Tax Manager-Investment Mgmt-Private Wealth

5-5 yrs required

Full-time

No

Job Title: Tax Manager - Private Wealth
Experience: 5+ years of public accounting experience (3 years in investment management preferred)
Location: Multiple locations in the East Region (see below for full list)
Salary Range: $84,980 to $193,440 (may vary based on experience, certifications, and other factors)

Position Summary:
- Seeking a leader and strategic thinker with extensive knowledge in various areas of taxation
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, and investment vehicles, among others
- Will handle complex tax issues and provide solutions to clients
- Must have a thorough understanding of AGI and DNI
- Opportunity for career growth within Deloitte's Private Wealth practice

What You'll Do:
- Perform high-level reviews of tax research and work papers for individual, fiduciary, partnership, closely-held corporations, estate, and gift tax returns
- Lead client meetings on compliance and consulting projects, providing tax planning opportunities and advice on the tax implications of transactions
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles, handle billing and profitability analysis, and participate in marketplace eminence building and pursuits

The Team:
- Deloitte Tax LLP's 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
- Provides comprehensive, independent, and objective wealth transfer planning advice
- Helps clients make informed, strategic decisions related to their personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications:
Required:
- Must be able to work in a hybrid model that requires co-location in person 2-3 days per week
- Up to 25% travel may be required, depending on the work, clients, and industries/sectors served
- 5+ years of public accounting experience (minimum 3 years in investment management)
- One of the following accreditations: CPA, licensed attorney, enrolled agent, Chartered Financial Advisor (CFA), or 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

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

Benefits:
- Deloitte offers a broad range of benefits to its employees
- Opportunities for professional development, including mentorship and formal development programs
- Inclusive culture that values diversity and empowers individuals to make an impact
- Commitment to sustainability, equity, and trust in our communities

H1 and H2 Headings:

H1: Tax Manager - Private Wealth at Deloitte

H2: Join Our Growing Private Wealth Practice

H2: Opportunity for Career Growth

H2: What You'll Do

H2: The Team at Deloitte Tax LLP

H2: Qualifications for the Role

H2: Benefits of Working at Deloitte

H2: Our Inclusive Culture and Commitment to Making an Impact

H2: Professional Development Opportunities

H2: Learn More and Apply Today!

Bullet Points:

- Seeking leader with extensive knowledge in various areas of taxation for Tax Manager - Private Wealth role at Deloitte
- Deliver compliance and consulting services to individual clients, trusts, estates, and investment vehicles
- Must have understanding of AGI and DNI and ability to handle complex tax issues
- Opportunity for career growth within Deloitte's Private Wealth practice
- Perform high-level reviews of tax research and work papers, lead client meetings, and train and mentor team members
- Deloitte Tax LLP's Private Wealth team focuses on specialized needs of ultra-affluent clients
- Provides comprehensive wealth transfer planning advice
- Required qualifications include 5+ years of public accounting experience and one of the following accreditations: CPA, licensed attorney, enrolled agent, CFA, or CFP
- Deloitte offers a broad range of benefits and opportunities for professional development
- Inclusive culture that values diversity and making an impact in our communities

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Strategic thinking, Leadership, Taxation, Compliance, Consulting, Individual clients, 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, Billing, Profitability analysis, Marketplace eminence building, Pursuits, Wealth transfer planning, Independent, Objective, Personal financial comfort, Business and investment needs, Family legacy, Charitable giving, Estate planning, Hybrid work model, Travel, Public accounting, Investment management, CPA, Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Bachelor's degree, Partnership documents, Trust documents, Project management, Communication, Interpersonal, Organizational, Research, Writing, Advanced degree, MST, MAcc, JD, LLM, Big 4, CPA firm, Fund accounting, General ledger accounting.

Bachelor's degree in accounting, finance, or other business-related field. Advanced degree such as MST, MAcc, JD, or LLM preferred.

Interested candidates can apply through the company's website or through a job search engine.

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). One of the following accreditations obtained Licensed CPA in state of practice/primary office if eligible to sit for the CPA. Licensed attorney. Enrolled Agent. Certifications Chartered Financial Advisor (CFA). Certified Financial Planner (CFP).

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