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

8-8 yrs required

Full-time

No

SEO-friendly job title: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)

H1 heading: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth

H2 heading: Join Deloitte's Growing Private Wealth Practice as a Tax Senior Manager

Bold headlines: Leader and Strategic Thinker | Deliver Compliance and Consulting Services | Private Wealth Tax Practice | Career with Deloitte | Recruiting Tips | Benefits | Our People and Culture | Our Purpose | Professional Development

Company: Deloitte

Department: Private Wealth Tax Services

Salary: $119,490 to $238,680 (range estimate based on various factors)

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

Experience: 8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry

Location: 29 locations available

Position Summary:

- Seeking a leader and strategic thinker with extensive knowledge across multiple areas of taxation
- Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses
- Provide solutions to complex tax issues and excel at understanding AGI & DNI
- Join Deloitte's growing Private Wealth practice

Responsibilities:

- Perform high-level reviews of tax research and work papers for individual, fiduciary, partnership, closely-held corporations, estate, and gift taxes
- Lead client meetings on compliance and consulting projects related to tax planning and implications of transactions
- Train, mentor, and supervise Tax Consultants and Tax Seniors
- Take on lead client-contact roles, billing and profitability analysis, and marketplace eminence building and pursuits

The Team:

- Deloitte Tax LLP's Private Wealth team focuses on the specialized needs of the ultra-affluent
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make informed decisions regarding their personal financial comfort, business and investment needs, family legacy, and charitable giving
- Learn more about Deloitte Private Wealth Tax Services

Qualifications:

Required:

- Ability to work in a hybrid model, co-locating 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
- Active accreditation as a licensed CPA, attorney, enrolled agent, or certifications such as CFA or CFP
- Experience reviewing partnership and/or trust documents
- Experience managing projects and ability to travel up to 25%

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

Benefits:

- Deloitte values its people and offers a broad range of benefits
- Employees have access to comprehensive healthcare, retirement plans, and more
- Learn more about working at Deloitte and the benefits offered

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers its people to be who they are and contribute their unique perspectives
- Enables the leveraging of different ideas and perspectives to bring creativity and innovation to solve complex challenges
- Learn more about Deloitte's inclusive culture and its commitment to sustainability, equity, and trust

Our Purpose:

- Deloitte's purpose is to make an impact that matters for its clients, people, and communities
- Focused on advancing sustainability, equity, and trust through its core commitments
- Learn more about Deloitte's purpose and its impact

Professional Development:

- Deloitte believes in continuous learning and offers opportunities for employees to build new skills and take on leadership roles
- From on-the-job learning to formal development programs, there are various opportunities for career growth
- Learn more about professional development at Deloitte

Company Information:

- As used in this posting, "Deloitte" refers to 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

Equal Opportunity Employer:

- 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
- In accordance with applicable law, Deloitte is committed to providing a fair and inclusive workplace
- Learn more about Deloitte's commitment to diversity and inclusion

Requisition Code: 182216

Recruiting Tips:

- Deloitte wants candidates to feel prepared and confident throughout the recruitment process
- From developing a standout resume to preparing for the interview, Deloitte provides tips for success
- Learn more about recruiting tips from Deloitte recruiters

Information for Applicants with Accommodation Needs:

- Deloitte offers assistance for disabled applicants
- Learn more about the resources available for applicants with accommodation needs

Not specified.

Comprehensive benefits package.

Not specified.

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Complex Tax Issues, AGI, DNI, Tax Research, Partnership, Trusts, Corporations, Estate, Gift, Tax Planning, Wealth Management, Financial Planning, Billing, Profitability Analysis, Marketplace Eminence Building, Wealth Transfer Planning, Mentoring, Supervision, Communication, Interpersonal, Organizational, Research, Writing, Management, Scheduling, Budgeting, Client Correspondence, Fund Accounting, General Ledger Accounting, Performance Evaluation, Sustainability, Equity, Trust, Professional Development, Mentorship, Legal Services, Public Accounting, Attest Clients.

Bachelor's Degree in Accounting, Finance, or Other Business-Related Field, Advanced Degree (MST, MAcc, JD, LLM) Preferred.

Interested candidates should submit their resume and cover letter to the company's website or email address.

Qualification and Experience 8+ years of Public Accounting Experience, Law Firm Experience, Industry Experience, Bachelor's Degree in Accounting, Finance, or Other Business-Related Field, Active CPA License or Equivalent Accreditation (Attorney, Enrolled Agent, CFA, CFP), Experience with Partnership and Trust Documents, Project Management Experience, Ability to Travel Up to 25%.

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