Tax Senior Manager - Investment Management - Private Wealth

8-8 yrs required

Full-time

No

# Tax Senior Manager - Investment Management - Private Wealth

## Position Summary
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? If so, Deloitte’s growing Private Wealth practice could be the perfect fit for you!

## What You’ll Do
As a Tax Senior Manager in our Private Wealth Tax practice, you will be responsible for a variety of duties, including:

* Performing high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
* Preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client
* Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors
* Taking on lead client-contact roles, and billing and profitability analysis on engagements
* Participating in marketplace eminence building and pursuits

## The Team
Deloitte’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. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.

## 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
* 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)
* 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
* 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 or large CPA firm experience
* Knowledge of fund accounting and general ledger accounting

## Salary Information
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $119,490 to $272,090. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

## Recruiting Tips
Deloitte is committed to helping you feel prepared and confident as you explore opportunities with us. We offer a variety of resources to give you the best chance of success, including tips on developing a stand out resume and acing the interview.

## Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits, including on-the-job learning experiences and formal development programs.

## Our People and Culture
Deloitte’s diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. Our commitment to sustainability, equity, and trust helps us create an environment that supports our people and brings more creativity and innovation to help solve our client’s most complex challenges.

## Our Purpose
Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. Our core commitments to sustainability, equity, and trust come to life through our work every day.

## Professional Development
At Deloitte, we believe there’s always room to learn. We offer a variety of opportunities to build new skills, take on leadership roles, and connect and grow through mentorship. Our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please

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Health/dental/vision care, 401(k) plan, paid time off, flexible spending accounts, life insurance, disability insurance

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Ability to perform job responsibilities within a hybrid work model, public accounting experience, licensed CPA, licensed attorney, enrolled agent, certifications (CFA, CFP), Bachelor's degree in accounting/finance/business-related field, experience reviewing partnership/trust documents, experience managing projects, strong communication/interpersonal/organizational skills, excellent research/writing skills, ability to travel up to 25%, advanced degree (MST, MAcc, JD, LLM), prior Big 4/large CPA firm experience, knowledge of fund/general ledger accounting

Bachelor's degree in accounting/finance/business-related field

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Qualification and Experience Licensed CPA, licensed attorney, enrolled agent, certifications (CFA, CFP), Bachelor's degree in accounting/finance/business-related field, advanced degree (MST, MAcc, JD, LLM), prior Big 4/large CPA firm experience

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