Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth

Position Summary

Are you a tax professional who enjoys solving complex tax issues and delivering high-quality compliance work for high-net-worth individuals and families? Do you have strong experience preparing and reviewing individual tax returns, including matters involving gifts, trusts, estates, or wealth transfer? If so, this Tax Senior opportunity within Deloitte Tax may be a strong fit.

Recruiting for this role will end on May 31, 2027.

Work you'll do

As a Deloitte Tax Senior supporting our Individual Tax Services - High Net Worth group, you will:

• Prepare and review complex federal, state, and local individual tax returns and related workpapers.
• Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates.
• Prepare and review applicable tax forms, including Forms 1040, 709, 706, 1041, and related state filings, as applicable.
• Analyze complex tax issues involving gifts, trusts, estate and wealth transfer matters, investments, pass-through entities, and multistate considerations.
• Perform detailed technical reviews to identify errors, missing information, inconsistencies, and opportunities for improved tax outcomes.
• Research tax questions and document conclusions using appropriate technical resources.
• Prepare clear client deliverables, supporting schedules, tax projections, estimates, and correspondence.
• Work directly with clients and their advisors to obtain information, clarify tax matters, and resolve open items.
• Coordinate with specialists in areas such as gift and estate tax, international tax, state and local tax, and investment taxation when needed.
• Manage assigned workstreams, monitor deadlines, escalate issues early, and maintain accurate engagement status.
• Contribute to process improvements, tax technology adoption, and consistent delivery across engagements.
• Review work prepared by less-experienced professionals and provide clear, timely feedback focused on technical quality.

A successful candidate will possess the following skills:

• Technical tax delivery: Demonstrates strong knowledge of individual tax compliance and can prepare and review complex returns and supporting workpapers.
• Tax research and analysis: Identifies relevant tax issues, researches technical questions, and applies conclusions accurately to client situations.
• Quality and review: Performs thorough reviews, identifies potential errors or risks, and maintains high standards for accuracy and documentation.
• Client communication: Communicates clearly and professionally with clients, advisors, engagement leaders, and specialists.
• Delivery execution: Manages multiple assignments and deadlines, prioritizes effectively, and escalates issues when additional support is needed.
• Collaboration: Works effectively with engagement teams and subject-matter specialists without requiring direct people-management responsibilities.

The Team

At Deloitte Tax LLP, our Individual Tax Services professionals support high-net-worth individuals, families, trusts, and estates with complex tax compliance and planning needs. The team works across federal, state, and local tax matters, including individual income tax, gift and estate tax, wealth transfer, investment, and multistate considerations.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, Business Administration, or another relevant field.
• 3+ years of progressive experience in individual tax compliance, including preparation and review of complex tax returns.
• Experience supporting high-net-worth individuals, families, trusts, estates, or private clients.
• Strong technical knowledge of individual taxation, with experience preparing or reviewing complex Forms 1040 and related filings.
• Exposure to gift, estate, trust, wealth transfer, investment, or multistate tax matters.
• Demonstrated ability to research tax issues, prepare supporting workpapers, identify technical issues, and document conclusions.
• Proven experience managing multiple tax engagements, deadlines, and client information requests.
• Ability to communicate tax matters clearly with clients, advisors, and engagement professionals.
• Ability to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serve.
• Limited immigration sponsorship may be available.
• One of the following active accreditations obtained:
• Licensed CPA in the state of practice/primary office, if eligible to sit for the CPA.
• If not CPA eligible: Licensed Attorney or Enrolled Agent.

Preferred

• Master's degree or equivalent in a related field.
• Strong attention to detail and commitment to accurate, high-quality tax deliverables.
• Experience preparing or reviewing gift, estate, or fiduciary income tax returns.
• Experience with Forms 709, 706, or 1041.
• Experience serving high-net-worth individuals, families, trusts, estates, or private clients.
• Experience with tax projections, estimated tax calculations, or multistate individual tax filings.
• Proficiency with Excel and PowerPoint.
• Experience with CCH tax technology, tax workflow tools, or similar tax software.
• Experience reviewing work and providing technical feedback to less-experienced professionals.

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.

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 USTalentCICInbox@deloitte.com.

Recruiting tips

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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.

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

Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers

Requisition code: 366997

Job ID 366997