About this role
Job title: Tax Senior - Private Wealth Tax Services
About the Role Tax Senior in Deloitte Private Wealth Tax Services supports high-net-worth clients with private wealth, estate, and succession planning. You will lead and execute tax compliance and advisory work, providing insights across federal, state, and international tax issues, and collaborate with multidisciplinary teams to deliver client-focused solutions.
What You'll Do
- Prepare and review complex income tax returns for individuals, trusts, and estates.
- Provide tax planning and advisory services related to private wealth, estate, gift, and generation-skipping transfer taxes.
- Research tax issues and communicate findings to clients and engagement teams.
- Supervise and develop junior staff; manage multiple client engagements with high quality and deadlines.
- Collaborate with partners and other service lines to deliver integrated client solutions.
- Stay current on evolving tax laws and industry trends relevant to private wealth.
What We're Looking For
- Bachelor’s degree in accounting or related field; CPA designation preferred.
- 3+ years of experience in tax, preferably in private wealth or trust tax services (Big 4 or equivalent).
- Strong technical knowledge of federal, state, and local tax rules related to individuals, trusts, and estates.
- Excellent communication, leadership, and client-service skills; ability to manage multiple projects and deadlines.
- Proficiency with tax research tools and accounting software; strong problem-solving skills and attention to detail.
Compensation & Benefits
- Salary and benefits information is not disclosed in the posting.