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

8-8 yrs required

Full-time

No

Tax Senior Manager - Private Wealth (Central Region Office Locations)

- Deloitte Tax LLP is seeking a Tax Senior Manager to join our Private Wealth Tax practice.
- The role is available in 28 locations across the Central Region.
- The ideal candidate will have at least 8 years of public accounting experience, with a focus on investment management, or equivalent experience in law firms or industry.
- A Bachelor's degree in accounting, finance, or other business-related field is required, along with one of the following accreditations: CPA, attorney, enrolled agent, CFA, or CFP.
- This role offers a hybrid work model with in-person collaboration 2-3 days per week.
- The Tax Senior Manager will lead client meetings, review tax research and returns, and mentor and supervise new and experienced Tax Consultants and Tax Seniors.
- The role also involves marketplace eminence building and pursuits.
- The successful candidate will have excellent communication and organizational skills, as well as strong research and writing abilities.
- Travel up to 25% may be required, based on the work and clients served.
- Compensation for this role ranges from $119,490 to $238,680, taking into account factors such as skill sets, experience, and certifications.
- Eligible employees may also participate in a discretionary annual incentive program.
- Deloitte values diversity and inclusivity and is committed to creating a more equitable society.
- The company offers a variety of professional development opportunities, from on-the-job learning to formal development programs.
- "Deloitte" in this posting refers to 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.

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Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Individual Clients, Trusts, Estates, Family Offices, Investment Vehicles, Charitable Pursuits, Closely-Held Business Concerns, Tax Issues, AGI, DNI, Tax Research, High-Level Review, Tax Returns, Client Meetings, Tax Planning, Transactions, Training, Mentoring, Supervision, Client-Contact, Billing, Profitability Analysis, Marketplace Eminence, Wealth Transfer Planning, Personal Financial Comfort, Business and Investment Needs, Family Legacy, Charitable Giving, Estate Planning, Fund Accounting, General Ledger Accounting, Communication, Interpersonal, Organizational, Research, Writing

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

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
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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, CFA, CFP, MST, MAcc, JD, or LLM

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