Job Details

Senior Manager - Investment Management – Private Wealth Tax

Company name

Organization Type


Job Type


Date Last Verified

Feb 21, 2020

Valid Through

Jun 05, 2020

Posted on

May 12, 2019

Years of Experience

Min 8 yrs required


Jericho, NY, United States

Employment Type



Practice Area
Tax >> Tax - General
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Senior Manager - Investment Management – Private Wealth Tax
The candidate will lead high-level tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well as prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions on the client. Will train, mentor, and supervise Tax Consultants, Tax Seniors, and Tax Managers; and take the lead in client-contact roles, and billing and profitability analysis, on engagements; and be heavily involved in marketplace eminence building and pursuits. Must have 8+ years of public accounting experience or equivalent in law firms or industry. CPA, Enrolled Agent, or other appropriate certification (or in process of obtaining) is essential. Bachelor's degree in accounting, finance, or other business-related field is essential. Experience reviewing partnership and/or trust documents is needed. Experience managing projects including scheduling, budgeting, client correspondence, and billing is essential. Must have Strong communication, interpersonal, and organizational skills and Excellent research and writing skills. Advanced degree such as MST, MAcc, JD, or LLM. Prior Big 4 experience is preferred. Knowledge of fund accounting and general ledger accounting is desired.

Additional info

Requisition code: E20NYCTSRMRK001-PW

Company info

Hiring Coordinator
Deloitte Development, LLC
Two Jericho Plaza
Jericho, NY 11753-1683