Tax Manager, Investment Management, Private Wealth

5-10 yrs required

Full-time

No

# Tax Manager, Investment Management, Private Wealth

Are you an experienced Tax Manager with a strategic mindset and extensive first-hand knowledge across multiple areas of taxation? Deloitte’s growing Private Wealth practice is looking for you! As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns. You will also train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors. Read on to learn more about this exciting opportunity.

## About Deloitte Private Wealth Tax Services

At Deloitte Tax LLP, our 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. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.

## Job Responsibilities

As a Tax Manager in our Private Wealth Tax practice, you will:

- 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
- Take on lead client-contact roles, and billing and profitability analysis, on engagements
- Be involved in marketplace eminence building and pursuits

## Qualifications

- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week
- 5+ 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 tp 25%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred qualifications include: 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.

## Compensation

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to 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. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $193,440. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

## Job Locations

This job is available in the following 15 locations:

- Boise, Idaho, United States
- Costa Mesa, California, United States
- Fresno, California, United States
- Honolulu, Hawaii, United States
- Las Vegas, Nevada, United States
- Los Angeles, California, United States
- Pleasanton, California, United States
- Portland, Oregon, United States
- Sacramento, California, United States
- Salt Lake City, Utah, United States
- San Diego, California, United States
- San Francisco, California, United States
- San Jose, California, United States
- Seattle, Washington, United States
- Tempe, Arizona, United States

## Join Us at Deloitte

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work.

We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

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. Check out recruiting tips from Deloitte recruiters.

Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities.

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; At Deloitte, we know that great people make a great organization; We value our people and offer employees a broad range of benefits; Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively; Our purpose is to make an impact that matters for our clients, our people, and in our communities; From entry-level employees to senior leaders, we believe there’s always room to learn; We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship

Ability to perform job responsibilities within a hybrid work model, 5+ years of public accounting experience, Bachelor's degree in accounting, finance, or other business-related field, Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), 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

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Qualification and Experience Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Advanced degree such as MST, MAcc, JD, or LLM

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