Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

# Tax Manager, Investment Management, Private Wealth

Deloitte is looking for a Tax Manager to join their Private Wealth team. This role will require you to perform high-level reviews of tax research and prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities. The position is available in 15 locations across the United States.

## Qualifications

**Required:**

* 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) or equivalent in law firms or industry
* Bachelor's degree in accounting, finance, or other business-related field
* 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
* Certifications:
* Chartered Financial Advisor (CFA)
* Certified Financial Planner (CFP)
* Ability to travel up tp 25%, on average, based on the work you do and the clients and industries/sectors you serve

**Preferred:**

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

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.

## About Deloitte

Deloitte Tax LLP's Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work.

Our purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. Our core commitments focus on our efforts to advance sustainability, equity, and trust that come to life through our purpose.

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

## Locations

This Tax Manager position is available in the following locations:

* Boise, Idaho
* Costa Mesa, California
* Fresno, California
* Honolulu, Hawaii
* Las Vegas, Nevada
* Los Angeles, California
* Pleasanton, California
* Portland, Oregon
* Sacramento, California
* Salt Lake City, Utah
* San Diego, California
* San Francisco, California
* San Jose, California
* Seattle, Washington
* Tempe, Arizona

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Learn more about Deloitte's purpose, commitments, and impact; Developing a stand out resume; Putting your best foot forward in the interview; Broad range of benefits; Opportunities to build new skills; Take on leadership opportunities; Connect and grow through mentorship; Formal development programs

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

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field; Licensed CPA in state of practice/primary office if eligible to sit for the CPA; Licensed attorney; Enrolled Agent; Chartered Financial Advisor (CFA); Certified Financial Planner (CFP)

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