Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

SUMMARY:

- Job title: Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)
- Company: Deloitte
- Location: 29 locations available
- Salary range: $84,980 - $169,650 (not adjusted for location)
- Recruiting deadline: June 1, 2024

POSITION SUMMARY:

- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation
- Responsibilities include delivering compliance and consulting services, handling tax issues, and providing solutions to complex tax issues
- Must have knowledge of AGI & DNI
- Exciting opportunity to join Deloitte's growing Private Wealth practice

WHAT YOU'LL DO:

- Perform high-level reviews of tax research and prepare and 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, billing and profitability analysis, and be involved in marketplace eminence building and pursuits

THE TEAM:

- Deloitte Tax LLP's Private Wealth team focuses on the specialized needs of the ultra-affluent
- Provides comprehensive, independent, and objective wealth transfer planning advice

QUALIFICATIONS:

Required:

- Ability to work in a hybrid model that requires US Tax professionals to co-locate in person 2-3 days per week
- 5+ 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
- One of the following accreditations obtained: Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP)
- 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
- Experience reviewing partnership and/or trust documents
- Experience managing projects and strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

BENEFITS:

- Broad range of benefits offered to employees
- Opportunities for professional development and growth through mentorship and formal development programs

OUR PEOPLE AND CULTURE:

- Diverse, equitable, and inclusive culture that empowers individuals to contribute their unique perspectives and make a difference
- Focus on sustainability, equity, and trust as core commitments

OUR PURPOSE:

- To make an impact that matters for clients, people, and communities
- Focusing on advancing sustainability, equity, and trust in our work

PROFESSIONAL DEVELOPMENT:

- Opportunities for employees at all levels to continue learning and growing throughout their career

DISCLAIMER:

- "Deloitte" refers to Deloitte Tax LLP, a subsidiary of Deloitte LLP
- 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
- Requisition code: 164890

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Leadership, Strategic thinking, Taxation, Compliance, Consulting, Client services, Trusts, Estates, Family offices, Investment vehicles, Charitable pursuits, Closely-held business concerns, Tax issues, AGI, DNI, Tax research, Tax returns, Client meetings, Tax planning, Transactions, Training, Mentoring, Supervision, Marketplace eminence building, Pursuits, Wealth transfer planning, Wealth management, Financial planning, Business and investment needs, Family legacy, Charitable giving, Estate planning, Project management, Scheduling, Budgeting, Client correspondence, Billing, Communication, Interpersonal skills, Organizational skills, Research, Writing

Bachelor's degree in accounting, finance, or other business-related field, Advanced degree (MST, MAcc, JD, LLM)

Apply through Deloitte's website

Qualification and Experience 5+ years of public accounting experience, Bachelor's degree in accounting, finance, or other business-related field, CPA, Attorney, Enrolled Agent, CFA, CFP, Advanced degree (MST, MAcc, JD, LLM)

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