Are you a trusted tax leader who enjoys solving complex problems, building client relationships, and developing talent? Do you bring deep technical knowledge across multiple areas of taxation and thrive in a role where you can advise clients on both compliance and consulting matters? Are you energized by working with individuals, trusts, estates, family offices, investment vehicles, charitable entities, and closely held businesses? If so, Deloitte’s growing Private Wealth practice may be the right fit for you.

Recruiting for this role ends on May 31, 2027.

Work You’ll Do

As a Tax Senior in our Private Wealth Tax practice, you’ll work on sophisticated engagements that span individual, fiduciary, partnership, closely held corporation, estate, and gift tax matters. In this role, you’ll review tax research and workpapers, support the preparation of tax returns, and help prepare for client meetings tied to compliance and consulting projects. You’ll also contribute to tax planning opportunities and help clients understand the implications of important transactions.

A successful candidate would possess these skills:

Ability to work independently and collaborate as part of a team
Effective written and verbal communication skills
Meticulous attention to detail and quality of work product
Ability to build and sustain professional relationships
Ability to lead projects or workstreams
Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
Strong interpersonal skills and professional demeanor
Ability to meet deadlines
Ability to provide clear guidance to others

The Team

At Deloitte Tax LLP, our Private Wealth team supports ultra-affluent families, entrepreneurs, family offices, and closely held business owners with highly specialized tax and wealth transfer planning needs. We help clients navigate complex decisions with objective, independent advice that supports their business goals, investment strategies, family legacy, and charitable priorities—today and for future generations. Learn more about Deloitte Business Tax Services.

Qualifications

Required:

Bachelor's degree in accounting, finance, or other business-related field
3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
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)

Experience reviewing trust documents
Excellent technology (i.e., Microsoft Excel and compliance software)
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
Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Limited immigration sponsorship may be available

Preferred

Advanced degree such as MST, JD, or LLM
Prior Big 4 experience
Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills.
Experience articulating 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 $74,925 to $153,000.

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.

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Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at [email protected].

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Benefits

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.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Our purpose

Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.

Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see https://www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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.

Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers

Requisition code: 357190

Job ID 357190

Deloitte

Tax Senior - Private Wealth

About the Job

Requirements

Responsibilities

Desired Qualifications

About the Company

Deloitte

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