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 (Central Region)

H1: Join Deloitte's Private Wealth Tax Team
H2: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region)

Bold Headlines:
- Opportunity to Lead and Strategize in Multiple Areas of Taxation
- Deliver Compliance and Consulting Services to Ultra-Affluent Clients
- Exciting Career Opportunity in Deloitte's Growing Private Wealth Practice
- Recruiting for Tax Senior Manager Ends June 1, 2025
- Comprehensive Wealth Transfer Planning Advice for Ultra-Affluent Clients
- Build Your Skills and Grow Your Career at Deloitte

Bullet Points:
- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation
- Responsible for delivering compliance and consulting services to ultra-affluent clients
- Must have at least 8 years of public accounting experience, with 3 years in investment management
- Required education: Bachelor's degree in accounting, finance, or related field
- Must hold active accreditation, such as CPA, attorney, enrolled agent, CFA, or CFP
- Experience with partnership and/or trust documents and project management preferred
- Ability to travel up to 25% for client engagements
- Advanced degree and prior Big 4 experience a plus
- Strong communication, interpersonal, and organizational skills
- Competitive salary range of $119,490 to $238,680
- Eligible for discretionary annual incentive program
- Deloitte values diversity, equity, and inclusion in its culture and work environment
- Committed to making an impact that matters for clients, people, and communities
- Opportunities for professional development and growth throughout career

Deloitte, a leading professional services firm, is seeking a Tax Senior Manager to join their Private Wealth Tax Team. This role is available in 29 locations across the country and offers a unique opportunity to lead and strategize in multiple areas of taxation. If you have extensive knowledge in individual, fiduciary, partnership, closely-held corporations, estate, and gift tax, and are excited about complex tax issues, this could be the perfect career opportunity for you.

As a Tax Senior Manager, you will have the chance to work with ultra-affluent clients, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. You will provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make informed decisions related to their personal financial comfort, business and investment needs, family legacy, and charitable giving.

In this role, you will perform high-level reviews of tax research and returns, lead client meetings, and train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors. You will also be involved in marketplace eminence building and pursuits, and have the opportunity to take on lead client-contact roles and billing and profitability analysis on engagements.

To be considered for this role, you must have at least 8 years of public accounting experience (with at least 3 years in investment management) or equivalent in law firms or industry. You must also hold a Bachelor's degree in accounting, finance, or a related field, and have an active accreditation such as CPA, attorney, enrolled agent, CFA, or CFP. Experience with partnership and/or trust documents and project management is preferred, as well as the ability to travel up to 25% for client engagements. Advanced degree and prior Big 4 experience are a plus.

Deloitte values diversity, equity, and inclusion in its culture and work environment. The firm is committed to making an impact that matters for clients, people, and communities, and offers opportunities for professional development and growth throughout your career. The firm also offers a competitive salary range of $119,490 to $238,680, and eligibility for a discretionary annual incentive program.

Don't miss out on this exciting opportunity to join Deloitte's Private Wealth Tax Team and make a difference in the lives of ultra-affluent clients. Apply now and take the first step towards a fulfilling and rewarding career with Deloitte.

Not specified

Comprehensive benefits package

Not specified

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Client Meetings, Tax Planning, AGI & DNI, Training, Mentoring, Supervision, Billing, Profitability Analysis, Marketplace Eminence Building, Pursuits, Wealth Transfer Planning, Financial Planning, Communication, Interpersonal, Organizational, Research, Writing

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

Online application

Qualification and Experience 8+ years of public accounting experience (3 years in investment management preferred) or equivalent in law firms or industry, Bachelor's degree in accounting, finance, or other business-related field, Active accreditation such as CPA, Licensed Attorney, Enrolled Agent, CFA, CFP, Advanced degree preferred (MST, MAcc, JD, LLM)

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