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

8-8 yrs required

Full-time

No

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)

- Central Region Office Locations
- Private Wealth Tax practice
- Ultra-affluent clients
- Families with multigenerational wealth
- Entrepreneurs, family offices, and closely-held business owners
- Comprehensive, independent, and objective wealth transfer planning advice
- Strategic decisions for personal financial comfort, business and investment needs, family legacy, and charitable giving
- Hybrid work model with co-location in person 2-3 days per week
- 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
- Licensed CPA, attorney, enrolled agent, or certified financial advisor/planner
- Experience reviewing partnership and/or trust documents
- Project management skills
- Ability to travel up to 25%
- Advanced degree such as MST, MAcc, JD, or LLM preferred
- Prior Big 4 experience preferred
- Knowledge of fund accounting and general ledger accounting
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

Salary Information:

- Wage range of $119,490 to $238,680, taking into account various factors such as skill sets, experience and training, licensure and certifications, and other business and organizational needs
- Eligibility for discretionary annual incentive program based on individual and organizational performance

Job Title: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth

Experience Information:

- 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
- Licensed CPA, attorney, enrolled agent, or certified financial advisor/planner

H1 Heading: Private Wealth Tax Senior Manager

H2 Heading: Comprehensive Wealth Transfer Planning for Ultra-Affluent Clients

Bold Headlines:

- Join Our Growing Private Wealth Practice at Deloitte
- Are You a Leader in Taxation with a Passion for Wealth Transfer Planning?
- Take Your Career to the Next Level as a Tax Senior Manager for Private Wealth Clients
- Make an Impact on Our Clients, Our People, and Our Communities as a Tax Senior Manager at Deloitte

Not specified

Varies by location and role

Not specified

Strategic thinking, Tax compliance, Tax consulting, Tax research, Client meetings, Wealth transfer planning, Financial planning, Project management, Communication, Interpersonal, Organizational, Research, Writing

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

Follow application process outlined on company website

Qualification and Experience CPA, Attorney, Enrolled Agent, CFA, CFP, MST, MAcc, JD, LLM

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