nnAt Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, and closely-held business owners.
We provide comprehensive, independent, and objective wealth 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.nn nnQualificationsRequirednn nnBachelors degree in accounting, business, finance or other business-related field5+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industryCPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, enrolled agent, or other appropriate certification (or in the process of obtaining)Experience reviewing partnership and/or trust documentsExperience managing projects including scheduling, budgeting, client correspondence, and billingTravel up to 10% (While 10% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice)Limited immigration sponsorship may be availablenn nnPreferrednn nnAdvanced degree such as MST, MAcc, JD, or LLMPrevious Big 4, CPA firm experience or law firm experienceKnowledge of fund accounting and general ledger accountingStrong communication, interpersonal, and organizational skillsExcellent research and writing skillsnn