H1: Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
H2: Join Deloitte's Private Wealth Tax Practice
Job Title: Tax Senior Manager - Private Wealth (East Coast Region)
Experience: 8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry
Salary Range: $119,490 to $272,090 (based on factors such as skill sets, experience, and location)
Position Summary:
- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation for the role of Tax Senior Manager in our Private Wealth Tax practice.
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns.
- Must have in-depth understanding of AGI & DNI and be able to provide solutions to complex tax issues.
- Will perform high-level reviews of tax research and work papers, as well as lead client meetings on compliance and consulting projects.
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors.
- Involved in marketplace eminence building and pursuits.
Responsibilities:
- Perform job responsibilities within a hybrid work model, co-locating in person 2-3 days per week.
- Review partnership and/or trust documents.
- Manage 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% based on the work, clients, and industries/sectors served.
Qualifications:
Required:
- 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.
- Ability to perform job responsibilities within a hybrid work model.
- Experience reviewing partnership and/or trust documents.
- Experience managing projects.
- Strong communication, interpersonal, and organizational skills.
- Excellent research and writing skills.
- Ability to travel up to 25%, on average, based on the work, clients, and industries/sectors served.
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.
Benefits:
- Broad range of benefits offered.
- Opportunities for professional development and growth through mentorship and formal development programs.
- Inclusive culture that values diversity and empowers individuals to contribute their unique perspectives.
Deloitte's Purpose:
- Make an impact that matters for clients, people, and communities.
- Focus on advancing sustainability, equity, and trust.
- Core commitments to sustainability, equity, and trust.
Deloitte's Culture:
- Diverse, equitable, and inclusive culture.
- Empowers individuals to be themselves and contribute their unique perspectives.
- Fosters creativity and innovation to solve complex challenges.
- One of the most rewarding places to work.
Recruiting Tips:
- Develop a standout resume.
- Prepare for the interview.
- Check out recruiting tips from Deloitte recruiters.
Note: As used in this posting, "Deloitte" means **MEMBERS ONLY**SIGN UP NOW***., a subsidiary of **MEMBERS ONLY**SIGN UP NOW***.. Please see for a detailed description of the legal structure of **MEMBERS ONLY**SIGN UP NOW***. and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
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.
Requisition code: 182197
