Tax Consultant II - Investment Management - Private Wealth Tax

Company: Deloitte
Location: Omaha
Posted on: June 24, 2022

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!

What you'll do

As a Tax Consultant II 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 and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. 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, 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:

• 1+ years experience providing tax planning services or preparing and reviewing client work papers and income tax returns
• 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
    • Bachelor's degree in accounting, finance, or other business-related field
    • Experience managing projects including scheduling, budgeting, client correspondence, and billing
    • Experience reviewing trust documents
    • Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills
    • Strong communication, interpersonal, and organizational skills
    • Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects
    • Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
    • Limited immigration sponsorship may be available
      Preferred
      
      • Advanced degree such as MST, MAcc, JD, or LLM
      • Prior Big 4 experience
      • Experience reviewing partnership and/or trust documents
        btstax

Keywords: Deloitte, Omaha , Tax Consultant II - Investment Management - Private Wealth Tax, Accounting, Auditing , Omaha, Nebraska