Tax Senior Manager, Investment Management - Private Wealth

8-8 yrs required

Full-time

No

Tax Senior Manager, Investment Management - Private Wealth (West Region Office Locations)
Salary range: $146,510 - $272,090
Job Type: Full-time
Experience: 8+ years of public accounting experience
Location: Costa Mesa, California or Los Angeles, California

Position Summary:

The Tax Senior Manager, Investment Management - Private Wealth will be responsible for leading and strategizing tax services for high-net worth clients in the West Region. They will have extensive knowledge and experience in various areas of taxation and will provide compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. The role will involve complex tax issue solutions, training and supervising tax consultants and seniors, client meetings, and marketplace eminence building and pursuits.

Responsibilities:

• Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
• Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client
• Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
• Begin taking on lead client-contact roles, and billing and profitability analysis, on engagements
• Be involved in marketplace eminence building and pursuits

Team:

The Private Wealth team at Deloitte Tax LLP specializes in the unique needs of ultra-affluent individuals, families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. They provide comprehensive, independent, and objective wealth transfer planning advice and help clients make informed, strategic decisions regarding their personal financial comfort, business and investment needs, family legacy, and charitable giving.

Qualifications:

Required:

• Ability to perform job responsibilities within a hybrid work model
• 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)
• 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 experience
• Knowledge of fund accounting and general ledger accounting
• 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

Salary and Benefits:

The wage range for this role takes into account various factors, such as skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate does not include any geographic differentials. At Deloitte, compensation decisions are based on individual circumstances, and it is not typical for someone to be hired at or near the top of the range for their role. A reasonable estimate of the current range is $146,510 to $272,090. Eligible employees may also participate in a discretionary annual incentive program.

Accommodation:

Deloitte is committed to providing accommodations for individuals with disabilities. For more information, please visit

Recruiting Tips:

From developing a standout resume to acing the interview, Deloitte wants to help you feel prepared and confident as you explore job opportunities with them. Check out their recruiting tips for valuable insights from Deloitte recruiters.

Benefits:

Deloitte values their employees and offers a wide range of benefits. Learn more about what working at Deloitte can mean for you.

Culture:

Deloitte's diverse, equitable, and inclusive culture empowers their employees to be themselves, contribute their unique perspectives, and make a difference individually and collectively. They believe in leveraging different ideas and perspectives to bring more creativity and innovation to their work. Learn more about Deloitte's inclusive culture.

Purpose:

Deloitte's purpose is to make an impact that matters for their clients, employees, and communities. They are committed to creating trust and confidence in a more equitable society. Purpose is at the core of how they work every day and defines who they are. They focus on sustainability, equity, and trust, which come to life through their core commitments. Learn more about Deloitte's purpose, commitments, and impact.

Professional Development:

Deloitte believes in continuous learning and offers opportunities for employees to build new skills, take on leadership roles, and grow through mentorship and development programs. From on-the-job learning experiences to formal training, Deloitte provides a variety of opportunities for employees to continue to grow throughout their careers.

Disclaimer:

In this posting, "Deloitte" refers to Deloitte Tax LLP, a subsidiary of Deloitte LLP. For a detailed description of the legal structure of Deloitte LLP and its subsidiaries, please visit . Certain services may not be available to attest clients under the rules and regulations of public accounting.

Deloitte is an equal opportunity employer and values diversity and inclusivity. 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, or any other legally

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Leadership, Strategic Thinking, Tax Compliance, Tax Consulting, Tax Research, Individual Tax, Fiduciary Tax, Partnership Tax, Closely-Held Corporation Tax, Estate Tax, Gift Tax, AGI, DNI, Marketplace Eminence, Billing, Profitability Analysis, Wealth Transfer Planning, Financial Planning, Communication, Interpersonal, Organizational, Research, Writing

Bachelor's degree in accounting, finance or related field, Advanced degree such as MST, MAcc, JD or LLM preferred

Apply through the provided link

Qualification and Experience 8+ years of public accounting experience, Bachelor's degree in accounting, finance or related field, CPA, Attorney, Enrolled Agent, CFA, CFP, MST, MAcc, JD, LLM preferred

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