Tax Senior - Private Wealth

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.

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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