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)

- Tax Senior Manager position with Deloitte's growing Private Wealth practice
- Available in 29 locations across the US
- Recruiting for this role ends on June 1, 2025
- Ability to perform job responsibilities within a hybrid work model
- 8+ years of public accounting experience or equivalent in law firms or industry
- Bachelor's degree in accounting, finance, or other business-related field
- Active accreditation such as CPA, attorney, enrolled agent, or CFA/CFP
- Experience reviewing partnership and/or trust documents
- Ability to travel up to 25% for work
- Advanced degree and prior Big 4 experience preferred
- Knowledge of fund and general ledger accounting
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

Salary Information:

- Wage range estimated at $119,490 to $238,680, taking into account factors such as skill sets, experience, and certifications
- Eligible for discretionary annual incentive program based on individual and organizational performance

Job Title:

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

Experience Information:

- 8+ years of public accounting experience or equivalent in law firms or industry

Department Information:

- Private Wealth Tax practice at Deloitte Tax LLP, focusing on the specialized needs of ultra-affluent clients
- Comprehensive, independent, and objective wealth transfer planning advice
- Services for families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners

H1 and H2 Friendly Headings:

H1: Join Deloitte's Growing Private Wealth Practice as a Tax Senior Manager
H2: Recruiting for Tax Senior Manager Position Ends on June 1, 2025

Bold Headlines:

- Deliver Compliance and Consulting Services to High-Net-Worth Clients
- Lead and Mentor New and Experienced Tax Consultants and Seniors
- Involved in Marketplace Eminence Building and Pursuits
- Comprehensive Wealth Transfer Planning Advice for Ultra-Affluent Clients
- Opportunity for Growth and Development at Deloitte

SEO Friendly Job Title:

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

Minimum 500 words, maximum 3000 words:

Deloitte is seeking a Tax Senior Manager for their Private Wealth practice, with a focus on Business Tax Services and Investment Management for ultra-affluent clients. This position is available in 29 locations across the United States and recruiting for the role will end on June 1, 2025.

As a Tax Senior Manager in the Private Wealth Tax practice, you will have the opportunity to lead and mentor new and experienced Tax Consultants and Seniors. You will also be involved in marketplace eminence building and pursuits. The role requires the ability to perform job responsibilities within a hybrid work model, with co-location in person for 2-3 days per week.

To qualify for this position, you must have at least 8 years of public accounting experience, with at least 3 years in investment management, or equivalent experience in law firms or industry. A Bachelor's degree in accounting, finance, or other business-related field is also required. In addition, you must have one of the following active accreditations: CPA (in state of practice/primary office), attorney, enrolled agent, CFA, or CFP. Experience reviewing partnership and/or trust documents is also necessary.

The ideal candidate will also have an advanced degree such as MST, MAcc, JD, or LLM, as well as prior experience at a Big 4 firm. Knowledge of fund and general ledger accounting is a plus. Strong communication, interpersonal, and organizational skills are essential for success in this role, as well as excellent research and writing skills. The ability to travel up to 25% for work is also required.

The wage range for this role takes into account various factors such as skill sets, experience, and certifications, and is estimated at $119,490 to $238,680. In addition, you may be eligible for a discretionary annual incentive program based on individual and organizational performance.

Deloitte is known for their diverse, equitable, and inclusive culture that empowers individuals to contribute their unique perspectives and make a difference. They are committed to sustainability, equity, and trust, and have a purpose to make an impact that matters for their clients, people, and communities. Professional development opportunities are available for employees at all levels.

In summary, Deloitte is seeking a Tax Senior Manager for their Private Wealth practice, with a focus on Business Tax Services and Investment Management. This role is available in 29 locations across the US and recruiting will end on June 1, 2025. The ideal candidate will have at least 8 years of public accounting experience, active accreditations, and strong communication and organizational skills. There is potential for growth and development at Deloitte, a company with a diverse and inclusive culture and a commitment to making an impact.

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Leadership, Strategic Thinking, Tax Compliance, Tax Consulting, Tax Research, Trusts, Estates, Family Offices, Investment Vehicles, Charitable Pursuits, Closely-Held Business Concerns, AGI, DNI, Billing, Profitability Analysis, Marketplace Eminence Building, Project Management, Communication, Interpersonal, Organizational, Research, Writing

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

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. information for applicants with a need for accommodation:



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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, Active CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Experience reviewing partnership and/or trust documents, Project management experience, Ability to travel up to 25%

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