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)
- Highly skilled and experienced leader in multiple areas of taxation
- Deliver compliance and consulting services to individual clients, trusts, estates, family offices, investment vehicles, and closely-held businesses
- Provide solutions to complex tax issues and have a deep understanding of AGI & DNI
- Recruiting for this role ends on June 1, 2024

What You'll Do:
- Perform high-level reviews of tax research and returns
- Lead client meetings on compliance and consulting projects
- Train, mentor, and supervise Tax Consultants and Tax Seniors
- Take on lead client-contact roles and billing and profitability analysis
- Be involved in marketplace eminence building and pursuits

The Team:
- Deloitte Tax LLP's Private Wealth team specializes in the needs of the ultra-affluent
- Provide comprehensive wealth transfer planning advice for families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Help clients make strategic decisions for their personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications:
- Ability to work in a hybrid model, co-locating in person 2-3 days per week
- 8+ years of public accounting experience (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, attorney, or Enrolled Agent
- Certifications such as CFA or CFP preferred
- Experience reviewing partnership and/or trust documents
- Ability to travel up to 25%

The Wage Range:
- Takes into account various factors such as skill sets, experience and training, licensure and certifications, and organizational needs
- Not adjusted for geographic differential
- Estimated range is $119,490 to $238,680

Recruiting Tips:
- Deloitte offers tips for developing a standout resume and preparing for interviews

Benefits:
- Deloitte values its employees and offers a broad range of benefits

Our People and Culture:
- Diverse, equitable, and inclusive culture that empowers individuals to contribute their unique perspectives and make a difference
- Enables us to leverage different ideas and perspectives to bring creativity and innovation to solving complex challenges

Our Purpose:
- Deloitte's purpose is to make an impact that matters for clients, people, and communities
- Focused on advancing sustainability, equity, and trust through core commitments

Professional Development:
- Opportunities for employees at all levels to learn and grow through mentorship, on-the-job learning experiences, and formal development programs

Deloitte:
- Deloitte Tax LLP is a subsidiary of Deloitte LLP
- Equal opportunity employer, offering employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status
- Requisition code: 165136

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Taxation, Compliance, Consulting, Individual Client Services, Trusts, Estates, Family Offices, Investment Vehicles, Charitable Pursuits, Closely-held Business Concerns, AGI & DNI, Tax Research, Tax Returns, Client Meetings, Tax Planning, Marketplace Eminence Building, Project Management, Scheduling, Budgeting, Client Correspondence, Billing, Travel

Bachelor's degree in Accounting, Finance or related field

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, Bachelor's degree in Accounting, Finance or related field, Licensed CPA or eligible to sit for the CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Advanced Degree (MST, MAcc, JD, LLM)

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