Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

# Tax Manager, Investment Management, Private Wealth

Are you an experienced Tax Manager with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients, trusts, estates, family offices, investment vehicles, and closely-held business concerns? If so, a career with Deloitte’s Private Wealth practice may be the right fit for you!

## Job Description

As a Tax Manager in Deloitte’s Private Wealth practice, you will be responsible for:

* Performing high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
* Preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client
* Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors
* Taking on lead client-contact roles, and billing and profitability analysis, on engagements
* Being involved in marketplace eminence building and pursuits

## The Team

Deloitte’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. We provide comprehensive, independent, and objective wealth transfer planning advice, and 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

To be eligible for this role, you must have:

* 5+ 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:
* Licensed CPA in state of practice/primary office if eligible to sit for the CPA
* If not CPA eligible:
* Licensed attorney
* Enrolled Agent
* Certifications:
* Chartered Financial Advisor (CFA)
* Certified Financial Planner (CFP)
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

The following qualifications are preferred, but not required:

* 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 including scheduling, budgeting, client correspondence, and billing
* Strong communication, interpersonal, and organizational skills
* Excellent research and writing skills

## Salary

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $193,440.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

## Locations

This role is available in 15 locations:

* Boise, Idaho, United States
* Costa Mesa, California, United States
* Fresno, California, United States
* Honolulu, Hawaii, United States
* Las Vegas, Nevada, United States
* Los Angeles, California, United States
* Pleasanton, California, United States
* Portland, Oregon, United States
* Sacramento, California, United States
* Salt Lake City, Utah, United States
* San Diego, California, United States
* San Francisco, California, United States
* San Jose, California, United States
* Seattle, Washington, United States
* Tempe, Arizona, United States

## 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. Check out recruiting tips from Deloitte recruiters.

## Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

## Our People and Culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

## Our Purpose

Deloitte’s purpose is to make an impact that matters for our clients,

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At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.

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Ability to perform job responsibilities within a hybrid work model; 5+ years of public accounting experience; Bachelor's degree in accounting, finance, or other business-related field; One of the following accreditations obtained Licensed CPA in state of practice/primary office, if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP); Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

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

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Qualification and Experience Licensed CPA in state of practice/primary office, if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP); 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 including scheduling, budgeting, client correspondence, and billing; Strong communication, interpersonal, and organizational skills; Excellent research and writing skills

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