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

8-8 yrs required

Full-time

No

SEO Friendly Job Title: Tax Senior Manager - Private Wealth

H1: Join Deloitte's Private Wealth Team as a Tax Senior Manager
H2: Exciting Opportunity in Investment Management and Business Tax Services

Position Summary:

- Seeking a highly experienced and knowledgeable Tax Senior Manager with expertise in multiple areas of taxation
- Responsible for delivering compliance and consulting services to individual clients, trusts, estates, family offices, investment vehicles, and closely-held businesses
- Must have a thorough understanding of AGI and DNI
- Join Deloitte's growing Private Wealth practice and take on a leadership role

Responsibilities:

- Perform high-level reviews of tax research and work papers for various types of tax returns
- Lead client meetings on compliance and consulting projects related to tax planning opportunities
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles and billing and profitability analysis
- Become involved in marketplace eminence building and pursuits

The Team:

- Deloitte's Private Wealth team specializes in serving the needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Provides comprehensive wealth transfer planning advice and helps clients make informed decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications:

- 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
- Must have one of the following accreditations: CPA, licensed attorney, Enrolled Agent, CFA, or CFP
- Experience reviewing partnership and/or trust documents
- Ability to travel up to 25%

Preferred Qualifications:

- 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

Salary Information:

- Wage range for this role is $119,490 to $238,680
- Eligible for discretionary annual incentive program based on various factors, including individual and organizational performance

Recruiting Tips:

- Deloitte offers helpful tips for developing a standout resume and preparing for interviews

Benefits:

- Deloitte values its employees and offers a broad range of benefits
- Learn more about the perks of working at Deloitte

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers individuals to contribute their unique perspectives and make a difference
- We prioritize sustainability, equity, and trust in our work
- Learn more about our inclusive culture and purpose

Professional Development:

- Deloitte offers opportunities for employees to continue learning and growing throughout their career
- From on-the-job experiences to formal development programs, there are many ways to develop new skills and take on leadership opportunities

Equal Opportunity Employer:

- Deloitte is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status

Requisition Code: 165136

Not specified

Comprehensive benefits package available (details not specified)

Not specified

Leadership, Strategic Thinking, Tax Compliance, Tax Consulting, Trusts, Estates, Family Offices, Investment Vehicles, Charitable Pursuits, Closely-Held Business Concerns, Tax Research, Tax Returns, Client Meetings, Tax Planning, Transactions, Training, Mentoring, Supervision, Client-Contact, Billing, Profitability Analysis, Marketplace Eminence Building, Pursuits, Wealth Transfer Planning, Financial Planning, Communication, Interpersonal, Organizational, Research, Writing, Fund Accounting, General Ledger Accounting, Project Management, Scheduling, Budgeting, Travel

Bachelor's degree in accounting, finance, or other business-related field, CPA, Attorney, Enrolled Agent, CFA, CFP, 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 8+ years of public accounting experience, Bachelor's degree in accounting, finance, or other business-related field, CPA, Attorney, Enrolled Agent, CFA, CFP, MST, MAcc, JD, or LLM (preferred)

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