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

8-8 yrs required

Full-time

No

SEO Friendly Job Title: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth

H1: Join Deloitte's Growing Private Wealth Practice as a Tax Senior Manager

H2: Deliver Compliance and Consulting Services as a Tax Senior Manager in Private Wealth

Bold Headlines:

- Lead and Strategize: Join Deloitte's Private Wealth Practice as a Tax Senior Manager
- Opportunity for Growth: Tax Senior Manager in Private Wealth at Deloitte
- Expertise in Taxation: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth
- Recruiting Now: Tax Senior Manager in 28 Locations at Deloitte
- Exciting Career: Tax Senior Manager in Deloitte's Private Wealth Practice
- Join the Team: Tax Senior Manager in Private Wealth at Deloitte
- Strategic Planning: Tax Senior Manager in Private Wealth at Deloitte
- Building Wealth: Tax Senior Manager in Private Wealth at Deloitte
- Lead and Mentor: Tax Senior Manager in Private Wealth at Deloitte
- Make an Impact: Tax Senior Manager in Private Wealth at Deloitte

Salary Information:

- The disclosed wage range for this role is $119,490 to $238,680, taking into account factors such as skill sets, experience, training, licensure and certifications, and other business and organizational needs.
- Compensation decisions are dependent on individual circumstances and it is not typical for individuals to be hired at the top of the range for their role.
- Eligibility for participation in a discretionary annual incentive program is also possible, subject to program rules and various factors such as individual and organizational performance.

Job Title: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth

Experience Information:

- 8+ years of public accounting experience (with 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: CPA, licensed attorney, enrolled agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP).
- Prior Big 4 experience and/or advanced degree in related field is preferred.
- Experience reviewing partnership and/or trust documents, managing projects, and ability to travel up to 25%.

Position Summary:

- Seeking a leader and strategic thinker with extensive first-hand knowledge in multiple areas of taxation for a Tax Senior Manager role in Deloitte's growing Private Wealth 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.
- 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, 2024.

Responsibilities:

- Perform high-level reviews of tax research and work papers for individual, fiduciary, partnership, closely-held corporations, estate, and gift tax returns.
- 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.
- Take on lead client-contact roles, and billing and profitability analysis, on engagements.
- Be involved in marketplace eminence building and pursuits.

The Team:

- 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.
- Provides comprehensive, independent, and objective wealth transfer planning advice to clients, helping them make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving.
- Learn more about Deloitte Private Wealth Tax Services.

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.
- 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.
- One of the following accreditations obtained: CPA, 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:

- Deloitte offers recruiting tips to help candidates develop a stand-out resume and prepare for the interview process.
- Tips include showcasing relevant skills and experience, researching the company, and being confident and prepared.

Benefits:

- Deloitte values its people and offers a broad range of benefits to employees.
- Learn more about what working at Deloitte can mean for you.

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers employees to be who they are, contribute their unique perspectives, and make a difference individually and collectively.
- This culture enables the firm to leverage different ideas and perspectives, bringing more creativity and innovation to help solve client's most complex challenges.
- Learn more about our inclusive culture.

Our Purpose:

- Deloitte's purpose is to make an impact that matters for clients, employees, and communities.
- The firm is committed to creating trust and confidence in a more equitable society and focuses its

Not specified

Not specified

Not specified

Leadership, Strategic thinking, Taxation, Compliance, Consulting, Individual clients, Trusts, Estates, Family offices, Investment vehicles, Charitable pursuits, Closely-held business concerns, Tax issues, AGI, DNI, Tax research, High-level review, Tax returns, Client meetings, Tax planning, Transactions, Training, Mentoring, Supervision, Billing, Profitability analysis, Marketplace eminence, Pursuits, Ultra-affluent, Multigenerational wealth, Entrepreneurs, Comprehensive planning, Wealth transfer, Strategic decisions, Personal financial comfort, Business and investment needs, Family legacy, Charitable giving, Estate planning, Accounting, Finance, Business-related field, CPA, Attorney, Enrolled agent, CFA, CFP, Partnership documents, Trust documents, Project management, Scheduling, Budgeting, Client correspondence, Billing, Travel

Bachelor's degree in accounting, finance, or other business-related field, Advanced degree such as MST, MAcc, JD, or LLM

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. btstax
recruiting tips

from developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at deloitte

Qualification and Experience 8+ years of public accounting experience or equivalent in law firms or industry, Bachelor's degree in accounting, finance, or other business-related field, Accreditation or certification in relevant field, Experience with partnership and/or trust documents, Project management experience, Ability to travel up to 25%

Legal