Deloitte Senior – Investment Management – Private Wealth Tax in Parsippany, New Jersey
Are you a strategic thinker with first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, 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 detail-level review of individual, fiduciary, partnership, closely-held corporation, estate, and gift work papers and tax returns, as well as prepare materials and research for consulting projects related to tax planning opportunities. You will coordinate and communicate with clients to gather information to complete tax returns. Additionally, you will train, mentor, and supervise new and experienced staff and attend required Deloitte Tax LLP and sector-specific training.
At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, and closely-held business owners. We provide comprehensive, independent, and objective wealth 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.
2 years experience 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
Experience managing projects including scheduling, budgeting, client correspondence, and billing
Experience reviewing trust documents
Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills
Strong communication, interpersonal, and organizational skills
Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects
Ability to travel up to 10%
Advanced degree such as MST, MAcc, JD, or LLM
Prior Big 4 experience
Experience reviewing partnership and/or trust documents
How you ll grow
At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center at https://zoomforth.com/s/deloitte/du#home .
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you at http://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html .
Deloitte s culture
We take pride in our culture and celebrate individuals by recognizing their uniqueness. As a commitment to our people, we offer well-being programs and provide our professional s opportunities for support and flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. This supportive culture helps enable our people to do their best work every day. Learn more about Life at Deloitte .
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