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Deloitte Tax Senior - Business Tax Services - Investment Management - Private Wealth in Grand Rapids, Michigan

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 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

  • Bachelor's degree in accounting, business, finance or other business-related field

  • 3+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry

  • Experience reviewing partnership and/or trust documents

  • Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve

  • 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:

  • Licensed attorney

  • Enrolled Agent

  • Limited immigration sponsorship may be available

Preferred

  • Advanced degree such as MST, MAcc, JD, or LLM

  • Previous Big 4, CPA firm experience or law firm experience

  • Knowledge of fund accounting and general ledger accounting

  • Strong communication, interpersonal, and organizational skills

  • Excellent research and writing skills

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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.

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