Deloitte Tax Consultant II - Investment Management - Private Wealth Tax in Costa Mesa, California
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!
What you'll do
As a Tax Consultant II 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 and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. In addition, you will begin supervising new tax consultants and attend required Deloitte Tax LLP and Private Wealth specialty group training.
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.
1+ years experience providing tax planning services or preparing and reviewing client work papers and income tax returns
One of the following accreditations obtained, in process, or willing able to obtain:
Licensed CPA in state of practice/primary office if eligible to sit for the CPA
If not CPA eligible:
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 10%, on average, based on the work you do and the clients and industries/sectors you serve
Limited immigration sponsorship may be available
Advanced degree such as MST, MAcc, JD, or LLM
Prior Big 4 experience
Experience reviewing partnership and/or trust documents
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.