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

8-8 yrs required

Full-time

No

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

- Tax Senior Manager role in Deloitte's growing Private Wealth practice
- Strategic thinker with extensive knowledge across multiple areas of taxation
- Deliver compliance and consulting services to high net worth clients and their trusts, estates, family offices, and investment vehicles
- Solutions to complex tax issues
- Familiarity with AGI & DNI
- Lead client meetings on compliance and consulting projects
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Begin taking on lead client-contact roles, and billing and profitability analysis
- Involved in marketplace eminence building and pursuits
- Focus on specialized needs of ultra-affluent clients
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving
- Ability to perform job responsibilities within a hybrid work model that requires in-person co-location 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
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA, or licensed attorney, enrolled agent, or certified financial advisor or planner
- Experience reviewing partnership and/or trust documents
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Ability to travel up to 25%
- Advanced degree such as MST, MAcc, JD, or LLM preferred
- Prior Big 4 experience preferred
- Knowledge of fund accounting and general ledger accounting
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills
- Competitive salary range of $119,490 to $238,680, with potential for discretionary annual incentive
- Comprehensive benefits package
- Diverse, equitable, and inclusive culture
- Commitment to sustainability, equity, and trust
- Opportunities for professional development and growth
- Deloitte Tax LLP is a subsidiary of Deloitte LLP, with a focus on Private Wealth services
- Equal opportunity employer, with consideration for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, in accordance with applicable law.

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Leadership, Strategic Thinking, Tax Compliance, Consulting Services, Trusts, Estates, Family Offices, Investment Vehicles, Charitable Pursuits, Closely-Held Business Concerns, Tax Issues, AGI, DNI, Tax Research, Tax Returns, Client Meetings, Tax Planning, Marketplace Eminence Building, Pursuits, Wealth Transfer Planning, Financial Planning, Estate Planning, Fund Accounting, General Ledger Accounting, Communication, Interpersonal Skills, Organizational Skills, Research Skills, Writing Skills

Bachelor's degree in accounting, finance, or other business-related field, advanced degree preferred (MST, MAcc, JD, 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
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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, Licensed CPA or other relevant certifications, Advanced degree such as MST, MAcc, JD, or LLM (preferred)

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