Deloitte Senior - Private Wealth Tax- Jericho, NY in Jericho, New York
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.Deloitte Tax LLPhelps companies understand national, state and local, and international tax structures and align the tax function with business objectives.We are currently looking for Seniors for our Investment Management/Private Wealth Tax 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.Responsibilities: 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. Qualifications2 or more years of experience in providing tax planning services or preparing and reviewing client work papers and income tax returnsCPA, Enrolled Agent, or other appropriate certification (or in the process of pursuing)Bachelor's degree in Accounting, Finance, or other business related fieldAdvanced Degree preferred: MST, MAcc, JD or LLMPrior Big 4 experience a plusExperience reviewing partnership and/or trust documents a plusExperience with managing projects including scheduling, budgeting, client correspondence and billing, excellent technology (i.e. Microsoft Excel and compliance software), research and writing skillsStrong communication, interpersonal, and organizational skillsStrong analytical and communication skills to be able to articulate conclusions, planning opportunities, and risks identified through the research projectsSome travel may be required
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