Tax Senior - Private Wealth
$78K - $97K/yr
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 ...
Deloitte
120 Deloitte Jobs Hiring Near You
Tax Senior - Private Wealth
$78K - $97K/yr
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 ...
Ability to mentor and provide clear guidance to others The team Deloitte Technology US (DT - US) helps power Deloitte's success, which serves many of the world's largest, most respected organizations.
Ability to mentor and provide clear guidance to others The team Deloitte Technology US (DT - US) helps power Deloitte's success, which serves many of the world's largest, most respected organizations.
Workday Financials Manager
Columbus, OH · On-site
Our teams use Deloitte's vast expertise to deliver lasting results for our clients. By working closely with CFOs, CIOs, and Business Unit leaders, we provide valuable business transformation and ...
Workday Financials Manager
Columbus, OH · On-site
Our teams use Deloitte's vast expertise to deliver lasting results for our clients. By working closely with CFOs, CIOs, and Business Unit leaders, we provide valuable business transformation and ...
Workday SCM Manager
Columbus, OH · On-site
Our teams use Deloitte's vast expertise to deliver lasting results for our clients. By working closely with CFOs, CIOs, and Business Unit leaders, we provide valuable business transformation and ...
Workday SCM Manager
Columbus, OH · On-site
Our teams use Deloitte's vast expertise to deliver lasting results for our clients. By working closely with CFOs, CIOs, and Business Unit leaders, we provide valuable business transformation and ...
Tax Senior - Private Wealth
Dayton, OH · On-site
$79K - $98K/yr
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 ...
Tax Senior - Private Wealth
Dayton, OH · On-site
$79K - $98K/yr
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 ...
If so, consider an opportunity with Deloitte under our Project Talent Model. Project Talent Model (PTM) is a talent model that is tailored specifically for long-term, onsite client service delivery.
If so, consider an opportunity with Deloitte under our Project Talent Model. Project Talent Model (PTM) is a talent model that is tailored specifically for long-term, onsite client service delivery.
Deloitte Cyber understands the unique challenges and opportunities businesses face in cybersecurity. Deloitte's Cyber team helps our clients navigate the ever-changing threat landscape. We simplify ...
Deloitte Cyber understands the unique challenges and opportunities businesses face in cybersecurity. Deloitte's Cyber team helps our clients navigate the ever-changing threat landscape. We simplify ...
Deloitte's Cyber Services help our clients to be secure, vigilant, and resilient in the face of an ever-increasing array of cyber threats and vulnerabilities. Our Cyber Risk practice helps ...
Deloitte's Cyber Services help our clients to be secure, vigilant, and resilient in the face of an ever-increasing array of cyber threats and vulnerabilities. Our Cyber Risk practice helps ...
Partnering across Risk, Office of General Counsel, Deloitte Technology-US, and other internal teams to deliver transformation efforts * Leading US- and India-based team members while managing ...
Partnering across Risk, Office of General Counsel, Deloitte Technology-US, and other internal teams to deliver transformation efforts * Leading US- and India-based team members while managing ...
If so, consider an opportunity with Deloitte under our Project Talent Model. Project Talent Model (PTM) is a talent model that is tailored specifically for long-term, onsite client service delivery.
If so, consider an opportunity with Deloitte under our Project Talent Model. Project Talent Model (PTM) is a talent model that is tailored specifically for long-term, onsite client service delivery.
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 ...
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 ...
Deloitte is seeking a Returning GSAP Senior Consultant to help clients solve complex business challenges across strategy, transformation, and technology-enabled change. In this role, you will work ...
Deloitte is seeking a Returning GSAP Senior Consultant to help clients solve complex business challenges across strategy, transformation, and technology-enabled change. In this role, you will work ...
If so, Deloitte could be the place for you! We are looking for experienced professional services Pricing Specialists, Project Controllers or Financial/Business analysts to move into a pricing role in ...
