Attorney in McLean, VA

In-House

McLean, VA

Attorney in McLean, VA

Non-practicing Attorney

Min 8 yrs required

No

SEO Friendly Job Title: Tax Senior Manager - Private Wealth (Investment Management) - Business Tax Services

H1: Join Deloitte's Growing Private Wealth Tax Practice

H2: Tax Senior Manager Opportunity in 22 Locations Across the US

Bold Headline: Make an Impact as a Tax Senior Manager at Deloitte

Position Summary

- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation
- Deliver compliance and consulting services to individual clients, trusts, estates, family offices, investment vehicles, and closely-held businesses
- Provide solutions to complex tax issues and have a strong understanding of AGI & DNI
- Join Deloitte's Private Wealth practice and advance your career

Responsibilities

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

The Team

- Private Wealth team specializes in the needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make informed decisions about their personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications

Required

- Able to work within a hybrid work model, co-locating 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
- 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%, depending on the work and clients served
- Active accreditation as a CPA, attorney, or Enrolled Agent

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

Salary Information

- Wage range for this role is $119,490 to $272,090, taking into account factors such as skill sets, experience, training, licensure and certifications, and other business needs
- Eligible for discretionary annual incentive program, dependent on individual and organizational performance

Benefits

- Deloitte values its people and offers a broad range of benefits
- Opportunities for professional development, from on-the-job learning experiences to formal development programs
- Inclusive culture that empowers individuals to be themselves and contribute their unique perspectives

Company Culture and Purpose

- Deloitte's purpose is to make an impact that matters for clients, people, and communities
- Focus on sustainability, equity, and trust through core commitments
- Inclusive culture that fosters creativity and innovation to solve complex challenges
- Opportunities for growth and mentorship at all levels

Professional Development

- From entry-level employees to senior leaders, Deloitte believes in continuous learning and growth
- Opportunities to build new skills, take on leadership roles, and connect with mentors
- Formal development programs and on-the-job learning experiences

**Members Only** is a subsidiary of **Members Only**. Please see **** for a detailed description of the legal structure. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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.
- Deloitte is committed to providing accommodations for applicants with disabilities. Learn more at

Recruiting Tips

- Develop a stand-out resume and prepare for interviews with Deloitte's recruiting tips
- From resume building to interview preparation, Deloitte wants you to feel confident and prepared as you explore opportunities with the company.