Tax Senior Manager - Investment Management - Private Wealth

8-8 yrs required

Full-time

No

# Tax Senior Manager - Investment Management - Private Wealth

## Position Summary

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered “Yes!” to these questions, we need to talk about a career with Deloitte’s growing Private Wealth practice!

## What you’ll do

As a Tax Senior Manager in our Private Wealth Tax practice, you will:
* 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 to the client
* Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
* Begin taking on lead client-contact roles, and billing and profitability analysis, on engagements
* Begin to be involved in marketplace eminence building and pursuits

## The Team

At Deloitte Tax LLP, our 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. We provide comprehensive, independent, and objective wealth transfer 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]().

## Qualifications

**Required**
* 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
* 8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry
* One of the following accreditations obtained:
* Licensed CPA in state of practice/primary office if eligible to sit for the CPA
* If not CPA eligible:
* Licensed attorney
* Enrolled Agent
* Certifications:
* Chartered Financial Advisor (CFA)
* Certified Financial Planner (CFP)
* Bachelor's degree in accounting, finance, or other business-related field
* 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
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

**Preferred**
* Advanced degree such as MST, MAcc, JD, or LLM
* Prior Big 4 or large CPA firm experience
* Knowledge of fund accounting and general ledger accounting

## Salary

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $119,490 to $272,090.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

## Other Benefits

Deloitte offers a variety of benefits to its employees, including:

* Recruiting tips from Deloitte recruiters to help you stand out
* A broad range of benefits for employees and their families
* An equitable, diverse, and inclusive culture that empowers employees to be who they are, contribute their unique perspectives, and make a difference individually and collectively
* Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
* Formal development programs to help employees continue to grow throughout their career
* Deloitte's purpose to make an impact that matters for our clients, our people, and in our communities

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.

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, or any

Diverse, equitable, and inclusive culture, opportunity to build new skills, take on leadership opportunities, and connect and grow through mentorship, on-the-job learning experiences, formal development programs

Ability to perform job responsibilities within a hybrid work model, 8+ years of public accounting experience, one of the following accreditations obtained, experience reviewing partnership and/or trust documents, experience managing projects, strong communication, interpersonal, and organizational skills, excellent research and writing skills, knowledge of fund accounting and general ledger accounting, advanced degree such as MST, MAcc, JD, or LLM, prior Big 4 or large CPA firm experience

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

Learn more about Deloitte Private Wealth Tax Services and check out recruiting tips from Deloitte recruiters, learn more about what working at Deloitte can mean for you, learn more about our inclusive culture, learn more about Deloitte's purpose, commitments, and impact, learn more about our people and culture, learn more about professional development

Qualification and Experience Licensed CPA in state of practice/primary office, licensed attorney, enrolled agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Bachelor's degree in accounting, finance, or other business-related field

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