Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

# Tax Manager, Investment Management, Private Wealth

Deloitte is seeking a Tax Manager to join their Private Wealth Tax practice. This role is 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; and taking on lead client-contact roles, and billing and profitability analysis, on engagements.

## Job Requirements

The ideal candidate should possess:

* Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week
* 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 tp 25%, on average, based on the work you do and the clients and industries/sectors you serve

## Preferred Qualifications

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

## Locations

The same job is available in 15 locations:

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

## Salary Range

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.

## Additional Information

Deloitte offers an array of benefits for its employees, including but not limited to:

* Recruiting tips from Deloitte recruiters
* Comprehensive benefits package
* Diverse, equitable, and inclusive culture
* Professional development opportunities
* Purpose-driven work that makes an impact in the communities in which we work

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, or any other legally protected basis, in accordance with applicable law.

## Summary

Deloitte is seeking a Tax Manager to join their Private Wealth Tax practice. This role is 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; and taking on lead client-contact roles, and billing and profitability analysis, on engagements. The wage range for this role is $84,980 to $193,440 and the same job is available in 15 locations.

Deloitte offers an array of benefits for its employees, including but not limited to recruiting tips from Deloitte recruiters, a comprehensive benefits package, a diverse, equitable, and inclusive culture, professional development opportunities, and purpose-driven work that makes an impact in the communities in which we work. 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, or any other legally protected basis, in accordance with applicable law.

Refer to website

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

Refer to website

Qualification and 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)

Legal