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

8-8 yrs required

Full-time

No

SEO-Friendly Job Title: Tax Senior Manager - Business Tax Services - Private Wealth (Central Region Office Locations)

H1: Join Deloitte's Growing Private Wealth Practice as a Tax Senior Manager

H2: Deliver Comprehensive Tax Services to High-Net-Worth Individuals and Businesses

BOLD Headlines:

- Join a Leader in Professional Services: Deloitte
- Exciting Career Opportunity: Tax Senior Manager - Private Wealth
- Work with Ultra-Affluent Clients: Families, Entrepreneurs, and More
- Competitive Salary Range: $119,490 to $238,680
- Comprehensive Benefits Package Available
- Focus on Diversity, Equity, and Inclusion at Deloitte
- Make an Impact that Matters for Clients, People, and Communities
- Opportunities for Professional Development and Growth

Position Summary:

- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation
- Deliver compliance and consulting services to high-net-worth individuals and their trusts, estates, family offices, investment vehicles, and closely-held businesses
- Provide solutions to complex tax issues and assist with tax planning opportunities and implications of transactions
- Lead client meetings and supervise new and experienced Tax Consultants and Tax Seniors
- Involved in marketplace eminence building and pursuits

What You'll Do:

- Perform high-level reviews of tax research and returns for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers
- Train, mentor, and supervise Tax Consultants and Tax Seniors
- Take on lead client-contact roles, billing, and profitability analysis on engagements
- Involved in marketplace eminence building and pursuits

The Team:

- Deloitte Private Wealth team focuses on the specialized needs of the ultra-affluent
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make informed, strategic decisions for their personal financial comfort, business and investment needs, family legacy, and charitable giving
- Learn more about Deloitte Private Wealth Tax Services

Qualifications:

Required:

- Ability to work within a hybrid model, co-locating 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: Licensed CPA, licensed attorney, enrolled agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP)
- Experience reviewing partnership and/or trust documents
- Experience managing projects and 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
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

Compensation:

- Wide range of factors considered in making compensation decisions
- Range estimate: $119,490 to $238,680
- May be eligible for discretionary annual incentive program

Benefits:

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

Our People and Culture:

- Diverse, equitable, and inclusive culture empowers our people to be who they are and make a difference
- Leverage different perspectives and bring creativity and innovation to solve complex challenges
- Learn more about our inclusive culture

Our Purpose:

- Make an impact that matters for clients, people, and communities
- Focusing on sustainability, equity, and trust through core commitments
- Learn more about Deloitte's purpose, commitments, and impact

Professional Development:

- Opportunities for learning and growth at all levels
- From on-the-job experiences to formal development programs
- Learn more about professional development opportunities at Deloitte

Recruiting Tips:

- Stand out in your resume and interview to feel prepared and confident
- Check out tips from Deloitte recruiters

Information for Applicants with Accommodation Needs:

- Deloitte provides assistance for disabled applicants
- Learn more about available accommodations

About Deloitte:

- Join Deloitte Tax LLP, a subsidiary of Deloitte LLP
- Learn more about the legal structure of Deloitte LLP and its subsidiaries
- 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, or protected veteran status
- Subject to applicable law

Requisition Code: 182216

Recruiting Tips:

- Develop a standout resume and prepare for interviews to feel confident and prepared
- Check out tips from Deloitte recruiters to help you succeed

Benefits:

- Deloitte values its people and offers a comprehensive benefits package
- Learn more about what working at Deloitte can mean for you

Our People and Culture:

- Our diverse, equitable, and inclusive culture empowers our people to be themselves and make a difference
- We leverage different perspectives to bring creativity and innovation to solve our clients' most complex challenges
- Learn more about our inclusive culture

Our Purpose:

- Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities
- We are committed to creating trust and confidence in a more equitable society
- Learn more about Deloitte's purpose, commitments, and impact

Professional Development:

- From entry-level employees to senior leaders, we believe there is always room to learn and grow
- We offer opportunities for skill-building, leadership development, and mentorship
- Learn more about professional development opportunities at Deloitte

About Deloitte:

- Deloitte Tax LLP is a subsidiary of Deloitte LLP
- Learn more about the

Not specified

Comprehensive benefits package (details not disclosed)

Not specified

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Tax Issues, AGI, DNI, Tax Research, Partnerships, Corporations, Estate Planning, Wealth Transfer Planning, Financial Comfort, Business and Investment Needs, Family Legacy, Charitable Giving, Project Management, Client Management, Billing, Profitability Analysis, Team Management, Communication, Interpersonal, Organizational, Research, Writing

Bachelor's degree in accounting, finance, or other business-related field; advanced degree (preferred)

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 (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 or other active accreditation (attorney, enrolled agent, CFA, CFP), Experience reviewing partnership and/or trust documents, Experience managing projects and client relationships, Ability to travel up to 25%

Legal