Deloitte Job - 39180496 | CareerArc
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Company: Deloitte
Location: San Diego, CA
Career Level: Associate
Industries: Business Services, Consulting

Description

Position Summary

Are you a strategic thinker with some knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, 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 in our Private Wealth Tax practice, you will prepare and review individual, fiduciary, partnership, closely-held corporations, private foundations, estate, and gift work papers and tax returns, as well as prepare materials and research for consulting projects related to tax planning opportunities. In addition, you will begin supervising new tax consultants and attend required Deloitte Tax LLP and Private Wealth specialty group training.

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, and closely-held business owners. We provide comprehensive, independent, and objective wealth 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:

  • 1+ years' experience providing individual, fiduciary, closely-held investment and business entity, and private foundation tax planning and tax compliance services
  • CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, enrolled agent, or other appropriate certification (or in the process of obtaining)
  • Bachelor's degree in accounting, finance, or other business-related field
  • Travel up to 10% (While 10% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice)
  • Limited immigration sponsorship may be available 

Preferred

  • Advanced degree such as MST, MAcc, JD, or LLM
  • Prior Big 4 experience
  • Experience reviewing trust documents
  • Strong communication, interpersonal, and organizational skills
  • Ability to work in a fast-paced, team environment 

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Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.

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 diverse, equitable, and 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 ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

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. Learn more about our commitment to developing our people.

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see 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.

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, where applicable. See notices of various ban-the-box laws where available.

Requisition code: 15403


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