Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

Job Title: Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)
Experience: 5+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry
Salary Range: $84,980 to $169,650 (depending on factors such as skill sets, experience, and location)
Department: Private Wealth Tax Services
Company: Deloitte Tax LLP
Location: Central Region Office Locations

Position Summary
- Seeking a leader and strategic thinker with extensive knowledge across multiple areas of taxation
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held business concerns
- Must be able to provide solutions to complex tax issues and have a strong understanding of AGI & DNI
- Opportunity to join Deloitte's growing Private Wealth practice

What You'll Do
- Perform high-level reviews of tax research and work papers related to individual, fiduciary, partnership, closely-held corporations, estate, and gift tax returns
- Lead client meetings on compliance and consulting projects, providing tax planning opportunities and advice on 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 participate in marketplace eminence building and pursuits

The Team
- Deloitte Tax LLP's Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Provides comprehensive, independent, and objective wealth transfer planning advice to clients
- Helps clients make informed decisions regarding personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications
Required:
- Ability to perform job responsibilities within a hybrid work model (in-person 2-3 days per week)
- Ability to travel up to 25% based on work and client needs
- 5+ years of public accounting experience or equivalent in law firms or industry
- Bachelor's degree in accounting, finance, or other business-related field
- One of the following accreditations: CPA, licensed attorney, enrolled agent, CFA, or CFP

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
- Project management experience, including scheduling, budgeting, client correspondence, and billing
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

Salary Information
- Wage range takes into account factors such as skill sets, experience, training, licensure/certifications, and other business/organizational needs
- Disclosure range estimate has not been adjusted for geographic differential
- Typically, individuals are not hired at or near the top of the range, and compensation decisions are based on individual circumstances
- Reasonable estimate of current range: $84,980 to $169,650

Additional Benefits
- Eligible for discretionary annual incentive program based on individual and organizational performance
- Opportunities for professional development, including mentorship and formal development programs
- Diverse, equitable, and inclusive culture that empowers employees to contribute their unique perspectives and make a difference
- Deloitte's purpose is to make an impact that matters for clients, people, and communities, with a focus on sustainability, equity, and trust

Professional Development
- Opportunities for entry-level employees to senior leaders
- Continued learning through on-the-job experiences and formal development programs

Deloitte Tax LLP
- Subsidiary of Deloitte LLP
- Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries
- Certain services may not be available to attest clients under the rules and regulations of public accounting

Equal Opportunity Employer
- 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

Requisition Code: 182440

Not specified

Comprehensive benefits package

Not specified

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Client Meetings, Tax Planning, Complex Tax Issues, AGI, DNI, Tax Research, Estate Planning, Wealth Transfer Planning, Financial Planning, Fund Accounting, General Ledger Accounting, Project Management, Communication, Interpersonal, Organizational, Research, Writing

Bachelor's degree in Accounting, Finance, or other business-related field, Advanced degree (MST, MAcc, JD, LLM)

Interested candidates should submit their application by the deadline provided.

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field, 5+ years of public accounting experience, Licensed CPA, Licensed Attorney, Enrolled Agent, CFA, CFP, Advanced Degree (MST, MAcc, JD, LLM)

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