If so, Deloitte could be the place for you! We are looking for experienced professional services Pricing Specialists, Project Controllers or Financial/Business analysts to move into a pricing role in ...
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 ...
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 ...
Senior GenAI Engineer
Columbus, OH · On-site
$100K - $138K/yr
As Deloitte's primary internal development team, Product Engineering delivers innovative digital solutions to businesses, service lines, and internal operations with proven bottom-line results and ...
Senior GenAI Engineer
Columbus, OH · On-site
$100K - $138K/yr
As Deloitte's primary internal development team, Product Engineering delivers innovative digital solutions to businesses, service lines, and internal operations with proven bottom-line results and ...
Overview Deloitte Technology US (DT-US), an internal enterprise technology organization within Deloitte, is seeking a Senior Manager to lead the Vendor Management Office (VMO). This role serves as a ...
Overview Deloitte Technology US (DT-US), an internal enterprise technology organization within Deloitte, is seeking a Senior Manager to lead the Vendor Management Office (VMO). This role serves as a ...
Partnering across Risk, Office of General Counsel, Deloitte Technology-US, and other internal teams to deliver transformation efforts * Leading US- and India-based team members while managing ...
Partnering across Risk, Office of General Counsel, Deloitte Technology-US, and other internal teams to deliver transformation efforts * Leading US- and India-based team members while managing ...
Deloitte's Cyber Services help our clients to be secure, vigilant, and resilient in the face of an ever-increasing array of cyber threats and vulnerabilities. Our Cyber Risk practice helps ...
Deloitte's Cyber Services help our clients to be secure, vigilant, and resilient in the face of an ever-increasing array of cyber threats and vulnerabilities. Our Cyber Risk practice helps ...
Deloitte Cyber understands the unique challenges and opportunities businesses face in cybersecurity. Deloitte's Cyber team helps our clients navigate the ever-changing threat landscape. We simplify ...
Deloitte Cyber understands the unique challenges and opportunities businesses face in cybersecurity. Deloitte's Cyber team helps our clients navigate the ever-changing threat landscape. We simplify ...
Senior GenAI Engineer
$101K - $139K/yr
As Deloitte's primary internal development team, Product Engineering delivers innovative digital solutions to businesses, service lines, and internal operations with proven bottom-line results and ...
Senior GenAI Engineer
$101K - $139K/yr
As Deloitte's primary internal development team, Product Engineering delivers innovative digital solutions to businesses, service lines, and internal operations with proven bottom-line results and ...
Deloitte Jobs Information
What is it like to work at Deloitte?
Deloitte is known for its collaborative and inclusive culture, prioritizing diversity, equity, and inclusion to foster a sense of belonging among its employees. The company's global network is structured into various teams, including audit, consulting, tax, and financial advisory services, with a focus on delivering innovative solutions to clients across various industries. Working at Deloitte may appeal to individuals seeking a dynamic and challenging work environment with opportunities for professional growth, skill development, and global networking.
Do workers at Deloitte get paid breaks?
Yes. Most people get paid breaks.
75% of people say they get paid breaks.
Based on data from 24 people who took the Breakroom Quiz between November 2024 and January 2026.
75% of people say they get paid breaks.
Based on data from 24 people who took the Breakroom Quiz between November 2024 and January 2026.
Does Deloitte pay people when they’re sick?
Yes. Most people get paid when they’re sick.
91% of people say they would get paid if they were sick but scheduled to work.
Based on data from 53 people who took the Breakroom Quiz between April 2025 and April 2026.
91% of people say they would get paid if they were sick but scheduled to work.
Based on data from 53 people who took the Breakroom Quiz between April 2025 and April 2026.
At Deloitte, are sick days and vacation days separate paid time off?
Sick days and vacation days are used from the same paid time off.
80% of people say they have to use vacation days when they’re out sick.
Based on data from 44 people who took the Breakroom Quiz between May 2025 and April 2026.
80% of people say they have to use vacation days when they’re out sick.
Based on data from 44 people who took the Breakroom Quiz between May 2025 and April 2026.
