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

8-8 yrs required

Full-time

No

Job Summary:

- Tax Senior Manager position in Deloitte's Private Wealth Tax practice, focusing on the specialized needs of ultra-affluent clients
- Responsible for delivering compliance and consulting services related to tax planning and complex tax issues for individual clients, trusts, estates, family offices, investment vehicles, and closely-held businesses
- Will also train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors, take on lead client-contact roles, and be involved in marketplace eminence building and pursuits
- Recruiting for this role ends on June 1, 2025
- Hybrid work model requiring co-location 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 as a CPA, attorney, enrolled agent, CFA, or CFP
- Experience reviewing partnership and/or trust documents
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Ability to travel up to 25% based on the work, clients, and industries/sectors served
- Advanced degree and 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 for this role is $119,490 to $238,680, taking into account various factors such as skill sets, experience, training, licensure/certifications, and other business and organizational needs
- Eligible for discretionary annual incentive program based on individual and organizational performance

Job Title:

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

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
- Active accreditation as a CPA, attorney, enrolled agent, CFA, or CFP

H1 Heading:

- Tax Senior Manager - Private Wealth Tax

H2 Heading:

- Job Summary
- Qualifications
- Benefits
- Our People and Culture
- Our Purpose
- Professional Development

Bullet Points:

- Leader and strategic thinker with extensive knowledge across multiple areas of taxation
- Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses
- Solutions for complex tax issues
- Knowledge of AGI & DNI
- Hybrid work model requiring in-person co-location 2-3 days per week
- Responsible for high-level reviews of tax research and tax returns
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Lead client-contact roles and involved in marketplace eminence building and pursuits
- Recruiting for this role ends on June 1, 2025
- Ability to travel up to 25% based on work, clients, and industries/sectors served
- Active accreditation as a CPA, attorney, enrolled agent, CFA, or CFP required
- Advanced degree and prior Big 4 experience preferred
- Knowledge of fund accounting and general ledger accounting
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills
- Wage range for this role is $119,490 to $238,680
- Eligible for discretionary annual incentive program based on individual and organizational performance
- Diverse, equitable, and inclusive culture empowering individuals to contribute their unique perspectives
- Focus on sustainability, equity, and trust in communities
- Opportunities for professional development through on-the-job learning and formal programs
- Legal structure of 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.

Comprehensive benefits package.

Not specified.

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Problem Solving, Communication, Interpersonal, Organizational, Research, Writing, Project Management, Scheduling, Budgeting, Client Correspondence, Billing, Travel.

Bachelor's degree in Accounting, Finance, or Business-related field, Advanced degree preferred.

Applicants can apply through the Deloitte website.

Qualification and Experience 8+ years of Public Accounting experience, Bachelor's degree in Accounting, Finance, or Business-related field, Licensed CPA or equivalent, Advanced degree preferred.

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