Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)

* Salary range: $84,980 - $169,650
* Job title: Tax Manager
* Experience: 5+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry

Position Summary
- Seeking a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation
- 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
- Solutions to complex tax issues
- Knowledge of AGI & DNI
- Career opportunity with Deloitte's growing Private Wealth practice

What You'll Do
- Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
- Prepare and lead client meetings on compliance and consulting projects
- Train, mentor, and supervise new and experienced 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
- Private Wealth team focuses on the specialized needs of the ultra-affluent
- Provide comprehensive, independent, and objective wealth transfer planning advice
- 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

Qualifications
- Ability to perform job responsibilities within a hybrid work model
- Ability to 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
- One of the following accreditations obtained:
- Licensed CPA
- Licensed attorney
- Enrolled Agent
- Certifications: Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

The wage range for this role takes into account various factors including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for geographic differentials. Compensation decisions are dependent on the individual's case.

Benefits
- Broad range of benefits
- Great people make a great organization
- Diverse, equitable, and inclusive culture
- Empowers people to be who they are and contribute their unique perspectives
- Focusing on advancing sustainability, equity, and trust

Professional Development
- Opportunities to build new skills
- Take on leadership opportunities
- Connect and grow through mentorship
- On-the-job learning experiences
- Formal development programs

Deloitte
- Deloitte Tax LLP, a subsidiary of Deloitte LLP
- 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

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
- In accordance with applicable law

Requisition code: 182440

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Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Client Services, Tax Research, Tax Planning, Complex Tax Issues, AGI & DNI, Training, Mentoring, Supervision, Client-Contact, Billing, Profitability Analysis, Marketplace Eminence Building, Pursuits, Hybrid Work Model, Travel, Public Accounting, Investment Management, Law Firms, Industry, Accounting, Finance, Business-Related Field, CPA, Attorney, Enrolled Agent, Certifications, Chartered Financial Advisor, Certified Financial Planner, Fund Accounting, General Ledger Accounting, Project Management, Scheduling, Budgeting, 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:



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