Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

SEO friendly job title: Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)

H1: Join Deloitte's Growing Private Wealth Practice as a Tax Manager

H2: Lead and Strategize in Tax Management for Ultra-Affluent Clients

Bold Headlines:

- Join a Dynamic and Growing Team at Deloitte
- Lead and Strategize in Tax Management for High-Net-Worth Individuals
- Advance Your Career with Deloitte's Private Wealth Practice
- Work with Ultra-Affluent Clients and Diverse Teams at Deloitte
- Make an Impact in a Purpose-Driven Organization at Deloitte

Not specified

Not specified

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Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Individual Clients, Trusts, Estates, Family Offices, Investment Vehicles, Charitable Pursuits, Closely-Held Business Concerns, Tax Issues, AGI, DNI, Tax Research, Tax Returns, Client Meetings, Tax Planning, Transactions, Training, Mentoring, Supervision, Billing, Profitability Analysis, Marketplace Eminence Building, Pursuits, Wealth Transfer Planning, Strategic Decisions, Personal Financial Comfort, Business and Investment Needs, Family Legacy, Charitable Giving, Estate Planning, Fund Accounting, General Ledger Accounting, Project Management, Scheduling, Budgeting, Client Correspondence, Billing, Communication, Interpersonal, Organizational, Research, Writing

Bachelor's degree in accounting, finance, or other business-related field, Advanced degree such as MST, MAcc, JD, or LLM (preferred)

additionally, you will train, mentor, and supervise new and experienced tax consultants and tax seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits. btstax
recruiting tips

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

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field, 5+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry, Licensed CPA, Attorney, Enrolled Agent, Certified Financial Advisor (CFA), Certified Financial Planner (CFP), Advanced degree such as MST, MAcc, JD, or LLM (preferred)

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