H1: Tax Senior Manager - Private Wealth (22 Locations)
H2: Join Deloitte's Growing Private Wealth Practice!
- Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held business concerns.
- Provide solutions to complex tax issues and opportunities.
- Perform high-level reviews of tax research and returns.
- Lead client meetings on compliance and consulting projects.
- Train, mentor, and supervise Tax Consultants and Seniors.
- Take on lead client-contact roles and billing and profitability analysis.
- Be involved in marketplace eminence building and pursuits.
SEO Friendly Job Title: Tax Senior Manager - Private Wealth
H1: Position Summary
- Leader and strategic thinker with extensive knowledge across multiple areas of taxation.
- Excels at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held business concerns.
- Provides solutions to complex tax issues.
- Familiar with AGI & DNI.
- Career opportunity with Deloitte's growing Private Wealth practice.
H1: What You'll Do
- Perform high-level reviews of tax research and returns.
- 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.
H1: The Team
- Focuses on the specialized needs of the ultra-affluent.
- Provides comprehensive, independent, and objective wealth transfer planning advice.
- Helps clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving.
- Learn more about Deloitte Private Wealth Tax Services.
H1: Qualifications
Required:
- Ability to perform job responsibilities within a hybrid work model.
- 8+ years of public accounting experience (3+ years in investment management) or equivalent in law firms or industry.
- 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%.
- Active accreditation such as CPA, licensed attorney, enrolled agent, CFA, or CFP.
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.
H1: Benefits
- Great people make a great organization.
- Valued employees receive a broad range of benefits.
- Learn more about what working at Deloitte can mean for you.
H1: Our People and Culture
- Diverse, equitable, and inclusive culture.
- Empowers employees to be themselves and contribute unique perspectives.
- Enables us to leverage different ideas and perspectives.
- Makes Deloitte one of the most rewarding places to work.
- Learn more about our inclusive culture.
H1: Our Purpose
- Make an impact that matters for clients, people, and communities.
- Creating trust and confidence in a more equitable society.
- Purpose is synonymous with how we work every day.
- Focusing on sustainability, equity, and trust.
- Learn more about Deloitte's purpose, commitments, and impact.
H1: Professional Development
- Opportunities to build new skills, take on leadership roles, and connect and grow through mentorship.
- From on-the-job learning experiences to formal development programs.
- Variety of opportunities to continue to grow throughout your career.
H1: Recruiting Tips
- Develop a stand out resume.
- Put your best foot forward in the interview.
- Feel prepared and confident as you explore opportunities at Deloitte.
- Check out recruiting tips from Deloitte recruiters.
H1: Information for Applicants with a Need for Accommodation
- Deloitte offers assistance for disabled applicants.
- Learn more at .
H1: Requisition Code: 182197
- Join Deloitte's Private Wealth Tax Practice!
- Leadership and strategic thinking in multiple areas of taxation.
- Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held business concerns.
- Exciting career opportunity with Deloitte's growing Private Wealth practice!
- Perform high-level reviews of tax research and returns.
- 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.
- Focused on the specialized needs of the ultra-affluent.
- Comprehensive, independent, and objective wealth transfer planning advice.
- Helps clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving.
- Learn more about Deloitte Private Wealth Tax Services.
- Required: Ability to perform job responsibilities within a hybrid work model.
- 8+ years of public accounting experience (3+ years in investment management) or equivalent in law firms or industry.
- 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%.
- Active accreditation such as CPA, licensed attorney, enrolled agent, CFA, or CFP.
- Preferred: Advanced degree such as MST, MAcc, JD, or LLM
