Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

Bullet Points:

- Tax Manager role in Deloitte's growing Private Wealth practice
- Position requires extensive knowledge of multiple areas of taxation
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held business concerns
- Must have understanding of AGI & DNI and be able to provide solutions to complex tax issues
- Recruiting for this role ends on June 1, 2025
- Will perform high-level reviews of tax research and prepare and lead client meetings on compliance and consulting projects
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Will begin taking on lead client-contact roles, billing and profitability analysis, and marketplace eminence building and pursuits
- Focus on specialized needs of ultra-affluent individuals, families, entrepreneurs, family offices, and closely-held business owners
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make informed decisions relevant to personal financial comfort, business and investment needs, family legacy, and charitable giving
- Required to perform job responsibilities within a hybrid work model and travel up to 25%
- 5+ years of public accounting experience or equivalent in law firms or industry
- Bachelor's degree in accounting, finance, or other business-related field
- Must have one of the following accreditations: Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor, or Certified Financial Planner
- Preferred qualifications include advanced degree and prior Big 4 experience
- Knowledge of fund accounting and general ledger accounting is a plus
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills
- Wage range for this role is $84,980 to $169,650
- May be eligible for participation in a discretionary annual incentive program
- Deloitte values its people and offers a broad range of benefits
- Inclusive culture empowers individuals to contribute their unique perspectives and make a difference in their communities
- Purpose is to make an impact that matters for clients, people, and communities
- Focus on advancing sustainability, equity, and trust
- Opportunities for professional development and growth through mentorship and formal development programs
- "Deloitte" refers to Deloitte Tax LLP, a subsidiary of Deloitte LLP
- 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.

Not specified

Not specified

Not specified

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Client Meetings, Tax Planning, Complex Tax Issues, AGI, DNI, Team Management, Billing, Profitability Analysis, Marketplace Eminence Building, Wealth Transfer Planning, Financial Planning, Fund Accounting, General Ledger Accounting, Project Management, Communication, Interpersonal, Organizational, Research, Writing

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

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Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field; CPA, JD, or Enrolled Agent certification; CFA or CFP certification preferred

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