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Deloitte
Columbus
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 comple
Job Source: DeloitteDeloitte
Columbus
Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, leading and mentoring teams, and advising on important tax and business issues? If you're a leader who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients,
Job Source: DeloitteDeloitte
Columbus
Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, leading and mentoring teams, and advising on important tax and business issues? If you're a leader who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients,
Job Source: DeloitteDeloitte
Columbus
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 comple
Job Source: DeloitteDeloitte
Columbus
Partnerships. Subchapter K. REITS. Consulting for major players. Are you looking for an opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've got a solid understanding of partnership allocation methodologies, Subchapter K, and the tax compl
Job Source: DeloitteDeloitte
Columbus
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an op
Job Source: DeloitteDeloitte
Columbus
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an op
Job Source: DeloitteDeloitte
Columbus
Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on organizations by having the right people on your team to combine tax consulting solutions and innovative technology that align the tax function with business objectives, including for the addition
Job Source: DeloitteColumbus
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 June 1, 2025
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
+ Bachelor's degree in accounting, finance, or other business-related field
+ 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)
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
+ Advanced degree such as MST, MAcc, JD, or LLM
+ Prior Big 4 experience
+ Experience reviewing partnership and/or trust documents
+ Experience 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; 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 $63,420 to $126,620.
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:
eloitte.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.
Email Alert for Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)_ jobs in Columbus
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