Tax Job Info Sharing: Deloitte Experienced Hire
Senior – Private Wealth/Private Equity Tax- New York, NY (Tax)
Deloitte Tax LLP helps companies understand national, state and local, and international tax structures and align the tax function with business objectives.
We are currently looking for Tax Seniors for our Private Company Services practice. Tax Seniors have in-depth, first-hand industry knowledge. They draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. Tax Seniors identify complex tax issues and provide tax analyses for a variety of entities and their affiliates.
The right person should have a solid understanding of individual, fiduciary and partnership income taxation; gift, estate and GST transfer taxation; family office structure and management; as well as a general understanding of taxation surrounding portfolio investments, closely held businesses, and charitable planning.
Tax Seniors in our Private Wealth Tax practice perform detail level review of individual, fiduciary, partnership, closely held corporations, estate and gift workpapers and tax returns as well as prepare materials and research for consulting projects related to tax planning opportunities. Tax Seniors coordinate and communicate with the client contacts to gather information to complete the tax returns. They also train, mentor, and supervise new and experienced-level staff and attend required Deloitte Tax LLP and sector-specific training.
2 or more years of experience in providing tax planning services or preparing and reviewing client work papers and income tax returns
CPA, Enrolled Agent, or other appropriate certification (or in the process of pursuing)
Bachelor’s degree in Accounting, Finance, or other business related field
Advanced Degree preferred: MST, MAcc, JD or LLM
Prior Big 4 experience a plus
Experience reviewing partnership and/or trust documents a plus
Experience with managing projects including scheduling, budgeting, client correspondence and billing, excellent technology (i.e. Microsoft Excel and compliance software), research and writing skills
Strong communication, interpersonal, and organizational skills
Strong analytical and communication skills to be able to articulate conclusions, planning opportunities, and risks identified through the research projects
Some travel may be required
Deloitte is one of the leading professional services organizations in the United States, specializing in audit, tax, consulting, and financial advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world’s most well-known and respected companies, including more than 75 percent of the Fortune 100.
At Deloitte, you can have a rewarding career on every level. In addition to challenging and meaningful work, you’ll have the chance to give back to your community, make a positive impact on the environment, participate in a range of diversity and inclusion initiatives, and find the support, coaching, and training it takes to advance your career. Our commitment to individual choice lets you customize aspects of your career path, your educational opportunities and your benefits. And our culture of innovation means your ideas on how to improve our business and your clients’ will be heard.
As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.Disclaimer: If you are not reviewing this job posting on our Careers’ site (careers.deloitte.com) or one of our approved job boards we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at careers.deloitte.com.