Attorney in Nashville, TN

In-House

Nashville, TN

Attorney in Nashville, TN

Non-practicing Attorney

Min 8 yrs required

No

Tax Senior Manager - Private Wealth - Investment Management (Locations throughout the East Region)

Position Summary:

- Seeking a strategic and knowledgeable leader in various areas of taxation
- Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses
- Must possess extensive knowledge of AGI & DNI
- Join Deloitte's growing Private Wealth practice

What You'll Do:

- 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 opportunities and implications of transactions
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles, billing and profitability analysis on engagements
- Involved in marketplace eminence building and pursuits

The Team:

- Deloitte Tax LLP'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
- Provides comprehensive, independent, and objective wealth transfer planning advice
- Helps clients make informed, strategic decisions regarding personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications:

Required:

- Ability to work in a hybrid model, co-locating in person 2-3 days per week
- 8+ years of experience in public accounting (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
- Project management experience
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills
- Ability to travel up to 25% on average

One of the Following Active Accreditations:

- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)

Preferred:

- Advanced degree such as MST, MAcc, JD, or LLM
- Prior experience at a Big 4 or large CPA firm
- Knowledge of fund accounting and general ledger accounting

Salary Information:

- Wage range of $119,490 to $272,090, taking into account various factors such as skill sets, experience, training, and certifications
- Range estimate does not include geographic differentials
- Compensation decisions are dependent on individual circumstances and may not result in a hire at or near the top of the range

Eligibility for Annual Incentive Program:

- Eligibility subject to program rules
- Award based on factors such as individual and organizational performance

Accommodation Information:

- For applicants with disabilities, Deloitte offers assistance through the application process
- Learn more at

Recruiting Tips:

- Deloitte recruiters offer tips for developing a standout resume and preparing for interviews
- Check out the tips on the Deloitte website

Benefits:

- Deloitte values its people and offers a broad range of benefits
- Learn more about the benefits of working at Deloitte on the company website

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers employees to be themselves and contribute their unique perspectives
- Enables the company to leverage different ideas and perspectives and bring creativity and innovation to solving complex challenges
- Learn more about Deloitte's inclusive culture on the company website

Our Purpose:

- Deloitte's purpose is to make an impact that matters for clients, employees, and communities
- Focused on creating trust and confidence in a more equitable society
- Purpose is integrated into daily work and defines the company's identity
- Learn more about Deloitte's purpose, commitments, and impact on the company website

Professional Development:

- Deloitte believes in continuous learning and offers opportunities for employees to build new skills, take on leadership roles, and grow through mentorship
- Offers a variety of learning experiences and formal development programs
- Learn more about professional development opportunities at Deloitte on the company website

Disclaimers:

- As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of **MEMBERS ONLY**SIGN UP NOW***.
- See the company website 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 public accounting regulations and rules

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
- See the company website for more information on Equal Opportunity Employment and Affirmative Action

Requisition Code:

- 182197