Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

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

- Role in a growing Private Wealth practice at Deloitte
- Strategic leadership and extensive knowledge in multiple areas of taxation
- Delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses
- Solutions to complex tax issues and knowledge of AGI & DNI
- Recruiting for this role ends on June 1, 2024

Position Summary

- Perform high-level reviews of tax research and prepare and lead client meetings
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles, billing and profitability analysis, and marketplace eminence building and pursuits

The Team

- Focus on specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make more informed, strategic decisions
- Learn more about Deloitte Private Wealth Tax Services

Qualifications

- Ability to work within a hybrid work model, co-locating in person 2-3 days per week
- 5+ years of public accounting experience (3+ years in investment management) or equivalent in law firms or industry
- Bachelor's degree in accounting, finance, or other business-related field
- Accreditation such as CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP
- Ability to travel up to 25%

Preferred

- Advanced degree such as MST, MAcc, JD, or LLM
- Prior Big 4 experience
- Knowledge of fund accounting and general ledger accounting
- Experience reviewing partnership and/or trust documents
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

Salary Information

- Wide range of factors considered in compensation decisions, including skill sets, experience and training, licensure and certifications, and other business and organizational needs
- Range estimate not adjusted for geographic differential
- Reasonable estimate of current range: $84,980 to $169,650
- Eligible for discretionary annual incentive program, subject to program rules and factors such as individual and organizational performance

Recruiting Tips

- From resume development to interview preparation, Deloitte offers tips to help you feel prepared and confident in exploring opportunities
- Check out recruiting tips from Deloitte recruiters

Benefits

- Valuing employees by offering a broad range of benefits
- Learn more about working at Deloitte and the benefits offered

Our People and Culture

- Empowering a diverse, equitable, and inclusive culture
- Encouraging unique perspectives and leveraging different ideas and perspectives
- Making Deloitte a rewarding place to work
- Learn more about our inclusive culture

Our Purpose

- Impacting clients, people, and communities
- Creating trust and confidence in a more equitable society
- Purpose is synonymous with how we work every day
- Focusing on sustainability, equity, and trust through core commitments
- Learn more about Deloitte's purpose, commitments, and impact

Professional Development

- Opportunities for growth and development for all employees, from entry-level to senior leaders
- Building new skills, taking on leadership roles, and connecting and growing through mentorship
- On-the-job learning experiences and formal development programs
- Learn more about professional development opportunities at Deloitte

Deloitte Tax LLP

- Subsidiary of Deloitte LLP
- Please see for legal structure
- Certain services may not be available to attest clients under public accounting rules and regulations

Equal Opportunity Employer

- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other legally protected basis, in accordance with applicable law
- Requisition code: 164890

Not specified

Not specified

Not specified

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, Wealth management, Financial planning, Estate planning, Hybrid work model, Public accounting, Investment management, Law firms, Fund accounting, General ledger accounting, Project management, Communication, Interpersonal skills, Organizational skills, Research, Writing, Resume development, Interview preparation, Benefits, Inclusive culture, Professional development

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. 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, CPA, Attorney, Enrolled Agent, CFA, CFP, Advanced degree (MST, MAcc, JD, LLM), Big 4 experience, Knowledge of fund accounting and general ledger accounting, Project management experience, Communication skills, Interpersonal skills, Organizational skills, Research skills, Writing skills

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