Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

The Tax Manager position in the Private Wealth practice at Deloitte is a great opportunity for a strategic thinker with extensive knowledge in multiple areas of taxation. This role involves delivering compliance and consulting services to individual clients, trusts, estates, family offices, investment vehicles, and closely-held business concerns. The position also requires providing solutions to complex tax issues and being well-versed in AGI & DNI. The role is available in 29 locations across the Central Region.

Salary Information:
- The wage range for this role is $84,980 to $169,650, taking into account factors such as skill sets, experience, training, licensure and certifications, and other business and organizational needs.
- Eligibility for participation in a discretionary annual incentive program may also be available, depending on individual and organizational performance.

Job Title:
- Tax Manager, Private Wealth (Central Region Office Locations)

Experience:
- 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
- Advanced degree such as MST, MAcc, JD, or LLM (preferred)
- Prior Big 4 experience (preferred)

Position Summary:
- Lead and perform high-level reviews of tax research and work papers for individual, fiduciary, partnership, closely-held corporations, estate, and gift tax returns.
- Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions.
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors.
- Take on lead client-contact roles, billing and profitability analysis, and involvement in marketplace eminence building and pursuits.

The Team:
- Deloitte Tax LLP's Private Wealth 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, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving.

Qualifications:
- 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.
- One of the following accreditations obtained: Licensed CPA, Licensed attorney, Enrolled Agent, or Certifications such as CFA or CFP.
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.

Recruiting Tips:
- Deloitte provides tips for developing a standout resume and preparing for the interview process to help candidates feel confident in their pursuit of opportunities at the company.

Benefits:
- Deloitte values its employees and offers a broad range of benefits.
- Benefits include but are not limited to professional development opportunities, mentorship, and a diverse, equitable, and inclusive culture.

Our People and Culture:
- Deloitte's inclusive culture empowers individuals to contribute their unique perspectives and make a difference.
- The company leverages different ideas and perspectives to bring more creativity and innovation to solving complex challenges.
- Deloitte's purpose is to make an impact that matters for clients, people, and communities by creating trust and confidence in a more equitable society.

Professional Development:
- From entry-level employees to senior leaders, Deloitte believes in continuous learning and offers opportunities for employees to build new skills, take on leadership roles, and connect and grow through mentorship and formal development programs.

Disclaimer:
- This posting is for the position at Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see the company's website for a detailed description of its legal structure.
- Certain services may not be available to attest clients under the rules and regulations of public accounting.
- Deloitte is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.

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Leadership, strategic thinking, tax research, compliance, consulting, tax planning, AGI & DNI, client meetings, training, mentoring, supervision, client-contact, billing, marketplace eminence building, pursuits, hybrid work model, public accounting, investment management, law firms, fund accounting, general ledger accounting, project management, communication, interpersonal, organizational, research, writing

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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; Licensed CPA, attorney, or enrolled agent; Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP)

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