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)

- Position available in 29 locations across the US
- Recruiting for this role ends on June 1, 2025
- Requires ability to perform job responsibilities within a hybrid work model, co-locating in person 2-3 days per week
- 8+ years of public accounting experience or equivalent in law firms or industry, with at least 3 years in investment management
- Bachelor's degree in accounting, finance, or other business-related field required
- Active accreditation as a CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP
- Experience reviewing partnership and/or trust documents
- Project management experience, including scheduling, budgeting, client correspondence, and billing
- Ability to travel up to 25% based on the work and clients served
- Advanced degree such as MST, MAcc, JD, or LLM preferred
- Prior Big 4 experience a plus
- Knowledge of fund accounting and general ledger accounting
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

Deloitte Private Wealth Tax Services

- Specialized in serving 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 related to personal financial comfort, business and investment needs, family legacy, and charitable giving
- Focuses on marketplace eminence building and pursuits

Job responsibilities

- Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and 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
- Begin taking on lead client-contact roles, and billing and profitability analysis, on engagements
- Begin to be involved in marketplace eminence building and pursuits

The Team

- Deloitte Tax LLP Private Wealth team
- Focused on specialized needs of the ultra-affluent
- Provides comprehensive, independent, and objective wealth transfer planning advice
- Helps clients make informed, strategic decisions related to personal financial comfort, business and investment needs, family legacy, and charitable giving
- Learn more about Deloitte Private Wealth Tax Services

Salary information

- Wage range takes into account factors such as skill sets, experience and training, licensure and certifications, and other business and organizational needs
- Range estimate has not been adjusted for geographic differential
- 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
- Reasonable estimate of current range is $119,490 to $238,680
- Eligible to participate in a discretionary annual incentive program, subject to rules governing the program

Benefits

- Broad range of benefits offered to employees at Deloitte
- Great people make a great organization
- Valued diversity, equity, and inclusion
- Empowers individuals to contribute their unique perspectives and make a difference
- Enables leveraging of different ideas and perspectives for more creativity and innovation
- Learn more about what working at Deloitte can mean for you

Our people and culture

- Diverse, equitable, and inclusive culture
- Empowers individuals to be who they are and contribute their unique perspectives
- Enables leveraging of different ideas and perspectives for more creativity and innovation
- Makes Deloitte one of the most rewarding places to work
- Learn more about our inclusive culture

Our purpose

- Deloitte's purpose is to make an impact that matters for clients, people, and communities
- Creating trust and confidence in a more equitable society
- Purpose is synonymous with how we work every day, defining who we are
- Focusing collective efforts to advance sustainability, equity, and trust
- Learn more about Deloitte's purpose, commitments, and impact

Professional development

- Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
- From on-the-job learning experiences to formal development programs
- Variety of opportunities to continue to grow throughout career

Deloitte Tax LLP

- Subsidiary of Deloitte LLP
- Please see for detailed description of legal structure
- Certain services may not be available to attest clients under rules and regulations of public accounting

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, or any other legally protected basis, in accordance with applicable law
- Requisition code: 182216

Not specified

Comprehensive benefits package

Not specified

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Research, Billing, Client Management, Travel, Communication, Interpersonal, Organizational, Research, Writing

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

Interested candidates should apply through the Deloitte careers website

Qualification and Experience 8+ years of public accounting experience, Bachelor's degree in accounting, finance, or other business-related field, Active accreditations such as CPA, Licensed attorney, Enrolled Agent, Certifications such as CFA, CFP, Advanced degree, Prior Big 4 experience, Knowledge of fund accounting and general ledger accounting

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