Role Description
This is a seasonal opportunity expected for the Spring 2027 (January - April) or other mutually agreeable period. Extensions may be available upon mutual agreement. Remote opportunities available.
The role is designed for an experienced tax professional who can quickly assume responsibility for complex client deliverables, manage competing deadlines, and support high-quality outcomes during peak season.
Recruiting for this role will end on January 31, 2027.
Work youβll do
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Own delivery for assigned client engagements from planning through completion of seasonal deliverables.
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Review complex individual and gift tax returns, workpapers, and related deliverables for accuracy and completeness.
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Track filing, review, and client milestones; identify risks early and escalate blockers.
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Resolve review notes and coordinate with specialists to meet agreed deadlines.
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Maintain clear communication with clients, advisors, engagement leaders, and team members.
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Manage team assignments, workload, and priorities during peak periods.
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Provide focused coaching and real-time feedback to tax professionals supporting assigned work.
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Monitor engagement scope, budgets, and open items, escalating issues that may affect delivery.
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Prepare clear handoff documentation and status updates for any work continuing beyond the seasonal assignment.
Qualifications
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Bachelorβs Degree in Accounting, Finance, Business Administration or other relevant degree.
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5+ years of experience in individual tax compliance and planning, with exposure to high-net-worth individuals and gifts.
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Strong technical knowledge of high-net-worth taxation, including experience reviewing complex individual and gift tax returns.
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Demonstrated ability to serve as a trusted client advisor, communicate complex tax matters clearly, and build relationships with high-net-worth clients and their advisors.
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Ability to ramp up quickly and contribute effectively in a seasonal, deadline-driven environment.
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Demonstrated ability to manage high-volume work while maintaining quality and attention to detail.
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Availability to support peak-season deadlines and changing priorities.
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Ability to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serve.
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Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
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One of the following active accreditations obtained:
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Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
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If not CPA eligible: Licensed Attorney or Enrolled Agent.
Requirements
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Completion of assigned tax returns and deliverables by agreed deadlines.
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Timely resolution of review notes, client requests, and technical issues.
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High-quality, well-documented work requiring minimal rework.
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Early identification and escalation of delivery, staffing, or scope risks.
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Consistent visibility into engagement status, workload, and open items.
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Effective coordination across clients, advisors, specialists, and tax teams.
Benefits
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At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.
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Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively.
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We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship.