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

8-8 yrs required

Full-time

No

Job Title: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
Experience: 8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry
Salary Range: $119,490 to $238,680 (dependent on experience, skills, and geographic location)

Position Summary
- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation for the role of Tax Senior Manager in the Private Wealth Tax practice at Deloitte.
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns.
- Must have a strong understanding and excitement for AGI & DNI.
- Recruitment for this role will end on June 1, 2025.

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 solutions to complex tax issues.
- 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.

The Team
- Deloitte'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.
- Helps clients make informed decisions regarding their personal financial comfort, business and investment needs, family legacy, and charitable giving.
- Learn more about Deloitte Private Wealth Tax Services.

Qualifications
Required
- Must be able to work in a hybrid work model, co-locating in person 2-3 days per week.
- 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.
- Active accreditation as a licensed CPA, attorney, enrolled agent, Chartered Financial Advisor (CFA), or 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
- 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.

Benefits
- Deloitte values its people and offers a broad range of benefits.
- Opportunities for professional development, mentorship, and leadership.
- Inclusive culture that empowers individuals to contribute their unique perspectives and make a difference.
- Learn more about the benefits of working at Deloitte.

Our Purpose
- Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities.
- Focused on creating trust and confidence in a more equitable society.
- Inclusive culture that leverages different ideas and perspectives to bring creativity and innovation to solve complex challenges.
- Learn more about Deloitte's purpose, commitments, and impact.

Professional Development
- From entry-level employees to senior leaders, Deloitte believes in continuous learning and growth.
- Opportunities for on-the-job learning experiences, formal development programs, and mentorship.
- Focus on sustainability, equity, and trust in all aspects of our work.

Deloitte
- As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP.
- Learn more about 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
- Deloitte is committed to creating a diverse and inclusive workplace.
- 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 protected basis, in accordance with applicable law.

Requisition Code: 182216

Not specified

Comprehensive benefits package offered

Not specified

Leadership, Strategic Thinking, Tax Compliance, Tax Consulting, Trusts, Estates, Family Offices, Investment Vehicles, Charitable Pursuits, Closely-Held Business Concerns, Tax Planning, AGI, DNI, Tax Research, Tax Returns, Client Meetings, Training, Mentoring, Supervision, Marketplace Eminence Building, Pursuits, Fund Accounting, General Ledger Accounting, Communication, Interpersonal, Organizational, Research, Writing

Bachelor's degree in accounting, finance, or other business-related field, Advanced degree preferred

Interested candidates should apply through the company's website

Qualification and Experience 8+ years of public accounting experience, Bachelor's degree in accounting, finance, or other business-related field, Licensed CPA, Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Experience reviewing partnership and/or trust documents, Project management experience, Ability to travel up to 25%

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