Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

# Tax Manager, Investment Management, Private Wealth

Deloitte is looking for a Tax Manager to join its Private Wealth practice. As a Tax Manager, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.

## Qualifications

* Bachelor's degree in accounting, finance, or other business-related field
* 5+ years of public accounting experience (at least 3 years in investment management)
* One of the following accreditations obtained:
* Licensed CPA in state of practice/primary office if eligible to sit for the CPA
* Licensed attorney
* Enrolled Agent
* Certifications:
* Chartered Financial Advisor (CFA)
* Certified Financial Planner (CFP)
* Experience reviewing partnership and/or trust documents
* Experience managing projects including scheduling, budgeting, client correspondence, and billing
* Strong communication, interpersonal, and organizational skills
* Excellent research and writing skills
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

## Preferred Qualifications

* Advanced degree such as MST, MAcc, JD, or LLM
* Prior Big 4 or large CPA firm experience
* Knowledge of fund accounting and general ledger accounting

## Responsibilities

As a Tax Manager in Deloitte's Private Wealth Tax practice, you will:

* Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
* Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client
* Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
* Begin taking on lead client-contact roles, and billing and profitability analysis, on engagements
* Begin to be involved in marketplace eminence building and pursuits

## Salary

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $193,440.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

## Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Benefits include:

* A diverse, equitable, and inclusive culture that empowers employees to be who they are, contribute their unique perspectives, and make a difference individually and collectively
* Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
* On-the-job learning experiences and formal development programs to continue to grow throughout their career
* A purpose-driven organization focused on advancing sustainability, equity, and trust that come to life through our core commitments

## 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. Check out recruiting tips from Deloitte recruiters to help you succeed.

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Yes

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

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