Tax Senior - Private Wealth

Deloitte • Detroit, MI • 10h 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!

Recruiting for this role ends on May 31, 2026.

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

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

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 Manager, State Income and Franchise - Multistate

Deloitte • Detroit, MI • 7h ago

Finance, Accounting & Banking

Are you a strategic and creative Multistate Tax professional who likes solving complex state tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative techno...

7h ago

Go to Apply

Tax Senior - State Income & Franchise, Multistate

Deloitte • Detroit, MI • 7h ago

Finance, Accounting & Banking

Are you a strategic and creative Multistate Tax professional who loves solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estat...

7h ago

Go to Apply

Tax Manager, State Income and Franchise - Multistate

Deloitte • Detroit, MI • 7h ago

Finance, Accounting & Banking

7h ago

Go to Apply

Tax Senior, State Income and Franchise - Multistate

Deloitte • Detroit, MI • 7h ago

Finance, Accounting & Banking

7h ago

Go to Apply

Accounts Receivable Agent

Expeditors • Romulus, MI • 10h ago

Finance, Accounting & Banking

We take care of our employees, and they take care of our customers! Become a member of a global community! The international logistics industry is an integral piece of the global trade puzzle; we make the world go round....

10h ago

Go to Apply

Senior Consultant, National Federal Tax Services, Strategic Tax Review

Deloitte • Detroit, MI • 10h ago

Finance, Accounting & Banking

Senior Consultant - National Federal Tax Services - Strategic Tax Review (STR) Do you have excellent tax compliance skills and a strong desire to join a cutting-edge team? Do you like working to help companies achieve th...

10h ago

Go to Apply

Oracle Cloud Finance - Manager

PwC • Detroit, MI • 13h ago

Finance, Accounting & Banking

Specialty/Competency: Oracle Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 60% A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity...

13h ago

Go to Apply

Senior Finance Analyst - Manufacturing Performance Improvement

General Motors • Warren, MI • 14h ago

Finance, Accounting & Banking

Job Description The Role: A Manufacturing, Performance Improvement Analyst identifies and acts on financial opportunities across manufacturing sites. The role involves building relationships, creating unique analyses, an...

14h ago

Go to Apply

Oracle Finance Implementation Consultant - Experienced Associate

PwC • Detroit, MI • 14h ago

Finance, Accounting & Banking

Specialty/Competency: Oracle Industry/Sector: HI X-Sector Time Type: Full time Travel Requirements: Up to 60% At PwC, our people in business application consulting specialise in consulting services for a variety of busin...

14h ago

Go to Apply

Software & Service FP&A Senior Finance Analyst

General Motors • Warren, MI • 14h ago

Finance, Accounting & Banking

Job Description The Software & Services (S&S) Finance organization supports the evolving OnStar Services, Software/AV Engineering, and Software Product Management teams. The S&S FP&A Senior Finance Analys...

14h 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.