Tax Senior Manager - Investment Management - Private Wealth

8-8 yrs required

Full-time

No

#Tax Senior Manager - Investment Management - Private Wealth

##Position Summary
Deloitte’s Private Wealth Tax practice is looking for a Tax Senior Manager who can lead the team in providing compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. This role requires extensive first-hand knowledge across multiple areas of taxation and the ability to deliver solutions to complex tax issues.

##What You’ll Do
As a Tax Senior Manager in our 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
* Take on lead client-contact roles and billing and profitability analysis on engagements
* Be involved in marketplace eminence building and pursuits

##The Team
Deloitte’s Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.

##Qualifications
**Required**
* Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
* 8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry
* One of the following accreditations obtained:
* Licensed CPA in state of practice/primary office if eligible to sit for the CPA
* If not CPA eligible:
* Licensed attorney
* Enrolled Agent
* Certifications:
* Chartered Financial Advisor (CFA)
* Certified Financial Planner (CFP)
* Bachelor's degree in accounting, finance, or other business-related field
* 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**
* 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

##Compensation
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 $119,490 to $272,090.

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.

##Recruiting Tips
From developing a stand out resume to putting your best foot forward in the interview, Deloitte recruiters are here to help you feel prepared and confident in exploring opportunities with Deloitte.

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

##Our People and Culture
At Deloitte, our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively.

##Our Purpose
Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society.

##Professional Development
From entry-level employees to senior leaders, Deloitte believes there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Deloitte is committed to creating an equitable and inclusive environment for all employees. 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, or any other legally protected basis, in accordance with applicable law.

Health and wellness benefits, retirement plans, flexible work arrangements, learning and development opportunities, etc.

Ability to perform job responsibilities within a hybrid work model, public accounting experience, licensed CPA, licensed attorney, enrolled agent, certifications, chartered financial advisor (CFA), certified financial planner (CFP), Bachelor's degree in accounting, finance, or other business-related field, experience reviewing partnership and/or trust documents, experience managing projects, strong communication, interpersonal, and organizational skills, excellent research and writing skills, ability to travel, advanced degree, prior Big 4 or large CPA firm experience, knowledge of fund accounting and general ledger accounting

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

Visit Deloitte's website and apply online

Qualification and Experience Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Bachelor's degree in accounting, finance, or other business-related field, Advanced degree such as MST, MAcc, JD, or LLM

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