Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

Summary:

Deloitte is seeking a Tax Manager for their Private Wealth practice in various locations throughout the Central Region. This role requires a leader with extensive knowledge in multiple areas of taxation, who can deliver compliance and consulting services to individual clients, trusts, estates, and closely-held businesses. The Tax Manager will also be responsible for training, mentoring, and supervising new and experienced Tax Consultants and Seniors, as well as being involved in marketplace eminence building and pursuits.

Position Summary:

- Tax Manager, Investment Management, Private Wealth in Central Region
- Recruiting ends on June 1, 2024
- Ability to perform job responsibilities within a hybrid work model
- 5+ years of public accounting experience 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: CPA, licensed attorney, enrolled agent, CFA, or CFP
- Ability to travel up to 25%
- Preferred: Advanced degree and prior Big 4 experience
- Wage range: $84,980 to $169,650
- Eligible for discretionary annual incentive program
- Recruiting tips and benefits offered by Deloitte
- Emphasis on diverse, equitable, and inclusive culture
- Deloitte's purpose is to make an impact that matters for clients, people, and communities
- Professional development opportunities available at all levels
- Deloitte Tax LLP is a subsidiary of Deloitte LLP and 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.

Not specified

Not specified

Not specified

Leadership, Strategic thinking, Taxation, Compliance, Consulting, Individual clients, Trusts, Estates, Family offices, Investment vehicles, Charitable pursuits, Closely-held business concerns, Tax issues, AGI, DNI, Tax research, Tax returns, Client meetings, Tax planning, Transactions, Training, Mentoring, Supervision, Lead client-contact, Billing, Profitability analysis, Marketplace eminence building, Pursuits, Wealth transfer planning, Financial planning, Estate planning, Hybrid work model, Public accounting, Investment management, Law firms, Industry, Accounting, Finance, Business-related field, CPA, Attorney, Enrolled Agent, Chartered Financial Advisor, Certified Financial Planner, Travel, Advanced degree, MST, MAcc, JD, LLM, Big 4 experience, Fund accounting, General ledger accounting, Project management, Communication, Interpersonal skills, Organizational skills, Research, Writing

Bachelor's degree in accounting, finance, or other business-related field, Advanced degree preferred (MST, MAcc, JD, or LLM)

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 5+ years of public accounting experience, Bachelor's degree in accounting, finance, or other business-related field, Licensed CPA/attorney/enrolled agent, Chartered Financial Advisor/Certified Financial Planner, Ability to travel up to 25%

Legal