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

8-8 yrs required

Full-time

No

H1: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
H2: Join Deloitte's Growing Private Wealth Practice as a Tax Senior Manager!

Job Title: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth
Company: Deloitte
Department: Private Wealth Tax
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 (based on experience and other factors)

Position Summary:

- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation for the role of Tax Senior Manager in Deloitte's Private Wealth Tax practice.
- 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.
- Will also provide solutions to complex tax issues and lead client meetings on tax planning opportunities and the tax implications of transactions.
- In addition, will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors, take on lead client-contact roles, and be involved 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.

Qualifications:

Required:

- 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.
- 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.

Recruiting Tips:

- From developing a stand out resume to putting your best foot forward in the interview, Deloitte recruiters offer tips to help candidates feel prepared and confident in exploring opportunities at Deloitte.

Benefits:

- Deloitte values its people and offers a broad range of benefits to employees.
- Learn more about what working at Deloitte can mean for you.

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers its people to be who they are, contribute their unique perspectives, and make a difference individually and collectively.
- This enables the company to leverage different ideas and perspectives and bring more creativity and innovation to help solve its clients' most complex challenges.
- Learn more about Deloitte's inclusive culture.

Our Purpose:

- Deloitte's purpose is to make an impact that matters for its clients, people, and communities.
- The company is creating trust and confidence in a more equitable society through its collective efforts to advance sustainability, equity, and trust.
- Learn more about Deloitte's purpose, commitments, and impact.

Professional Development:

- Deloitte believes there's always room to learn and offers opportunities for employees to build new skills, take on leadership opportunities, and grow through mentorship.
- From on-the-job learning experiences to formal development programs, employees have a variety of opportunities to continue to grow throughout their career.

Disability Accommodations:

- Deloitte is committed to providing assistance for disabled applicants.
- Learn more about the accommodations the company offers.

Deloitte is an equal opportunity employer and 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

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Strategic thinking, Taxation, Compliance, Consulting, Tax Research, Individual Tax, Fiduciary Tax, Partnership Tax, Closely-Held Corporations Tax, Estate Tax, Gift Tax, AGI, DNI, Leadership, Mentoring, Project Management, Communication, Interpersonal, Organizational, Research, Writing

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

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. information for applicants with a need for accommodation:



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 or equivalent in law firms or industry, Bachelor's degree in accounting, finance, or other business-related field, Active accreditation such as CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Experience reviewing partnership and/or trust documents, Experience managing projects, Ability to travel up to 25%

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