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 (Central Region Office Locations)

H1: Join Deloitte's Growing Private Wealth Practice as a Tax Senior Manager

H2: Deliver Compliance and Consulting Services to Ultra-Affluent Clients

Bullet Points:
- Seeking a leader and strategic thinker with extensive knowledge across 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 business concerns
- Must have a strong understanding of 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 and billing and profitability analysis
- Involved in marketplace eminence building and pursuits
- Focus on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make 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
- Active accreditation as a CPA, licensed attorney, or enrolled agent preferred
- 8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry required
- Experience reviewing partnership and/or trust documents
- Prior Big 4 experience and advanced degree such as MST, MAcc, JD, or LLM preferred
- Knowledge of fund accounting and general ledger accounting a plus
- Strong communication, interpersonal, and organizational skills required
- Ability to travel up to 25% based on work and clients served
- Ability to perform job responsibilities within a hybrid work model requiring in-person collaboration 2-3 days per week
- Competitive salary range of $119,490 to $238,680
- Eligible for discretionary annual incentive program based on individual and organizational performance
- Comprehensive benefits package offered
- Inclusive culture that values diversity and empowers individuals to make a difference
- Purpose-driven organization focused on creating trust and confidence in a more equitable society
- Opportunities for professional development and growth through mentorship and formal development programs
- Equal opportunity employer committed to promoting inclusivity and diversity in the workplace

Bold Headlines:
- Join Deloitte's Growing Private Wealth Practice as a Tax Senior Manager
- Deliver Compliance and Consulting Services to Ultra-Affluent Clients
- Opportunity to Work with a Leading Professional Services Firm
- Competitive Salary Range and Comprehensive Benefits Package Offered
- Embrace a Purpose-Driven Culture Focused on Equity and Trust
- Develop Your Skills and Advance Your Career Through Mentorship and Training Programs

Not mentioned in this job posting, but may be relevant for certain practice areas.

Comprehensive benefits package available, specific details may vary.

Not specified, but proficiency in English is likely required.

Leadership, Strategic Thinking, Taxation, Compliance, Consulting, Individual Tax, Fiduciary Tax, Partnership Tax, Closely-Held Corporation Tax, Estate and Gift Tax, AGI, DNI, Tax Research, Tax Returns, Client Meetings, Tax Planning, Transactions, Training, Mentoring, Supervision, Client-Contact, Billing, Profitability Analysis, Marketplace Eminence Building, Pursuits, Wealth Transfer Planning, Financial Planning, Business and Investment Planning, Charitable Giving, Estate Planning, Fund Accounting, General Ledger Accounting, Communication, Interpersonal Skills, Organizational Skills, Research, Writing.

Bachelor's degree in accounting, finance, or other business-related field, and relevant certifications (CPA, attorney, enrolled agent, Chartered Financial Advisor, Certified Financial Planner).

Interested candidates should submit their application through the Deloitte website by the deadline.

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 license or other relevant certifications (attorney, enrolled agent, Chartered Financial Advisor, Certified Financial Planner), Experience reviewing partnership and/or trust documents, Project management experience, Ability to travel up to 25%.

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