Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth

8-8 yrs required

Full-time

No

SEO Friendly Job Title: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region)

H1: Join Deloitte's Private Wealth Tax Team as a Tax Senior Manager

H2: Are You a Strategic Thinker with Extensive Taxation Knowledge?

Bold Headlines:

- Opportunity to Lead and Strategize in Multiple Areas of Taxation
- Deliver Compliance and Consulting Services to Individual Clients
- Extensive Knowledge of AGI & DNI is a Plus
- Join a Growing Practice at Deloitte
- Private Wealth Tax Position Available in 29 Locations

Position Summary:

Deloitte is currently seeking a Tax Senior Manager for their Private Wealth Tax practice. The ideal candidate is a leader and strategic thinker with extensive knowledge in various areas of taxation. They will excel at delivering compliance and consulting services to individual clients, trusts, estates, family offices, investment vehicles, and closely-held business concerns. The role also involves providing solutions to complex tax issues and being actively involved in marketplace eminence building and pursuits.

Recruiting for this role ends on June 1, 2025.

What You'll Do:

- Perform high-level reviews of tax research and tax returns
- Lead client meetings on compliance and consulting projects
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles and billing and profitability analysis on engagements
- Be involved in marketplace eminence building and pursuits

The Team:

Deloitte's Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. The team provides comprehensive, independent, and objective wealth transfer planning advice to clients, helping them make strategic decisions related to their personal financial comfort, business and investment needs, family legacy, and charitable giving.

Qualifications:

Required:

- Ability to work in a hybrid work model with US Tax professionals co-locating in person 2-3 days per week
- 8+ years of experience in public accounting (at least 3 years in investment management) or equivalent in law firms or industry
- Bachelor's degree in accounting, finance, or other business-related field
- Active accreditation such as CPA, attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP)
- Experience reviewing partnership and/or trust documents
- Experience managing projects, including scheduling, budgeting, client correspondence, and billing
- Ability to travel up to 25% on average

Preferred:

- Advanced degree such as MST, MAcc, JD, or LLM
- Prior Big 4 experience
- Knowledge of fund accounting and general ledger accounting
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

Salary Information:

The wage range for this role is $119,490 to $238,680, taking into account various factors such as skill sets, experience, training, licensure, and certifications. Compensation decisions are also based on organizational needs and are not typically at the top of the range for the role.

Recruiting Tips:

Deloitte offers valuable recruiting tips for candidates, from developing a stand-out resume to preparing for interviews.

Benefits:

Deloitte values its people and offers employees a broad range of benefits.

Our People and Culture:

Deloitte's diverse, equitable, and inclusive culture empowers its people to be who they are and contribute their unique perspectives. This enables the company to leverage different ideas and perspectives and bring more creativity and innovation to solving complex challenges for clients.

Our Purpose:

Deloitte's purpose is to make an impact that matters for clients, people, and communities. The company is committed to creating trust and confidence in a more equitable society.

Professional Development:

Deloitte offers opportunities for employees at all levels to continue learning and growing. From on-the-job training to formal development programs and mentorship, there are various opportunities for professional development throughout one's career at Deloitte.

Disability Accommodations:

Deloitte offers assistance for disabled applicants.

Deloitte Tax LLP Requisition Code: 182216

Not specified

Not specified

Not specified

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Individual Tax, Fiduciary Tax, Partnership Tax, Closely-Held Corporation Tax, Estate Tax, Gift Tax, Tax Research, Tax Returns, Client Meetings, Tax Planning, Tax Implications, Training, Mentoring, Supervision, Client-Contact, Billing, Profitability Analysis, Marketplace Eminence Building, Pursuits, Fund Accounting, General Ledger Accounting, Communication, Interpersonal Skills, Organizational Skills, Research, Writing.

Bachelor's degree in Accounting, Finance, or other business-related field, Advanced degree (preferred).

additionally, you will train, mentor, and supervise new and experienced tax consultants and tax seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits. information for applicants with a need for accommodation:



btstax
recruiting tips

from developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at deloitte

Qualification and Experience 8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry, Bachelor's degree in Accounting, Finance, or other business-related field, Licensed CPA in state of practice/primary office if eligible to sit for the CPA or licensed attorney, enrolled agent, or certified financial advisor (CFA) or certified financial planner (CFP), Experience reviewing partnership and/or trust documents, Experience managing projects, Ability to travel up to 25%.

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