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 | Business Tax Services

Position Summary:

- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held business concerns
- Must have a strong understanding of AGI & DNI
- Opportunity to join Deloitte's growing Private Wealth practice

What You'll Do:

- Perform high-level reviews of tax research and work papers for individual, fiduciary, partnership, closely-held corporations, estate, and gift tax returns
- Lead client meetings for compliance and consulting projects
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles, billing and profitability analysis, and participate in marketplace eminence building and pursuits

The Team:

- Focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Provides comprehensive, independent, and objective wealth transfer planning advice
- Helps clients make informed decisions related to personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications:

Required:

- Ability to work in a hybrid model (in-person and remote)
- 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 related field
- Active accreditation in one of the following:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- Licensed attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Experience reviewing partnership and/or trust documents
- Project management experience
- Ability to travel up to 25% for work

Preferred:

- Advanced degree (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 abilities

Salary Information:

- Wage range for this role is $119,490 to $238,680
- Range takes into account factors such as skills, experience, training, licensure/certifications, and other business and organizational needs
- Compensation decisions are dependent on individual circumstances and not typically at the top of the range

Benefits:

- Deloitte offers a broad range of benefits to employees
- Great people make a great organization
- Inclusive culture empowers individuals to contribute their unique perspectives and make a difference
- Purpose is to make an impact that matters for clients, people, and communities
- Opportunities for professional development and growth

Professional Development:

- Deloitte values continuous learning and offers opportunities for employees to build new skills, take on leadership roles, and connect and grow through mentorship
- From on-the-job learning experiences to formal development programs, there are various opportunities for growth

Deloitte is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, in accordance with applicable laws.

Recruiting for this role ends on June 1, 2025.

Requisition code: 182216

Not specified

Comprehensive benefits package offered

Not specified

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Individual Clients, Trusts, Estates, Family Offices, Investment Vehicles, Charitable Pursuits, Closely-Held Business Concerns, AGI, DNI, Tax Research, Tax Returns, Client Meetings, Tax Planning, Complex Tax Issues, Training, Mentoring, Supervision, Billing, Profitability Analysis, Marketplace Eminence Building, Pursuits, Wealth Transfer Planning, Wealth Management, Estate Planning, Compliance, Consulting, Partnerships, Trusts, Budgeting, Client Correspondence, Fund Accounting, General Ledger Accounting, Communication, Interpersonal, Organizational, Research, Writing.

Bachelor's degree in accounting, finance, or other business-related field. Advanced degree (MST, MAcc, JD, LLM) preferred.

Applicants should submit their resume and cover letter through the Deloitte career website.

Qualification and Experience 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 (CPA, attorney, enrolled agent, CFA, CFP), Experience reviewing partnership and/or trust documents, Project management experience, Ability to travel up to 25%.

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