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

8-8 yrs required

Full-time

No

SEO friendly job title: Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth

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

H2: Join Deloitte's Growing Private Wealth Practice as a Tax Senior Manager

Bullet points:
- Leadership and strategic thinking skills required
- Extensive knowledge across multiple areas of taxation
- Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses
- Solutions to complex tax issues
- Excitement for AGI & DNI
- Opportunity to work with Deloitte's growing Private Wealth practice
- Recruiting for this role ends on June 1, 2025
- Perform high-level reviews of tax research and work papers
- Lead client meetings on compliance and consulting projects
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles, billing and profitability analysis, and be involved in marketplace eminence building and pursuits
- Focus on specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Comprehensive, independent, and objective wealth transfer planning advice
- Help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving
- Bachelor's degree in accounting, finance, or other business-related field required
- 8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry
- Active accreditation required (CPA, licensed attorney, enrolled agent, or CFA/CFP)
- 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 work and clients served
- Advanced degree such as MST, MAcc, JD, or LLM preferred
- Prior Big 4 experience preferred
- Knowledge of fund accounting and general ledger accounting preferred
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills
- Hybrid work model with in-person co-location required 2-3 days per week
- Competitive salary range of $119,490 to $238,680, with potential for annual incentive program participation
- Comprehensive benefits package offered to employees
- Inclusive culture that values diversity and empowers individuals to make a difference
- Deloitte's purpose is to make an impact that matters for clients, people, and communities
- Focus on sustainability, equity, and trust through core commitments
- Opportunities for professional development and growth through on-the-job learning and formal development programs
- Equal employment opportunity for all applicants
- Detailed description of legal structure available on Deloitte's website

Bold headlines:
- Join Deloitte's Growing Private Wealth Practice as a Tax Senior Manager
- Leadership and Strategic Thinking Skills Required
- Deliver Compliance and Consulting Services to High-Net-Worth Clients
- Solutions to Complex Tax Issues
- Excitement for AGI & DNI
- Recruiting for this Role Ends on June 1, 2025
- Perform High-Level Reviews of Tax Research and Work Papers
- Lead Client Meetings on Compliance and Consulting Projects
- Train, Mentor, and Supervise New and Experienced Tax Professionals
- Take on Lead Client-Contact Roles and Be Involved in Marketplace Eminence Building
- Focus on Specialized Needs of the Ultra-Affluent
- Comprehensive Wealth Transfer Planning Advice
- Make Informed, Strategic Decisions Relevant to Personal Finances, Business, and Family Legacy
- Competitive Salary Range of $119,490 to $238,680
- Comprehensive Benefits Package Offered
- Inclusive Culture That Values Diversity and Empowers Individuals
- Deloitte's Purpose is to Make an Impact That Matters for Clients, People, and Communities
- Focus on Sustainability, Equity, and Trust Through Core Commitments
- Opportunities for Professional Development and Growth
- Equal Employment Opportunity for All Applicants
- Detailed Description of Legal Structure Available on Deloitte's Website

Not specified

Comprehensive benefits package

Not specified

Compliance, Consulting, Tax Research, Tax Planning, AGI, DNI, Billing, Profitability Analysis, Project Management, Communication, Interpersonal, Organizational, Research, Writing

Bachelor's degree in accounting, finance, or related field (required), Advanced degree (preferred)

Visit Deloitte's career website and apply for the position

Qualification and Experience 8+ years of public accounting experience, Bachelor's degree in accounting, finance, or related field, CPA, Attorney, Enrolled Agent, CFA, CFP, Advanced degree (preferred), Prior Big 4 experience (preferred)

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