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

8-8 yrs required

Full-time

No

H1: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
H2: Join Deloitte's Private Wealth Tax Practice

Summary:

- Seeking a Tax Senior Manager for Deloitte's Private Wealth practice, focused on the specialized needs of the ultra-affluent.
- This role involves providing comprehensive, independent, and objective wealth transfer planning advice to clients.
- The ideal candidate will have 8+ years of public accounting experience, with at least 3 years in investment management, or equivalent experience in law firms or industry.
- Bachelor's degree in accounting, finance, or other business-related field is required.
- Must have active accreditations such as CPA, attorney, enrolled agent, or certifications like CFA or CFP.
- Experience in reviewing partnership and/or trust documents, managing projects, and ability to travel up to 25% is preferred.
- Advanced degree and prior Big 4 experience is a plus.
- Strong communication, interpersonal, and organizational skills, along with excellent research and writing skills, are highly valued.
- The wage range for this role is estimated to be $119,490 to $238,680, with potential for a discretionary annual incentive program.
- At Deloitte, diversity, equity, and inclusion are core values that empower employees to bring their unique perspectives and make a difference.
- Deloitte's purpose is to make an impact that matters for clients, employees, and communities.
- The company offers opportunities for professional development, from on-the-job learning experiences to formal development programs.
- This posting is for Deloitte Tax LLP, a subsidiary of Deloitte LLP, 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.

SEO-friendly job title: Tax Senior Manager - Private Wealth Practice at Deloitte

H1: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)

H2: Join Deloitte's Growing Private Wealth Practice

Bullet points:

- Seeking a Tax Senior Manager for Deloitte's Private Wealth practice, focused on the specialized needs of the ultra-affluent.
- This role involves providing comprehensive, independent, and objective wealth transfer planning advice to clients.
- Ideal candidate has 8+ years of public accounting experience, with at least 3 years in investment management, or equivalent experience in law firms or industry.
- Bachelor's degree in accounting, finance, or other business-related field is required.
- Must have active accreditations such as CPA, attorney, enrolled agent, or certifications like CFA or CFP.
- Experience in reviewing partnership and/or trust documents, managing projects, and ability to travel up to 25% is preferred.
- Advanced degree and prior Big 4 experience is a plus.
- Strong communication, interpersonal, and organizational skills, along with excellent research and writing skills, are highly valued.
- Wage range estimated to be $119,490 to $238,680, with potential for a discretionary annual incentive program.
- At Deloitte, diversity, equity, and inclusion are core values that empower employees to bring their unique perspectives and make a difference.
- Deloitte's purpose is to make an impact that matters for clients, employees, and communities.
- Company offers opportunities for professional development, from on-the-job learning experiences to formal development programs.
- This posting is for Deloitte Tax LLP, a subsidiary of Deloitte LLP, 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.

SEO-friendly job title: Tax Senior Manager - Private Wealth Practice at Deloitte

H1: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)

H2: Join Deloitte's Growing Private Wealth Practice

Bold headlines:

- TAX SENIOR MANAGER: Join Deloitte's Private Wealth Practice
- Strategic Thinker with Extensive Knowledge Across Multiple Areas of Taxation
- Deliver Compliance and Consulting Services to Ultra-Affluent Clients
- Exciting Career Opportunity in Deloitte's Growing Private Wealth Practice
- Recruiting for this Role Ends on June 1, 2025
- What You'll Do as a Tax Senior Manager at Deloitte
- Training, Mentoring, and Supervising New and Experienced Tax Professionals
- Begin Taking on Lead Client-Contact Roles and Billing and Profitability Analysis
- Involved in Marketplace Eminence Building and Pursuits
- The Team: Focused on the Specialized Needs of the Ultra-Affluent
- Comprehensive, Independent, and Objective Wealth Transfer Planning Advice
- Qualifications Required for Tax Senior Manager Role at Deloitte
- Preferred Qualifications for Tax Senior Manager Role at Deloitte
- Benefits of Working at Deloitte
- Our People and Culture: Empowering Diversity, Equity, and Inclusion
- Deloitte's Purpose: Making an Impact that Matters for Clients, Employees, and Communities
- Professional Development Opportunities at Deloitte
- Join 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

Not specified.

Not specified.

Not specified.

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Problem Solving, Communication, Interpersonal, Organizational, Research, Writing, Project Management, Budgeting, Client Correspondence, Billing, Travel.

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

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:



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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, Active accreditations (CPA, Attorney, Enrolled Agent, CFA, CFP), Experience with partnership and/or trust documents, Prior Big 4 experience, Knowledge of fund accounting and general ledger accounting, Strong communication, interpersonal, and organizational skills, Excellent research and writing skills.

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