Tax Senior - Private Wealth
Deloitte
Job Title
Position Summary
Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at View email address on click.appcast.io. 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 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 ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. 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.
Deloitte$30 per hour
...Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth... ...guidance and education on estate, tax, philanthropic, and multigenerational planning... ...involving trusts, family partnerships, private foundations, and charitable vehicles....SeniorPrivateTaxWork at officeRemote work$100k - $150k
...Cerity Partners LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management team. This hybrid position involves preparing and reviewing personal and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships...SeniorTax$100k - $150k
...believe you would be an outstanding fit on our wealth management team. Primary Responsibilities... ...review of personal and fiduciary income tax returns including multi‑state filings... ...comprehensive tax advisory services to private equity executives on carried interest structures...SeniorPrivateTaxLocal areaFlexible hours- ...building strategic relationships with sovereign wealth funds, pension funds, and institutional... .... Background in investment banking, private equity, sovereign investment offices, or... ...cross-border investment structuring, tax equity, and sovereign co-investment frameworks...PrivateTax
$88k - $105k
Assurance Senior - (Public Company Audit Experience) Job Description... ...and/or public accounting, private industry accounting or consulting... ...professionals provide assurance, tax and advisory services for a... ...employees the chance to grow their wealth over time as their shares vest...SeniorPrivateTaxWork at office$310k - $420k
...About the Practice Group Tax lawyers create innovative structures and solve complex... ...corporations, financial institutions, private equity funds, domestic corporations, joint... ...Department is conducting a national search for senior associates with a minimum of 4 years of...SeniorPrivateTax- ...Senior Accountant, Tax Haskell & White is one of the largest independently owned public accounting firms in Southern California, serving a diverse mix of public and private middle-market companies across industries including real estate, technology, life sciences, manufacturing...SeniorPrivateTax
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career... ...in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers...SeniorTaxFull timeH1bLocal areaOverseas$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At... ...to develop and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team...SeniorTaxFull timeH1b- A leading legal recruiting firm is seeking a Senior Associate in Transactional Tax with over 4 years of law firm experience. This role focuses on transactional... ...and cross-border M&A, partnership tax planning, and private equity fund formation. Candidates should be comfortable...SeniorPrivateTax
- ...client is a growing independent wealth management firm dedicated to... ...We are seeking an experienced Private Wealth Advisor who is ready to... ...relationships while partnering with senior leadership to deliver holistic... ...plans, including retirement, tax, estate, insurance, and...PrivateTaxImmediate start
- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert... ...asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term...PrivateTaxWork at office
- ...the Role We are seeking a results‑driven Wealth Advisor to join our growing team. This role... ...transfer, family office services, and tax optimization; identify and prioritize client... ...acquisition in financial services, private banking, or wealth management. Minimum 8–...PrivateTaxPermanent employmentTemporary workWork at office
- ...life, while enabling them to preserve their wealth for future generations, and provide for... ...transfer, family office services and tax optimization* Through a robust discovery... ...client acquisition in financial services, private banking, or wealth management.* Minimum 8...PrivateTaxPermanent employmentTemporary workWork at office
- ...approach to LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional who can work... ...additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank...SeniorPrivateImmediate start
- ...is a leading global ultra‑high‑net‑worth wealth manager that empowers clients to secure their... ...transfer, family office services and tax optimization. Through a robust discovery... ...client acquisition in financial services, private banking, or wealth management. Minimum 8–...PrivateTaxPermanent employmentTemporary workWork at officeFlexible hours
$95k - $130k
...to provide a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize...SeniorPrivateTaxWork at officeLocal areaRemote work2 days per week$205k - $273k
...Senior Private Equity Broker NFP, an Aon company, is a multiple Best Places to Work award winner... ...their most significant risk, workforce, wealth management and retirement challenges... ...benchmarking. Collaborate with legal, tax, and transaction advisors. Coverage...SeniorPrivateTax$196.08k - $407.1k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... .... KPMG is currently seeking a Manager/Senior Manager, Washington National Tax (... ...deliverables, including memorandums, opinions, private letter ruling requests, decks related to...SeniorPrivateTaxLocal area$139.2k - $293.5k
...a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously... ...industry. Job Description: As a Senior Manager in our Tax Accounting Services (... ...to provide audit services to public and private entities while also helping clients reach...SeniorPrivateTaxWork at officeLocal areaRemote workWorldwide$88k - $125k
...ASC 740 Experienced Senior Associate An ASC 740 Experienced Senior Associate is responsible... ...the preparation and review of income tax provisions in accordance with ASC 740,... ...and auditing ASC740 computations for both privately held and publicly traded clients, required...SeniorPrivateTaxWork at office$80k - $110k
...Audit Senior Irvine, CA; Pasadena, CA About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional... ...is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the...SeniorPrivateTaxWork at officeFlexible hours$80k - $110k
...Tax Senior Encino, CA; Pasadena, CA About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25...SeniorPrivateTaxWork at officeLocal areaFlexible hours3 days per week$105k - $117k
...Tax Experienced Senior, Core Tax Services A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying... ...of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services...SeniorPrivateTaxWork at office$116.2k - $212.9k
...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...dynamic FSO team! EY’s FSO tax practice provides... ...specialized facets of hedge fund, private equity fund and mutual fund taxation... ...for review to the partner or senior manager – and consult when necessary...PrivateTaxWork experience placementSummer holidayLocal areaFlexible hours- ...Senior Accounting ManagerThe Senior Accounting Manager is the senior leader of the accounting... ...reporting.Collaborate with Corporate S&U Tax COE to ensure compliance with sales and... ...experience.Experience working with private equity sponsors in a high-growth company...SeniorPrivateTaxContract workLocal area
$99.75k - $262.5k
...Tax Senior Manager, Partnerships As a Tax Senior Manager, Partnerships, you will be responsible for advising clients on the tax implications... ...of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services...SeniorPrivateTaxWork at office$99.75k - $262.5k
Overview As a Tax Senior Manager, Partnerships, you will be responsible for advising clients on the tax implications of their business... ...years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services...SeniorPrivateTaxWork at office$150.7k - $261.8k
...MacArthur Blvd. Job Family Group: Wealth Sales & Service BMO Wealth... ...high-performing wealth and private banking teams, and foster strong... ...appropriate credit and tax-favourable structures to meet... ...portfolio. Makes recommendations to senior leaders on strategy and new initiatives...PrivateTaxLocal area$73.5k - $131.25k
Job Summary As a Tax Senior, Partnerships, you will be responsible for utilizing basic research skills and applying your educational background... ...of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services...SeniorPrivateTaxWork at office
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