and...

2d ago

Go to Apply

Accounting Specialist

Robert Half • New Orleans, LA • 3d ago

Finance & Accounting

Description We are looking for a meticulous Accounting Specialist for our client in New Orleans, Louisiana, on a short-term contract basis. The ideal candidate will play a key role in managing accounts payable, preparing...

3d ago

Go to Apply

Vice President of Finance

Insight Global • New Orleans, LA • 4d ago

Finance & Accounting

Job Description Insight Global is seeking a Vice President of Finance for a highly reputable company within the gaming space. This VP of Finance oversees all financial activities, including accounting, financial analysis...

4d ago

Go to Apply

Accounting Clerk

Robert Half • Harahan, LA • 1w ago

Finance & Accounting

Description We are looking for a detail-oriented Accounting Clerk for our client located in Harahan, Louisiana. This short-term contract to full time position offers the opportunity to work in a collaborative environment...

1w ago

Go to Apply

Staff Accountant

Enterprise Mobility • Metairie, LA • 1w ago

Finance & Accounting

Overview Enterprise Mobility in Metairie, LA has an opportunity for a Staff Accountant! This is our entry level position on our Business Management team, designed to propel you into a leadership position within our organ...

1w ago

Go to Apply

Finance and Actuarial Data Manager

PwC • New Orleans, LA • 1w ago

Finance & Accounting

Specialty/Competency: Product Innovation Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 60% At PwC, our people in software and product innovation focus on developing cutting-edge software...

1w ago

Go to Apply

Oracle Cloud Finance Specialist Master

Deloitte • New Orleans, LA • 1w ago

Finance & Accounting

Join our dynamic team of strategic advisors, architects, and orchestrators, where you'll play a key role in driving core business enterprise transformations. You'll collaborate with diverse talent to enhance business fun...

1w ago

Go to Apply

Accountant III

SCI Shared Resources, LLC • Jefferson, LA • 1w ago

Finance & Accounting

Our associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! Performs a variety of routine technical accounting and/or auditing work which requires the applica...

1w ago

Go to Apply

Accounts Receivable

Crescent Hotels and Resorts • New Orleans, LA • 1w ago

Finance & Accounting

Description At Crescent Hotels & Resorts, we are a team of hospitality professionals that are deeply connected to & proud of the exceptional experiences we provide for our guests. More than that, we know our Asso...

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.