Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

# Tax Manager, Investment Management, Private Wealth

Deloitte’s Private Wealth practice is looking for a Tax Manager to join their team. The ideal candidate will be a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation. The Tax Manager will be 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.

## Job Description

As a Tax Manager in our Private Wealth Tax practice, you will:

* Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
* Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client
* Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
* Take on lead client-contact roles, and billing and profitability analysis, on engagements
* Be involved in marketplace eminence building and pursuits

## Qualifications

* 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
* 5+ years of public accounting experience (at least 3 years in investment management)
* One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA; If not CPA eligible: Licensed attorney; Enrolled Agent; Chartered Financial Advisor (CFA); Certified Financial Planner (CFP)
* Bachelor's degree in accounting, finance, or other business-related field
* 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
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

## Preferred Qualifications

* Advanced degree such as MST, MAcc, JD, or LLM
* Prior Big 4 or large CPA firm experience
* Knowledge of fund accounting and general ledger accounting

## Salary Range

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $193,440. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Deloitte is looking for a Tax Manager to join their Private Wealth practice. The ideal candidate will have extensive first-hand knowledge across multiple areas of taxation and will be 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.

## Job Summary

As a Tax Manager in the Private Wealth Tax practice, you will:

* Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
* Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client
* Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
* Take on lead client-contact roles, and billing and profitability analysis, on engagements
* Be involved in marketplace eminence building and pursuits

## Qualifications

* 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
* 5+ years of public accounting experience (at least 3 years in investment management)
* One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA; If not CPA eligible: Licensed attorney; Enrolled Agent; Chartered Financial Advisor (CFA); Certified Financial Planner (CFP)
* Bachelor's degree in accounting, finance, or other business-related field
* 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
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

## Preferred Qualifications

* Advanced degree such as MST, MAcc, JD, or LLM
* Prior Big 4 or large CPA firm experience
* Knowledge of fund accounting and general ledger accounting

## Salary Range

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training;

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Developing a stand out resume, putting your best foot forward in the interview, diverse, equitable, and inclusive culture, opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship

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Ability to perform job responsibilities within a hybrid work model, 5+ years of public accounting experience, one of the following accreditations obtained, Bachelor's degree in accounting, finance, or other business-related field, experience reviewing partnership and/or trust documents, experience managing projects, strong communication, interpersonal, and organizational skills, excellent research and writing skills, knowledge of fund accounting and general ledger accounting

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

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Qualification and Experience Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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