Tax Senior - Private Wealth

Deloitte • Columbus, OH • 11h 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

Accounting Specialist - Hybrid

Arbor Education and Training • Grove City, OH • 6h ago

Finance, Accounting & Banking

Company Description Equus Workforce Solutions is looking for an experienced Accounting Specialist to support our work with OhioMeansJobs Columbus-Franklin Countywhere we provide workforce services and training to jobseek...

6h ago

Go to Apply

Manager, National Tax Accounting Group

Deloitte • Columbus, OH • 13h ago

Finance, Accounting & Banking

Manager - National Tax Accounting Group (NTAG) Do you have a passion for income tax provisions and tax accounting? Do you enjoy assisting companies with their financial reporting of income taxes in a consultative environ...

13h ago

Go to Apply

Sr Manager, Technical Accounting

Oracle • Columbus, OH • 13h ago

Finance, Accounting & Banking

Job Description As a Senior Manager in our growing and dynamic Technical Accounting team at Oracle, you will be responsible for understanding the finer details of proposed or executed transactions through review of avail...

13h ago

Go to Apply

Corporate Finance Intern

HEXION INC. • Columbus, OH • 14h ago

Finance, Accounting & Banking

Company Overview Imagine Everything. Build the Future with Hexion. At Hexion, we push boundaries, rethink possibilities, and create real impact. We activate science to deliver progress-developing breakthrough solutions t...

14h ago

Go to Apply

Oracle Cloud Finance - Manager

PwC • Columbus, OH • 14h 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...

14h ago

Go to Apply

Oracle Finance Implementation Consultant - Experienced Associate

PwC • Columbus, OH • 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

Principal Commercial Banking Relationship Manager

Wells Fargo • Dublin, OH • 23h ago

Finance, Accounting & Banking

About this role: Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for the Commercial Auto National Accounts team as part of the Commercial Bank. Learn more about the career areas and business di...

23h ago

Go to Apply

Finance Sr Analyst - Remote (Portland, Los Angeles, Seattle)

CBRE • Columbus, OH • 1d ago

Finance, Accounting & Banking

Finance Sr Analyst - Remote (Portland, Los Angeles, Seattle) Job ID 244169 Posted 23-Oct-2025 Service line GWS Segment Role @type Full-time Areas of Interest Accounting/Finance, Data & Analytics Location(s) Los Angel...

1d ago

Go to Apply

Finance Intern

OHIO TRANSMISSION CORPORATION • Columbus, OH • 1d ago

Finance, Accounting & Banking

About this role Position Title: Finance Intern (Summer 2026) Location: Columbus, Ohio Reports To: Finance Position Summary: The Finance Intern will support the Finance teams with day-to-day operations, analysis, and repo...

1d ago

Go to Apply

Credit Workout Officer II

Northwest Bank • Columbus, OH • 1d ago

Finance, Accounting & Banking

Job Description The Credit Workout Officer II is responsible for performing a variety of duties including meeting with borrowers, evaluating management teams, and business plans to determine whether to retain or exit cre...

1d 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.