Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

Tax Manager, Investment Management, Private Wealth (Central Region Office Locations) - Salary Information

- Position Summary: Seeking a leader and strategic thinker with extensive taxation knowledge for a Tax Manager role in Deloitte's Private Wealth practice. The ideal candidate will have experience in multiple areas of taxation and be able to deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns.
- Salary Range: The wage range for this role is $84,980 to $169,650, taking into account factors such as skill sets, experience, licensure and certifications, and other business and organizational needs.
- Job Title: Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)
- Experience: 5+ years of public accounting experience (with at least 3 years in investment management) or equivalent in law firms or industry.
- Recruiting Deadline: Recruitment for this role ends on June 1, 2024.
- Job Location: This job is available in 29 locations across the US.
- Hybrid Work Model: 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.
- Responsibilities:
- Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns.
- Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions.
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors.
- Take on lead client-contact roles, billing and profitability analysis, and be involved in marketplace eminence building and pursuits.
- The Team: Deloitte Tax LLP's Private Wealth team specializes in the needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. They provide comprehensive, independent, and objective wealth transfer planning advice to help clients make informed decisions about their personal finances, business and investment needs, family legacy, and charitable giving.
- Qualifications:
- Bachelor's degree in accounting, finance, or other business-related field.
- One of the following accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
- Licensed attorney.
- Enrolled Agent.
- Certifications:
- Chartered Financial Advisor (CFA).
- Certified Financial Planner (CFP).
- Ability to travel up to 25% based on the work you do and the clients and industries/sectors you serve.
- Preferred Qualifications:
- Advanced degree such as MST, MAcc, JD, or LLM.
- Prior Big 4 experience.
- Knowledge of fund accounting and general ledger accounting.
- Experience reviewing partnership and/or trust documents.
- Experience managing projects including scheduling, budgeting, client correspondence, and billing.
- Strong communication, interpersonal, and organizational skills.
- Excellent research and writing skills.
- Recruiting Tips: From developing a standout resume to putting your best foot forward in the interview, Deloitte offers recruiting tips to help you feel prepared and confident as you explore opportunities with the company.
- Benefits: Deloitte values its people and offers a broad range of benefits. Learn more about what working at Deloitte can mean for you.
- Our People and Culture: Deloitte's diverse, equitable, and inclusive culture empowers its people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. This makes Deloitte one of the most rewarding places to work. Learn more about the company's inclusive culture.
- Our Purpose: Deloitte's purpose is to make an impact that matters for its clients, people, and communities. The company is committed to advancing sustainability, equity, and trust in all aspects of its work. Learn more about Deloitte's purpose, commitments, and impact.
- Professional Development: Deloitte offers opportunities for employees at all levels to continue learning and growing in their careers, from on-the-job experiences to formal development programs.
- Requisition Code: 164890
- About Deloitte: As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
- Equal Opportunity Employer: Deloitte is an equal opportunity employer, and 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, in accordance with applicable law.

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Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Individual Tax, Fiduciary Tax, Partnership Tax, Corporate Tax, Estate Tax, Gift Tax, AGI, DNI, Tax Research, Client Meetings, Tax Planning, Transaction Tax, Training, Mentoring, Supervision, Client-Contact, Billing, Profitability Analysis, Marketplace Eminence Building, Pursuits, Wealth Transfer Planning, Wealth Management, Financial Planning, Fund Accounting, General Ledger Accounting, Project Management, Communication, Interpersonal, Organizational, Research, Writing

Bachelor's degree in accounting, finance, or other business-related field, advanced degree preferred.

Interested candidates should apply through the Deloitte website.

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor, Certified Financial Planner, Advanced degree such as MST, MAcc, JD, or LLM

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