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

8-8 yrs required

Full-time

No

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
Salary: $119,490 to $238,680, plus annual discretionary incentive program

Position Summary

- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation for the role of Tax Senior Manager in Deloitte's Private Wealth Tax practice
- Responsible for delivering compliance and consulting services to individual clients, trusts, estates, family offices, investment vehicles, and closely-held businesses
- Must have a strong understanding of AGI & DNI and be able to provide solutions to complex tax issues
- Opportunity to train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Will take on lead client-contact roles, billing and profitability analysis, and participate in marketplace eminence building and pursuits

Qualifications

- Must be able 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
- Must have one of the following accreditations: Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP)
- Experience reviewing partnership and/or trust documents and managing projects
- Ability to travel up to 25%, based on the work and clients served

Preferred Qualifications

- 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

Responsibilities

- Perform high-level reviews of tax research and prepare and lead client meetings on compliance and consulting projects
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-
- 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.

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Strategic thinking, Leadership, Tax research, Compliance, Consulting, AGI, DNI, Wealth transfer planning, Financial planning, Project management, Communication, Interpersonal skills, Organizational skills, Research, Writing, Fund accounting, General ledger accounting

Bachelor's degree in accounting, finance or related field, with additional certifications and advanced degrees 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 related field, CPA, Attorney, Enrolled Agent, CFA, CFP, Advanced degree (MST, MAcc, JD, LLM)

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