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

8-8 yrs required

Full-time

No

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

H1: Join Deloitte's Private Wealth Tax Services Team as a Tax Senior Manager

H2: Deliver Compliance and Consulting Services to High Net Worth Individuals and Their Businesses

Bold Headlines:
- Opportunity to Lead and Strategize Across Multiple Areas of Taxation
- Work with Ultra-Affluent Clients and Make an Impact on Their Wealth Planning
- Join a Growing Practice at Deloitte's Private Wealth Tax Services
- Recruiting for this Role Ends on June 1, 2025 - Don't Miss Out!
- Competitive Salary Range and Additional Benefits Offered
- Develop Skills, Take on Leadership Opportunities, and Grow at Deloitte

Position Summary:
- Seeking a Tax Senior Manager with extensive knowledge in various areas of taxation
- Responsible for delivering compliance and consulting services to high net worth individuals, trusts, estates, family offices, and closely-held businesses
- Exciting opportunity to work with complex tax issues and planning opportunities
- Join Deloitte's growing Private Wealth practice and make an impact on clients' financial comfort, business needs, and family legacy
- Recruiting for this role ends on June 1, 2025 - apply now!

What You'll Do:
- Conduct 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 transactions
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles, billing and profitability analysis, and marketplace eminence building and pursuits
- Work with ultra-affluent clients, including families with multigenerational wealth, entrepreneurs, and family offices

The Team:
- Deloitte's Private Wealth team focuses on the specialized needs of the ultra-affluent
- Comprehensive, independent, and objective wealth transfer planning advice provided
- Help clients make informed, strategic decisions for 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 work in a hybrid model, co-locating 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 required (licensed CPA, 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%, 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

Salary Information:
- Wide range of factors considered in compensation decisions, including skill sets, experience, training, licensure and certifications, and other business and organizational needs
- Estimated salary range of $119,490 to $238,680 (not adjusted for geographic location)
- Possibility of participating in a discretionary annual incentive program, subject to program rules and individual and organizational performance

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

Our People and Culture:
- Diverse, equitable, and inclusive culture at Deloitte empowers individuals to be themselves and contribute their unique perspectives
- Leverage different ideas and perspectives to bring creativity and innovation to solving complex client challenges
- Inclusive culture makes Deloitte one of the most rewarding places to work
- Learn more about our inclusive culture at Deloitte

Our Purpose:
- Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities
- Creating trust, confidence, and equity in society
- Purpose is synonymous with how we work every day at Deloitte
- Focusing on sustainability, equity, and trust through our core commitments
- Learn more about Deloitte's purpose, commitments, and impact

Professional Development:
- From entry-level employees to senior leaders, there's always room to learn at Deloitte
- Opportunities to build new skills, take on leadership roles, and connect and grow through mentorship
- Formal development programs and on-the-job learning experiences available
- Grow throughout your career at Deloitte

Deloitte Tax LLP:
- Subsidiary of Deloitte LLP
- Learn more about the legal structure of Deloitte LLP and its subsidiaries at
- 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: 182216

Recruiting Tips:
- From developing a stand-out resume to acing the interview, Deloitte wants you to feel prepared and confident as you explore career opportunities
- Check out recruiting tips from Deloitte recruiters on our website

Information for Applicants with a Need for Accommodation:
- Deloitte is committed to providing assistance for disabled applicants
- Learn more about our assistance program for disabled applicants at

Not specified.

Comprehensive benefits package including health, dental, vision, retirement, etc.

Not specified.

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Tax Research, Tax Returns, Client Meetings, Tax Planning, AGI, DNI, Training, Mentoring, Supervision, Client-contact, Billing, Profitability Analysis, Marketplace Eminence Building, Pursuits, Wealth Transfer Planning, Strategic Decision Making, Personal Financial Comfort, Business and Investment Needs, Family Legacy, Charitable Giving, Estate Planning, Hybrid Work Model, Project Management, Advanced Degree, Big 4 Experience, Fund Accounting, General Ledger Accounting, Communication, Interpersonal Skills, Organizational Skills, Research, Writing Skills, Geographic Differential, Annual Incentive Program, Accommodation, Recruiting, Benefits, Diversity, Equity, Inclusion, Creativity, Innovation, Purpose, Impact, Professional Development, Mentorship, On-the-job Learning, Formal Development Programs.

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

Apply through the Deloitte website or follow the link provided in the job posting.

Qualification and Experience 8+ years of public accounting experience, Bachelor's degree in accounting, finance, or other business-related field, Licensed CPA, Licensed Attorney, Enrolled Agent, Certifications (CFA, CFP), Advanced degree (MST, MAcc, JD, LLM).

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