Is the health insurance from Deloitte affordable enough for their workers?
Most people say the health insurance costs are okay.
89% of people say the health insurance costs are okay
Based on data from 45 people who took the Breakroom Quiz between April 2025 and April 2026.
89% of people say the health insurance costs are okay
Based on data from 45 people who took the Breakroom Quiz between April 2025 and April 2026.
Do people get paid time off at Deloitte?
Most people get paid time off work.
88% of people say they get paid time off.
Based on data from 52 people who took the Breakroom Quiz between May 2025 and April 2026.
88% of people say they get paid time off.
Based on data from 52 people who took the Breakroom Quiz between May 2025 and April 2026.
How far ahead of time do people find out their work schedule?
Most people find out their schedule less than four weeks ahead of time.
Based on data from 17 people who took the Breakroom Quiz between March 2025 and April 2026.
- 71% of people with changing schedules find out their shifts one week or less ahead of time.
- 6% of people with changing schedules find out their shifts two weeks ahead of time.
- 0% of people with changing schedules find out their shifts three weeks ahead of time.
- 24% of people with changing schedules find out their shifts four weeks or more ahead of time.
Based on data from 17 people who took the Breakroom Quiz between March 2025 and April 2026.
Do workers at Deloitte worry about hours?
Most people don’t worry about getting enough hours.
83% of people report they don’t worry about getting enough hours.
Based on data from 30 people who took the Breakroom Quiz between April 2025 and April 2026.
83% of people report they don’t worry about getting enough hours.
Based on data from 30 people who took the Breakroom Quiz between April 2025 and April 2026.
Do Deloitte workers get to choose the shifts they work?
Most people don’t get to choose which shifts they work.
79% report that they don’t have enough control over which shifts they work.
Based on data from 34 people who took the Breakroom Quiz between December 2024 and April 2026.
79% report that they don’t have enough control over which shifts they work.
Based on data from 34 people who took the Breakroom Quiz between December 2024 and April 2026.
How easy is it for Deloitte workers to change shifts?
Most people find it easy to change shifts.
67% of people report that it’s easy to change shifts if they need to.
Based on data from 30 people who took the Breakroom Quiz between November 2024 and April 2026.
67% of people report that it’s easy to change shifts if they need to.
Based on data from 30 people who took the Breakroom Quiz between November 2024 and April 2026.
How easy is it to get time off at Deloitte?
Most people find it easy to get time off.
83% of people report it’s easy to get time off.
Based on data from 47 people who took the Breakroom Quiz between April 2025 and April 2026.
83% of people report it’s easy to get time off.
Based on data from 47 people who took the Breakroom Quiz between April 2025 and April 2026.
Do Deloitte managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
76% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 34 people who took the Breakroom Quiz between April 2025 and April 2026.
76% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 34 people who took the Breakroom Quiz between April 2025 and April 2026.
Do jobs at Deloitte spill into time workers aren’t paid for?
Sometimes. The job can spill into unpaid time.
61% of people report that their job takes up time that they don’t get paid for.
Based on data from 36 people who took the Breakroom Quiz between April 2025 and April 2026.
61% of people report that their job takes up time that they don’t get paid for.
Based on data from 36 people who took the Breakroom Quiz between April 2025 and April 2026.
How easy is it to take sick days at Deloitte?
Most people find it easy to take sick days.
86% of people report that it’s easy to take time off if they are sick.
Based on data from 56 people who took the Breakroom Quiz between April 2025 and April 2026.
86% of people report that it’s easy to take time off if they are sick.
Based on data from 56 people who took the Breakroom Quiz between April 2025 and April 2026.
Is a Deloitte job good for students?
Most students say this is a good place to work if you’re studying.
100% of students report this is a good place to work if you’re studying.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and December 2025.
100% of students report this is a good place to work if you’re studying.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and December 2025.
Is working at Deloitte good if you’re a parent or caregiver?
Most parents and caregivers say this is a good place to work.
