Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

Tax Manager, Investment Management, Private Wealth (Central Region Office Locations) - $84,980 to $169,650

Position Summary:

- Seeking a highly skilled and experienced Tax Manager with extensive knowledge in various areas of taxation for Deloitte's growing Private Wealth practice.
- Must have expertise in delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns.
- Excels in solving complex tax issues and has a strong understanding of AGI & DNI.
- This role will involve working with high net worth individuals and families, providing strategic tax planning advice and solutions.
- Recruiting for this role will end on June 1, 2024.

Responsibilities:

- 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 on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions.
- Train, mentor, and supervise Tax Consultants and Tax Seniors.
- Take on lead client-contact roles, and handle billing and profitability analysis on engagements.
- Involved in marketplace eminence building and pursuits.

Team:

- The Private Wealth team at Deloitte Tax LLP focuses on the specialized needs of the ultra-affluent.
- Provides comprehensive, independent, and objective wealth transfer planning advice to high net worth individuals and families.
- Helps clients make strategic decisions related to their personal financial comfort, business and investment needs, family legacy, and charitable giving.
- Learn more about Deloitte Private Wealth Tax Services.

Qualifications:

- Must be able to work in a hybrid model, co-locating in person 2-3 days per week.
- 5+ years of public accounting experience, with 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.
- Must have one of the following accreditations: Licensed CPA, licensed attorney, enrolled agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP).
- Ability to travel up to 25% based on the work you do and the clients and industries/sectors you serve.

Preferred Qualifications:

- 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.

Benefits:

- Deloitte offers a broad range of benefits to its employees.
- Great people make a great organization, and Deloitte values its people.
- Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference.
- We are committed to advancing sustainability, equity, and trust in our communities.
- Deloitte believes in continuous learning and offers opportunities for professional development and growth.

Recruiting Tips:

- From developing a stand out resume to preparing for the interview, Deloitte wants its candidates to feel confident and prepared.
- Check out recruiting tips from Deloitte recruiters.

Professional Development:

- From entry-level employees to senior leaders, Deloitte believes there's always room to learn.
- Offers opportunities to build new skills, take on leadership roles, and connect and grow through mentorship.
- Provides on-the-job learning experiences and formal development programs for continued growth.

Disclaimer:

- As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP.
- Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.
- Certain services may not be available to attest clients under the rules and regulations of public accounting.
- 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.
- Requisition code: 164890.

Not specified

Not specified

Not specified

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Research, Financial Planning, Client Management, Training, Mentoring, Communication, Interpersonal, Organizational, Writing

Not specified

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 Bachelor's degree in accounting, finance, or other business-related field, CPA, Attorney, Enrolled Agent, CFA, CFP, Advanced degree such as MST, MAcc, JD, or LLM

Legal