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
- Salary range: $119,490 to $238,680
- Job title: Tax Senior Manager
- Experience: 8+ years of public accounting experience, with at least 3 years in investment management
- Location: Central Region Office Locations (28 locations available)

Position Summary:

- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses
- Must have a strong understanding and excitement for AGI & DNI
- Opportunity to join Deloitte's growing Private Wealth practice

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 new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles, billing and profitability analysis, and marketplace eminence building and pursuits

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 related to their personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications:

- Bachelor's degree in accounting, finance, or other business-related field
- One of the following accreditations obtained: Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP)
- 8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry
- Experience reviewing partnership and/or trust documents
- Experience managing projects, including scheduling, budgeting, client correspondence, and billing
- Ability to travel up to 25% based on the work and clients served

Preferred Qualifications:

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

Compensation:

- Wage range takes into account various factors such as skill sets, experience and training, licensure and certifications, and organizational needs
- Estimated range for this role is $119,490 to $238,680
- Eligible for discretionary annual incentive program based on individual and organizational performance

Recruiting Tips:

- From resume building to interview preparation, Deloitte provides tips to help candidates feel prepared and confident in exploring opportunities with the company

Benefits:

- Deloitte values its people and offers employees a broad range of benefits
- Learn more about the benefits of working at Deloitte

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers individuals to be their authentic selves and contribute their unique perspectives
- This enables the company to leverage different ideas and perspectives to bring creativity and innovation to solve complex challenges
- Learn more about Deloitte's inclusive culture

Our Purpose:

- Deloitte's purpose is to make an impact that matters for clients, people, and communities
- The company is committed to creating trust and confidence in a more equitable society
- Purpose is integrated into Deloitte's daily work and defines who they are as a company
- Learn more about Deloitte's purpose, commitments, and impact

Professional Development:

- Deloitte believes in continuous learning and provides opportunities for employees at all levels to develop new skills and take on leadership roles
- From on-the-job learning experiences to formal development programs, professionals have various opportunities to grow throughout their career

Deloitte Tax LLP:

- 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

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: 165136

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, Partnerships, Corporations, Estate Planning, Wealth Transfer Planning, Financial Planning, Billing, Profitability Analysis, Client Management, Project Management, Travel, Fund Accounting, General Ledger Accounting, Communication, Interpersonal, Organizational, Research, Writing.

Bachelor's degree in accounting, finance, or other business-related field, Advanced degree preferred (MST, MAcc, JD, 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 8+ years of public accounting experience or equivalent in law firms or industry, Bachelor's degree in accounting, finance, or other business-related field, CPA, Attorney, Enrolled Agent, CFA, CFP, MST, MAcc, JD, or LLM.

Legal