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

8-8 yrs required

Full-time

No

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

As a Tax Senior Manager in Deloitte's Private Wealth Tax practice, you will be responsible for providing high-level tax compliance and consulting services to individual clients, trusts, estates, family offices, investment vehicles, and closely-held businesses. This role requires extensive knowledge across multiple areas of taxation and the ability to strategize and lead client meetings on tax planning opportunities and the tax implications of transactions. If you are a leader and strategic thinker with a passion for complex tax issues, we want to talk to you about a career with Deloitte.

Key Responsibilities:

- 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 related to tax planning opportunities and the tax implications of transactions
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles, billing and profitability analysis, and be involved in marketplace eminence building and pursuits
- Perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week

Qualifications:

- 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
- 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)
- Experience reviewing partnership and/or trust documents
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

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

Salary Information:

- The wage range for this role takes into account various factors including 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.
- A reasonable estimate of the current range is $119,490 to $238,680.
- Compensation decisions are dependent on the facts and circumstances of each case, and it is not typical for an individual to be hired at or near the top of the range for their role.

Benefits:

- Deloitte offers a broad range of benefits to its employees, including but not limited to health insurance, retirement plans, and professional development opportunities.
- We value our people and strive to create a diverse, equitable, and inclusive culture that empowers our employees to contribute their unique perspectives and make a difference.
- Our purpose is to make an impact that matters for our clients, our people, and our communities. We are committed to advancing sustainability, equity, and trust in all aspects of our work.
- From entry-level employees to senior leaders, we believe in continuous learning and offer opportunities for professional development through mentorship, on-the-job learning experiences, and formal development programs.

Recruiting Tips:

- Deloitte recruiters offer tips and advice for job seekers, from developing a standout resume to putting your best foot forward in an interview.
- We want you to feel prepared and confident as you explore opportunities at Deloitte.

SEO Friendly Job Title: Tax Senior Manager - Private Wealth

H1: Join Deloitte as a Tax Senior Manager in Private Wealth

H2: Lead and Strategize in Deloitte's Private Wealth Tax Practice

Bold Headlines:

- Deliver Compliance and Consulting Services to High-Net-Worth Clients
- Lead Client Meetings on Tax Planning Opportunities and Complex Tax Issues
- Train, Mentor, and Supervise New and Experienced Tax Professionals
- Work with Ultra-Affluent Families, Entrepreneurs, and Closely-Held Businesses
- Advance Sustainability, Equity, and Trust in a Diverse and Inclusive Culture at Deloitte.

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Leadership, Strategic Thinking, Tax Research, Tax Returns, Client Meetings, Training, Mentoring, Supervision, Billing, Profitability Analysis, Marketplace Eminence Building, Scheduling, Budgeting, Client Correspondence, Travel, 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
recruiting tips

from developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at deloitte

Qualification and Experience 8+ years of public accounting experience, Bachelor's degree in accounting, finance, or other business-related field, Licensed CPA or equivalent in law firms or industry, One of the following accreditations obtained CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Experience reviewing partnership and/or trust documents, Experience managing projects, Ability to travel up to 25%.

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