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

8-8 yrs required

Full-time

No

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

• Tax Senior Manager position in Deloitte's growing Private Wealth practice
• Exciting opportunity for a leader and strategic thinker with extensive knowledge in multiple areas of taxation
• Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses
• Solutions to complex tax issues and knowledge of AGI & DNI required
• Must be able to perform job responsibilities within a hybrid work model, co-locating in person 2-3 days per week
• 8+ years of public accounting experience or equivalent in law firms or industry, with at least 3 years in investment management
• Bachelor's degree in accounting, finance, or other business-related field
• Required accreditation: Licensed CPA in state of practice/primary office or eligible to sit for the CPA, licensed attorney, or enrolled agent
• Preferred: Advanced degree such as MST, MAcc, JD, or LLM; prior Big 4 experience; knowledge of fund accounting and general ledger accounting
• Strong communication, interpersonal, and organizational skills
• Ability to travel up to 25% based on the work, clients, and industries/sectors served
• Wage range: $119,490 to $238,680, with potential for participation in a discretionary annual incentive program
• Deloitte offers a broad range of benefits and values diversity, equity, and inclusion in its culture
• Purpose-driven organization focused on making an impact in clients, people, and communities
• Opportunities for professional development and growth throughout career

Position Summary

Deloitte is looking for a Tax Senior Manager to join their Private Wealth Tax practice. This role requires a leader and strategic thinker with extensive knowledge across multiple areas of taxation. The Senior Manager will be responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses. They will also provide solutions to complex tax issues and must have a strong understanding of AGI & DNI. This is an exciting opportunity to join a growing practice and make a significant impact.

Recruiting for this role ends on June 1, 2024.

What You'll Do

As a Tax Senior Manager, you will perform high-level reviews of tax research and work papers for individual, fiduciary, partnership, closely-held corporations, estate, and gift tax returns. You will also lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors, take on lead client-contact roles, and be involved in marketplace eminence building and pursuits.

The Team

Deloitte'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 more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving.

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
• 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
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
• Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
• Experience reviewing partnership and/or trust documents
• Experience managing projects including scheduling, budgeting, client correspondence, and billing
• 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 experience
• Knowledge of fund accounting and general ledger accounting
• Strong communication, interpersonal, and organizational skills
• Excellent research and writing skills

Salary Information

The wage range for this role takes into account various factors, including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for geographic location, and Deloitte typically does not hire individuals at or near the top of the range for their role. A reasonable estimate of the current range is $119,490 to $238,680.

Deloitte also offers a discretionary annual incentive program, based on individual and organizational performance.

Benefits

Deloitte values its employees and offers a broad range of benefits, including opportunities for professional development and growth.

Our People and Culture

Deloitte's diverse, equitable, and inclusive culture empowers employees to be themselves, contribute their unique perspectives, and make a difference individually and collectively. This enables the organization to leverage different ideas and perspectives and bring more creativity and innovation to solve complex challenges for clients. Deloitte is committed to creating a more equitable society and focuses on sustainability, equity, and trust in its core commitments.

Professional Development

From entry-level employees to senior leaders, Deloitte believes there is always room to learn and grow. They offer opportunities for developing new skills, taking on leadership roles, and connecting and growing through mentorship and formal development programs.

Recruiting Tips

Deloitte wants candidates to feel prepared and confident during the recruiting process. They offer tips for developing a stand-out resume and putting your best foot forward in interviews.

Deloitte

Not specified

Not specified

Not specified

Compliance, Consulting, Tax Planning, Tax Research, Individual Tax, Fiduciary Tax, Partnership Tax, Estate Tax, Gift Tax, AGI, DNI, Client Meetings, Training, Mentoring, Supervising, Billing, Profitability Analysis, Marketplace Eminence Building, Pursuits, Fund Accounting, General Ledger Accounting, Communication, Interpersonal, Organizational, Research, Writing

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

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. btstax
recruiting tips

from developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at deloitte

Qualification and Experience 8+ years of public accounting experience, Bachelor's degree in accounting, finance, or other business-related field, Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Advanced degree (MST, MAcc, JD, LLM)

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