Tax Senior - Private Wealth

Deloitte France; Kansas City (MO); On-site; USD 75,000 - 153,000; Full time

Benefits offered by this job

Discretionary annual incentive program

Hybrid work model

Job summary

Deloitte Tax LLP, Private Wealth practice, seeks a Tax Senior to advise on compliance and consulting for ultra-affluent clients across individuals, fiduciaries, trusts, and estates. You will review tax research, prepare returns, and contribute to planning opportunities while building client relationships and leading project work.

The role emphasizes technical excellence, collaboration, and the ability to manage multiple tasks in a dynamic environment with hybrid US work in a travel-enabled

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• 3+ years' experience providing tax planning or preparing client work papers and income tax returns.
• Licenses/credentials: CPA, Attorney, EA, CFA, CFP, or related accreditation; willingness to obtain if not held.
• Experience reviewing trust documents and using Excel/compliance software.

Responsibilities

• Review tax research and workpapers; assist with tax return preparation and client meetings.
• Support tax planning opportunities and explain implications of transactions.
• Collaborate with teams to deliver compliant, high-quality client work.

Skills

Independent work

Team collaboration

Communication skills

Attention to detail

Relationship building

Project leadership

Multitasking

Interpersonal skills

Meeting deadlines

Education

Bachelor's degree in accounting/finance

Tools

Microsoft Excel

Compliance software

Job description

Are you a trusted tax leader who enjoys solving complex problems, building client relationships, and developing talent? Do you bring deep technical knowledge across multiple areas of taxation and thrive in a role where you can advise clients on both compliance and consulting matters? Are you energized by working with individuals, trusts, estates, family offices, investment vehicles, charitable entities, and closely held businesses? If so, Deloitte's growing Private Wealth practice may be the right fit for you.

Recruiting for this role ends on May 31, 2027.

Work You'll Do

As a Tax Senior in our Private Wealth Tax practice, you'll work on sophisticated engagements that span individual, fiduciary, partnership, closely held corporation, estate, and gift tax matters. In this role, you'll review tax research and workpapers, support the preparation of tax returns, and help prepare for client meetings tied to compliance and consulting projects. You'll also contribute to tax planning opportunities and help clients understand the implications of important transactions.

A successful candidate would possess these skills:

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to provide clear guidance to others

The Team

At Deloitte Tax LLP, our Private Wealth team supports ultra-affluent families, entrepreneurs, family offices, and closely held business owners with highly specialized tax and wealth transfer planning needs. We help clients navigate complex decisions with objective, independent advice that supports their business goals, investment strategies, family legacy, and charitable priorities-today and for future generations. Learn more about Deloitte Business Tax Services .

Qualifications

Required

• Bachelor's degree in accounting, finance, or other business-related field
• 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
• One of the following active accreditations obtained, in process, or willing and 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
• Certifications:
• Chartered Financial Advisor (CFA)
• Certified Financial Planner (CFP)
• Experience reviewing trust documents
• Excellent technology (i.e., Microsoft Excel and compliance software)
• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
• Ability to travel up to 25%, 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, JD, or LLM
• Prior Big 4 experience
• Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills.
• Experience articulating conclusions, planning opportunities, and risks identified through research projects

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.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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.