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

8-8 yrs required

Full-time

No

SEO friendly job title: Tax Senior Manager - Private Wealth Services - Investment Management (Central Region)

H1: Tax Senior Manager - Private Wealth Services - Investment Management (Central Region)

H2: Join Deloitte's Growing Private Wealth Practice!

Bold headlines:

- Tax Senior Manager role in Deloitte's Private Wealth Services
- Strategic thinker with extensive knowledge in multiple areas of taxation
- Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, and more
- Opportunity to work in 29 locations across the US
- Recruiting for this role ends on June 1, 2025
- Responsibilities include high-level reviews of tax research, client meetings, and training and mentoring new and experienced Tax Consultants
- Focus on specialized needs of ultra-affluent clients, including multigenerational wealth, entrepreneurs, and closely-held business owners
- Comprehensive wealth transfer planning advice and assistance with personal financial comfort, business and investment needs, family legacy, and charitable giving
- Qualifications include 8+ years of public accounting experience, active accreditations, and experience managing projects and client correspondence
- Competitive salary range of $119,490 to $238,680, with potential for annual incentive program
- Deloitte values diversity, equity, and inclusion and offers opportunities for professional development and mentorship
- Join Deloitte's purpose to make an impact that matters for clients, people, and communities
- 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

Comprehensive benefits package (details may vary)

Not specified

Leadership, Strategic Thinking, Tax Compliance, Consulting, Tax Research, Tax Planning, AGI, DNI, Client Meetings, Team Management, Billing, Profitability Analysis, Marketplace Eminence, Wealth Transfer Planning, Estate Planning, Communication, Interpersonal, Organizational, Research, Writing

Bachelor's Degree in Accounting, Finance, or other Business-related field, Active Accreditation (CPA, Licensed Attorney, Enrolled Agent, CFA, CFP), Advanced Degree (MST, MAcc, JD, LLM) preferred.

Interested candidates can apply by submitting their resume and cover letter through the Deloitte website or by contacting the company directly.

Qualification and Experience Bachelor's Degree in Accounting, Finance, or other Business-related field, 8+ years of Public Accounting experience, Active Accreditation (CPA, Licensed Attorney, Enrolled Agent, CFA, CFP), Experience with Partnership and/or Trust Documents, Project Management experience, Ability to Travel

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