Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)

- Leadership and strategic thinking skills
- Extensive knowledge of multiple areas of taxation
- Experience in delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns
- Proficiency in handling complex tax issues
- Familiarity with AGI & DNI
- Ability to perform job responsibilities within a hybrid work model
- Willingness to travel up to 25%
- 5+ years of experience in public accounting or equivalent
- Bachelor's degree in accounting, finance, or other business-related field
- Accreditation as a CPA, attorney, or enrolled agent
- Preferred advanced degree such as MST, MAcc, JD, or LLM
- Prior experience in a Big 4 firm
- Understanding of fund accounting and general ledger accounting
- Experience reviewing partnership and/or trust documents
- Project management skills, including scheduling, budgeting, client correspondence, and billing
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing abilities

Salary Information:

- The disclosed salary range for this role is $84,980 to $169,650.
- Compensation decisions take into account various factors such as skill sets, experience and training, licensure and certifications, and business and organizational needs.
- The range estimate has not been adjusted for geographic differentials.
- Compensation decisions are made on a case-by-case basis.

Job Title:

- Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)

Experience Information:

- 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
- Accreditation as a CPA, attorney, or enrolled agent
- Preferred advanced degree such as MST, MAcc, JD, or LLM
- Prior experience in a Big 4 firm

H1 and H2 Headings:

H1: Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)
H2: Position Summary
H2: What You'll Do
H2: The Team
H2: Qualifications
H2: Salary Information
H2: Job Title
H2: Experience Information
H2: Benefits
H2: Our People and Culture
H2: Our Purpose
H2: Professional Development
H2: Information for Applicants with Accommodations
H2: Recruiting Tips

Bold Headlines:

- Are you a leader and strategic thinker in taxation?
- Join Deloitte's growing Private Wealth practice!
- Perform high-level reviews of tax research and returns
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Begin taking on lead client-contact roles and billing and profitability analysis
- Involved in marketplace eminence building and pursuits
- Focus on the specialized needs of the ultra-affluent
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Make more informed, strategic decisions relevant to personal financial comfort, business and investment needs, family legacy, and charitable giving
- Work within a hybrid model and willingness to travel
- 5+ years of experience in public accounting or equivalent
- Accreditation as a CPA, attorney, or enrolled agent required
- Advanced degree preferred
- Prior experience in a Big 4 firm preferred
- Strong communication, interpersonal, and organizational skills required
- Excellent research and writing abilities required
- Competitive salary range of $84,980 to $169,650
- Opportunities for professional development and growth
- Deloitte's purpose is to make an impact that matters for clients, people, and communities
- Inclusive culture that values diversity and empowers individuals to make a difference
- Recruiting tips to help you stand out in the application process
- Benefits offered to employees
- Information for applicants with a need for accommodation.

Not specified

Not specified

Not specified

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

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

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 5+ years of public accounting experience, Bachelor's degree in accounting, finance, or other business-related field, Licensed CPA or other accreditations (Licensed Attorney, Enrolled Agent, Chartered Financial Advisor, Certified Financial Planner), Advanced degree (MST, MAcc, JD, LLM)

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