80% of people who care for a child or other relative report this is a good place to work.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and March 2026.
80% of people who care for a child or other relative report this is a good place to work.
Based on data from 15 people who took the Breakroom Quiz between January 2025 and March 2026.
Do people at Deloitte feel treated with respect by their managers?
Most people feel treated with respect by their managers.
93% of people say they’re treated with respect by their managers.
Based on data from 56 people who took the Breakroom Quiz between April 2025 and April 2026.
93% of people say they’re treated with respect by their managers.
Based on data from 56 people who took the Breakroom Quiz between April 2025 and April 2026.
Do people at Deloitte get to take their breaks without interruption?
Most people get breaks without interruption.
71% of people report that they get to take their breaks without interruption.
Based on data from 48 people who took the Breakroom Quiz between April 2025 and April 2026.
71% of people report that they get to take their breaks without interruption.
Based on data from 48 people who took the Breakroom Quiz between April 2025 and April 2026.
Is it stressful to work at Deloitte?
Most people feel stressed out here.
78% of people say they often feel stressed out at work.
Based on data from 59 people who took the Breakroom Quiz between April 2025 and April 2026.
78% of people say they often feel stressed out at work.
Based on data from 59 people who took the Breakroom Quiz between April 2025 and April 2026.
Do people at Deloitte enjoy their jobs?
Only some people enjoy their job.
45% of people report they don’t enjoy their job.
Based on data from 40 people who took the Breakroom Quiz between April 2025 and April 2026.
45% of people report they don’t enjoy their job.
Based on data from 40 people who took the Breakroom Quiz between April 2025 and April 2026.
Do people at Deloitte recommend working with their team?
Only some people recommend working with their team.
47% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 60 people who took the Breakroom Quiz between April 2025 and April 2026.
47% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 60 people who took the Breakroom Quiz between April 2025 and April 2026.
Do people get enough training when they start at Deloitte?
Most people got enough training when they started.
70% of people report they got enough training when they started working here.
Based on data from 54 people who took the Breakroom Quiz between April 2025 and April 2026.
70% of people report they got enough training when they started working here.
Based on data from 54 people who took the Breakroom Quiz between April 2025 and April 2026.
Do people get support to advance at Deloitte?
Most people are given support to advance their career here.
In the last year, 79% of people report being given support to advance their career here.
Based on data from 53 people who took the Breakroom Quiz between April 2025 and April 2026.
In the last year, 79% of people report being given support to advance their career here.
Based on data from 53 people who took the Breakroom Quiz between April 2025 and April 2026.
Do people think Deloitte’s headquarters understands what’s happening where they work?
Most people think headquarters understands what’s happening where they work.
50% of people think that this employer’s headquarters or owners have a good understanding of what’s really happening where they work.
Based on data from 48 people who took the Breakroom Quiz between April 2025 and April 2026.
50% of people think that this employer’s headquarters or owners have a good understanding of what’s really happening where they work.
Based on data from 48 people who took the Breakroom Quiz between April 2025 and April 2026.
Do workers feel well informed about how Deloitte is doing?
Most people feel well informed about how the company is doing.
67% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 54 people who took the Breakroom Quiz between April 2025 and April 2026.
67% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 54 people who took the Breakroom Quiz between April 2025 and April 2026.
What are the most popular titles at Deloitte?
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Deloitte rating
8.0
Based on 89 frontline employees who took The Breakroom Quiz
71st of 146 rated financial services
Job description
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 May 31, 2027.
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. Learn more about Deloitte Business 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
- 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
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Experience reviewing trust documents
- Excellent technology (i.e., Microsoft Excel and compliance software)
- Limited immigration sponsorship may be available
- 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)
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.
btstax
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 May 31, 2027.
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. Learn more about Deloitte Business 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
- 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
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Experience reviewing trust documents
- Excellent technology (i.e., Microsoft Excel and compliance software)
- Limited immigration sponsorship may be available
- 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)
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.
btstax