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

8-8 yrs required

Full-time

No

Job Title: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
Experience: 8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry
Salary Range: $119,490 to $238,680 (not adjusted for geographic differential)
Location: Central Region Office Locations (29 locations available)
Department: Private Wealth Tax Services
Company: Deloitte Tax LLP

Position Summary:

- Seeking a leader and strategic thinker with extensive knowledge across multiple areas of taxation for the role of Tax Senior Manager in Deloitte's Private Wealth Tax practice
- 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
- Must have a strong understanding of AGI & DNI and be excited about them
- This role involves high-level reviews of tax research, preparing and leading client meetings, training and mentoring new and experienced Tax Consultants and Tax Seniors, and being involved in marketplace eminence building and pursuits

Responsibilities:

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

Qualifications:

Required:

- Ability to work within a hybrid work model that requires US Tax professionals to co-locate 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 Licensed CPA in state of practice/primary office, or as a Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP)
- Experience reviewing partnership and/or trust documents
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Ability to travel up to 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
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

Recruiting Tips:

- From developing a stand out resume to putting your best foot forward in the interview, Deloitte offers recruiting tips to help you feel prepared and confident as you explore opportunities with the company.

Benefits:

- Deloitte values its people and offers a broad range of benefits, making it a great place to work. Learn more about what working at Deloitte can mean for you.

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers individuals to contribute their unique perspectives and make a difference. This inclusive culture enables the company to leverage different ideas and perspectives, bringing more creativity and innovation to solve complex challenges. Learn more about Deloitte's inclusive culture.

Our Purpose:

- Deloitte's purpose is to make an impact that matters for clients, people, and communities. The company is committed to advancing sustainability, equity, and trust, and this purpose is reflected in its core commitments. Learn more about Deloitte's purpose, commitments, and impact.

Professional Development:

- Deloitte believes there is always room to learn and offers opportunities for employees to build new skills, take on leadership roles, and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, there are various opportunities for professional growth at Deloitte.

Note: As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

Deloitte is an equal opportunity employer and values diversity at all levels. 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, in accordance with applicable law.

Requisition Code: 182216

Not specified.

Comprehensive, independent, and objective wealth transfer planning advice.

Not specified.

Strategic thinking, Tax planning, Compliance, Consulting, AGI, DNI, Tax research, Trusts, Estates, Family offices, Investment vehicles, Charitable pursuits, Closely-held businesses, Client meetings, Tax implications, Training, Mentoring, Supervision, Marketplace eminence building, Pursuits, Fund accounting, General ledger accounting, Communication, Interpersonal, Organizational, Research, Writing, Public accounting, Law firms, Industry, Scheduling, Budgeting, Billing, Travel, Performance evaluation, Compensation, Recruitment, Resume, Interview, Benefits, Diversity, Equity, Inclusion, Creativity, Innovation, Sustainability, Trust, Confidence, Society, Purpose, Development, Mentorship, Entry-level, Senior leaders, Leadership, Legal structure, Attest clients, Public accounting, Employment, Race, Color, Religion, Sex, Sexual orientation, Gender identity, National origin, Age, Disability, Protected veteran status, Legally protected basis, Applicable law.

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

Online through Deloitte's website.

Qualification and Experience Leader, Extensive first-hand knowledge, Taxation, Compliance, Consulting services, Bachelor's degree, Active accreditations, Licensed CPA, Licensed attorney, Enrolled Agent, Certifications, Chartered Financial Advisor, Certified Financial Planner, Experience reviewing partnership and/or trust documents, Experience managing projects, Ability to travel, Advanced degree, Big 4 experience.

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