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

8-8 yrs required

Full-time

No

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

- Competitive salary range of $119,490 to $238,680 depending on experience and qualifications
- Hybrid work model with in-person collaboration 2-3 days per week
- Opportunity to work with ultra-affluent clients and provide comprehensive wealth transfer planning advice
- Potential for annual incentive program based on individual and organizational performance
- Strong focus on professional development and growth opportunities within the organization

Position Summary

Deloitte is seeking a Tax Senior Manager for their Private Wealth Tax practice, with a focus on serving the specialized needs of ultra-affluent clients such as families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. This role will involve providing compliance and consulting services related to individual, fiduciary, partnership, closely-held corporations, estate, and gift tax matters. The ideal candidate will have 8+ years of public accounting experience, with at least 3 years in investment management, or equivalent experience in law firms or industry. This role also requires strong leadership and strategic thinking skills, as well as the ability to co-locate in person 2-3 days per week.

Responsibilities

- Perform high-level reviews of tax research and work papers related to individual, fiduciary, partnership, closely-held corporations, estate, and gift tax matters
- Lead client meetings on compliance and consulting projects, providing solutions to complex tax issues
- 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
- Be involved in marketplace eminence building and pursuits

Qualifications

- 8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry
- Bachelor's degree in accounting, finance, or other business-related field
- Active accreditation such as CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP
- Experience reviewing partnership and/or trust documents
- Project management experience including scheduling, budgeting, client correspondence, and billing
- Ability to travel up to 25% based on the work and clients served

Preferred Qualifications

- Advanced degree such as MST, MAcc, JD, or LLM
- Prior Big 4 experience
- Knowledge of fund accounting and general ledger accounting
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

Salary Information

The disclosed salary range for this role is $119,490 to $238,680, taking into account various factors such as skill sets, experience, training, and certifications. Compensation decisions are dependent on individual circumstances, and it is not typical for an individual to be hired at or near the top of the range for their role.

Benefits

Deloitte values their employees and offers a broad range of benefits, including a hybrid work model, professional development opportunities, and potential for participation in an annual incentive program. They also have a diverse, equitable, and inclusive culture that empowers employees to bring their unique perspectives and make a difference in their work and communities.

Professional Development

Deloitte believes in continuous learning and offers various opportunities for employees to build new skills, take on leadership roles, and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, Deloitte provides a supportive environment for employees to continue growing throughout their career.

Inclusive Culture

Deloitte's inclusive culture enables employees to leverage different ideas and perspectives, bringing more creativity and innovation to help solve complex client challenges. They are committed to advancing sustainability, equity, and trust, and making an impact that matters for their clients, people, and communities.

Deloitte's Purpose

Deloitte's purpose is to make an impact that matters for their clients, people, and communities. They are creating trust and confidence in a more equitable society and focusing on sustainability, equity, and trust in their core commitments. Deloitte's purpose defines who they are and drives their collective efforts to make a positive impact.

Professional Development

From entry-level employees to senior leaders, Deloitte believes there is always room to learn and grow. They offer various opportunities for professional development, including on-the-job learning experiences and formal development programs.

Join Deloitte's Private Wealth Tax practice and become a leader and strategic thinker in providing comprehensive wealth transfer planning advice to ultra-affluent clients. Apply now and make an impact that matters.

Not specified

Comprehensive benefits package

Not specified

Leadership, Strategic Thinking, Compliance, Consulting, Tax Research, Tax Planning, AGI & DNI, Training, Mentoring, Supervision, Client-Contact, Billing, Profitability Analysis, Marketplace Eminence Building

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

Application through company website

Qualification and Experience 8+ years of public accounting experience, Bachelor's degree, Licensed CPA/attorney/enrolled agent, CFA/CFP certification, Experience reviewing partnership and/or trust documents, Project management, Travel up to 25%

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