Senior Tax Advisor — High-Net-Worth & Estates

Deloitte France; Boston (MA); On-site; USD 75,000 - 153,000; Full time

Job summary

Deloitte Tax LLP is seeking a Tax Senior to support our Individual Tax Services – High Net Worth group in Boston, MA. You will prepare and review complex returns, workpapers, and related filings for high-net-worth clients, and coordinate with specialists across gift, estate, and international tax areas.

You will lead multiple engagements, review work, and deliver clear client deliverables while upholding high-quality standards. Travel up to 5% may be required.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• 3+ years of progressive experience in individual tax compliance.
• Experience supporting high-net-worth individuals, families, trusts, estates.
• Strong knowledge of individual taxation and complex Form 1040 workpapers.
• Exposure to gift, estate, trust, wealth transfer, investment, or multistate tax matters.
• Ability to research tax issues and document conclusions.
• Proven experience managing multiple tax engagements and deadlines.
• Ability to communicate tax matters clearly with clients and team.
• Willingness to travel up to 5%.
• Accreditation options: CPA, Attorney, or Enrolled Agent.

Responsibilities

• 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 Form 1040, 709, 706, 1041, and related filings.
• Analyze complex tax issues involving gifts, trusts, estate and wealth transfer matters.
• Perform detailed technical reviews to identify errors and improve outcomes.
• Research tax questions and document conclusions using technical resources.
• Prepare client deliverables, schedules, projections, estimates, and correspondence.
• Coordinate with specialists in gift/estate tax, international tax, state/local tax, and investments.
• Manage workstreams, deadlines, and engagement status; provide feedback on work quality.

Skills

Technical tax delivery

Tax research

Quality and review

Client communication

Delivery execution

Collaboration

Education

Bachelor's degree in Accounting/Finance/Business

Master's degree (preferred)

CPA/Attorney/Enrolled Agent accreditation

Tools

Excel

PowerPoint

CCH tax software

Job description

Deloitte Tax LLP is seeking a Tax Senior to support our Individual Tax Services – High Net Worth group in Boston, MA. You will prepare and review complex returns, workpapers, and related filings for high-net-worth clients, and coordinate with specialists across gift, estate, and international tax areas.

You will lead multiple engagements, review work, and deliver clear client deliverables while upholding high-quality standards. Travel up to 5% may be required.