Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

Salary Information:


Estimated salary range: $84,980 - $169,650 per year

Job Title:

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

Experience Information:

5+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry

Qualifications:

- Bachelor's degree in accounting, finance, or other business-related field
- 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
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- 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)

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 to the client
- 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

Company:

Deloitte Tax LLP

Department:

Private Wealth Tax practice

Location:

Central Region Office Locations

Benefits:

- Broad range of benefits offered
- Opportunities for professional development and growth
- Inclusive culture that values diversity and empowers employees to make a difference
- Focus on sustainability, equity, and trust in the workplace
- Opportunities for mentorship and leadership development

SEO Friendly Job Title:

Tax Manager, Private Wealth Tax - Investment Management (Central Region)

H1 and H2 Friendly Headings:

H1: Join Deloitte's Private Wealth Tax Practice as a Tax Manager
H2: Deliver Compliance and Consulting Services to High Net Worth Individuals with Deloitte's Private Wealth Team

Bold Headlines:

- Tax Manager Opportunity with Deloitte's Growing Private Wealth Practice
- Lead and Strategize in the Ultra-Affluent Market as a Tax Manager
- Join a Diverse and Inclusive Culture at Deloitte and Make an Impact that Matters
- Expand Your Skills and Grow Professionally at Deloitte through Mentorship and Development Programs

Not specified

Employee benefits including discretionary annual incentive program, professional development opportunities, diversity and inclusion initiatives, and more.

Not specified

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Individual Clients, Trusts, Estates, Family Offices, Investment Vehicles, Charitable Pursuits, Closely-Held Business Concerns, AGI, DNI, Tax Research, Tax Returns, Client Meetings, Tax Planning, Transactions, Training, Mentoring, Supervision, Billing, Profitability Analysis, Marketplace Eminence Building, Pursuits, Fund Accounting, General Ledger Accounting, Project Management, Communication, Interpersonal, Organizational, Research, Writing, Discretionary Annual Incentive Program, Accommodation, Recruiting, Resume Development, Interviewing, Employee Benefits, Diversity, Equity, Inclusion, Creativity, Innovation, Purpose, Impact, Sustainability, Professional Development

Bachelor's degree in accounting, finance, or other business-related field, with preference for advanced degree such as MST, MAcc, JD, or LLM.

Interested candidates can apply through Deloitte's website or through job search engines.

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, 5+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry, 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)

Legal