Tax Manager, Investment Management, Private Wealth

5-5 yrs required

Full-time

No

Tax Manager, Investment Management, Private Wealth (Central Region Office Locations) - $84,980 to $169,650 salary range

Position Summary

- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation for a Tax Manager role in Deloitte's growing Private Wealth practice
- Responsible for delivering compliance and consulting services to individual clients, trusts, estates, family offices, investment vehicles, and closely-held businesses
- Must have an understanding of AGI and DNI and be able to provide solutions to complex tax issues
- Recruiting for this role ends on June 1, 2025

Responsibilities

- Conduct high-level reviews of tax research and tax returns for individual, fiduciary, partnership, closely-held corporations, estate, and gift work
- Lead client meetings on compliance and consulting projects related to tax planning and transaction implications
- Train, mentor, and supervise Tax Consultants and Tax Seniors
- Take on lead client-contact roles and handle billing and profitability analysis
- Participate in marketplace eminence building and pursuits

The Team

- Deloitte Tax LLP's Private Wealth team specializes in serving the needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Provides comprehensive, independent, and objective wealth transfer planning advice
- Helps clients make informed decisions regarding personal financial comfort, business and investment needs, family legacy, and charitable giving
- Learn more about Deloitte Private Wealth Tax Services

Qualifications

Required

- Ability to work in a hybrid model, with 2-3 days per week in-person co-locating
- Willingness to travel up to 25% for work and clients
- 5+ years of experience in public accounting (3 years in investment management) or equivalent in law firms or industry
- Bachelor's degree in accounting, finance, or other business-related field
- One of the following accreditations: CPA, licensed attorney, enrolled agent, CFA, CFP

Preferred

- Advanced degree such as MST, MAcc, JD, or LLM
- Prior experience at a Big 4 firm
- Knowledge of fund accounting and general ledger accounting
- Experience reviewing partnership and/or trust documents
- Project management skills, including scheduling, budgeting, client correspondence, and billing
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

Salary Information

- Wage range takes into account factors such as skill sets, experience, training, licensure, certifications, and other business and organizational needs
- Range estimate is $84,980 to $169,650
- Compensation decisions are dependent on individual circumstances, and it is not typical to be hired at or near the top of the range for this role
- Eligible for discretionary annual incentive program based on individual and organizational performance

Benefits

- Deloitte values its employees and offers a broad range of benefits
- Learn more about the benefits of working at Deloitte

Our People and Culture

- Deloitte's diverse, equitable, and inclusive culture empowers employees to be themselves and contribute their unique perspectives
- This fosters creativity and innovation to help solve complex client challenges
- Learn more about our inclusive culture at Deloitte

Our Purpose

- Deloitte's purpose is to make an impact that matters for clients, employees, and communities
- Committed to sustainability, equity, and trust in all aspects of business and society
- Learn more about Deloitte's purpose and commitments

Professional Development

- Deloitte believes in continuous learning and offers opportunities for employees to build new skills, take on leadership roles, and connect through mentorship
- From on-the-job learning to formal development programs, there are many opportunities for growth
- Learn more about professional development at Deloitte

Deloitte Tax LLP

- A subsidiary of Deloitte LLP, a global professional services firm
- Certain services may not be available to attest clients under public accounting regulations
- Learn more about the legal structure of Deloitte LLP and its subsidiaries at

Equal Opportunity Employer

- 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, in accordance with applicable law
- Learn more about Deloitte's equal opportunity employment practices at

Requisition Code: 182440

Not specified

Comprehensive benefits package including health, dental, and vision insurance, retirement plan, paid time off, and professional development opportunities.

Not specified

Tax research, compliance, consulting, individual client services, fiduciary services, partnership services, closely-held corporation services, estate services, gift services, tax planning, complex tax issues, AGI, DNI, training, mentoring, supervision, client meetings, billing, profitability analysis, marketplace eminence building, pursuit involvement, project management, communication, interpersonal, organizational, research, writing, fund accounting, general ledger accounting

Bachelor's degree in accounting, finance, or other business-related field, advanced degree a plus.

Interested candidates should submit their resume and cover letter to the designated application portal.

Qualification and Experience 5+ years of public accounting experience, Bachelor's degree in accounting, finance, or other business-related field, CPA, JD, LLM, CFA, CFP

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