Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth

8-8 yrs required

Full-time

No

SEO Friendly Job Title: Tax Senior Manager - Business Tax Services - Private Wealth - Investment Management (Central Region Office Locations)

H1: Join Deloitte's Private Wealth Practice as a Tax Senior Manager
H2: Exciting Opportunity in 29 Locations!

Position Summary:
- Seeking a leader with extensive knowledge in taxation for the role of Tax Senior Manager in Deloitte's Private Wealth Tax practice.
- Responsible for providing compliance and consulting services to high net-worth individuals, trusts, estates, family offices, investment vehicles, and closely-held businesses.
- Must possess expertise in complex tax issues and have a strong understanding of AGI & DNI.
- This role involves leading client meetings, training and supervising new and experienced Tax Consultants and Tax Seniors, and involvement in marketplace eminence building and pursuits.

The Team:
- Deloitte Tax LLP's Private Wealth team focuses on the unique needs of ultra-affluent clients, including multigenerational families, entrepreneurs, family offices, and closely-held business owners.
- Provides comprehensive wealth transfer planning advice and assists clients in making informed financial decisions for their personal, business, and charitable pursuits.
- Learn more about Deloitte Private Wealth Tax Services.

Qualifications:
Required:
- Ability to work within a hybrid work model, with in-person co-location required 2-3 days per week.
- 8+ years of experience in public accounting (with at least 3 years in investment management), law firms, or industry.
- Bachelor's degree in accounting, finance, or related field.
- Active accreditation such as CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP.
- Experience in reviewing partnership and/or trust documents, managing projects, and ability to travel up to 25%.

Preferred:
- Advanced degree such as MST, MAcc, JD, or LLM.
- Prior experience in a Big 4 firm.
- Knowledge of fund accounting and general ledger accounting.
- Strong communication, interpersonal, and organizational skills.
- Excellent research and writing abilities.

Salary Information:
- The wage range for this role takes into account various factors such as skills, experience, certifications, and organizational needs.
- The estimated range is $119,490 to $238,680.
- Compensation decisions are dependent on individual circumstances and are typically not at the top of the range for a role.
- Eligible for participation in a discretionary annual incentive program.

Benefits:
- Deloitte values its employees and offers a range of benefits.
- Learn more about what working at Deloitte can mean for you.

Our People and Culture:
- Our diverse, equitable, and inclusive culture allows employees to contribute their unique perspectives and make a difference.
- At Deloitte, purpose is at the core of everything we do.
- We are committed to advancing sustainability, equity, and trust in our work.
- Learn more about our inclusive culture and our purpose, commitments, and impact.

Professional Development:
- We believe in continuous learning and offer opportunities for career growth and development.
- From on-the-job learning experiences to formal development programs, our professionals have various opportunities to grow throughout their career.

Company:
- As used in this posting, "Deloitte" refers to 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 public accounting regulations.

Equal Opportunity Employer:
- 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, in accordance with applicable law.

Requisition Code: 182216.

Not specified

Comprehensive benefits package

Not specified

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Tax Planning, Research, Training, Mentoring, Supervision, Client Contact, Billing, Profitability Analysis, Marketplace Eminence Building, Pursuits, Tax Returns, Partnership, Corporate Tax, Estate Tax, Gift Tax, Tax Professionals, CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor, Certified Financial Planner, Fund Accounting, General Ledger Accounting, Communication, Interpersonal, Organizational, Research, Writing.

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

Apply through Deloitte's career website.

Qualification and Experience 8+ years of public accounting experience, Bachelor's degree in accounting, finance, or other business-related field, Active accreditation as a Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor, or Certified Financial Planner, Experience reviewing partnership and/or trust documents, Experience managing projects, Ability to travel up to 25%, on average.

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