Senior Tax Advisor - High Net Worth Returns

Deloitte France; Richmond (VA); On-site; USD 75,000 - 153,000; Full time

Job summary

Deloitte Tax LLP seeks a Tax Senior for the Individual Tax Services - High Net Worth group to prepare and review complex federal, state, and local returns for high-net-worth individuals, families, trusts, and estates. You will deliver tax projections, engage with clients and advisors, and coordinate with specialists to ensure accurate and timely deliverables.

The role emphasizes technical tax delivery, research, and quality review with opportunities to contribute to process improvements across

Qualifications

• Bachelor's degree required in accounting, finance, business administration, or related field.
• 3+ years of progressive experience in individual tax compliance including complex returns.
• Experience serving high-net-worth individuals, families, trusts, estates, or private clients.
• Strong knowledge of individual taxation with experience in Form 1040 and related filings.
• Willingness to travel up to 5% as needed.
• Limited immigration sponsorship may be available.
• CPA eligible: CPA licensed or eligible; or licensed 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 Forms 1040, 709, 706, 1041, and related state filings as applicable.
• Analyze complex tax issues involving gifts, trusts, estate and wealth transfer, investments, or multistate matters.
• Conduct detailed technical reviews to identify errors and opportunities for improved tax outcomes.
• Research tax questions and document conclusions using technical resources.
• Prepare client deliverables, supporting schedules, tax projections, estimates, and correspondence.
• Interact with clients and advisors to obtain information and resolve open items.
• Coordinate with specialists in gift/estate tax, international tax, and other areas as needed.
• Manage multiple engagements, monitor deadlines, and escalate issues when needed.

Skills

Technical tax delivery

Tax research and analysis

Quality and review

Client communication

Delivery execution

Collaboration

Education

Bachelor's degree in Accounting, Finance, Business Administration, or related field

Tools

Excel

PowerPoint

CCH tax software

Job description

Deloitte Tax LLP seeks a Tax Senior for the Individual Tax Services - High Net Worth group to prepare and review complex federal, state, and local returns for high-net-worth individuals, families, trusts, and estates. You will deliver tax projections, engage with clients and advisors, and coordinate with specialists to ensure accurate and timely deliverables.

The role emphasizes technical tax delivery, research, and quality review with opportunities to contribute to process improvements across