Tax Manager-Investment Mgmt-Private Wealth (East Region City Locations)
Job Title: Tax Manager - Private Wealth Tax Services
Experience:
- 5+ years of public accounting experience (at least 3 years in investment management)
- Prior Big 4 or large CPA firm experience preferred
Location: 22 locations across the East Region
Salary: $84,980 to $193,440 (compensation dependent on individual qualifications and experience)
Department: Private Wealth Tax Services
Introduction:
Deloitte is seeking a dynamic and experienced Tax Manager to join our growing Private Wealth practice. The ideal candidate will have extensive knowledge across multiple areas of taxation, with a focus on individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. This role will involve delivering compliance and consulting services, as well as providing solutions to complex tax issues.
Responsibilities:
- Perform high-level reviews of tax research and work papers for individual, fiduciary, partnership, closely-held corporations, estate, and gift tax returns
- Lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles and billing and profitability analysis on engagements
- Be involved in marketplace eminence building and pursuits
Qualifications:
Required:
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- 5+ years of public accounting experience (at least 3 years in investment management)
- One of the following accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- Licensed attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- 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
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
Company Overview:
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. We provide comprehensive, independent, and objective wealth transfer planning advice, helping clients make informed decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving.
Salary Information:
The disclosed salary range takes into account various factors such as skill sets, experience and training, licensure and certifications, and other business and organizational needs. Salary may also be adjusted for applicable geographic differentials. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on individual qualifications and experience.
Benefits:
Deloitte values its employees and offers a broad range of benefits, including a discretionary annual incentive program and opportunities for professional development and growth.
Our People and Culture:
At Deloitte, our diverse, equitable, and inclusive culture empowers our people to be themselves, contribute their unique perspectives, and make a difference. We leverage different ideas and perspectives to bring more creativity and innovation to help solve our clients' most complex challenges. Learn more about our inclusive culture and our purpose to make an impact that matters.
Professional Development:
Deloitte offers opportunities for employees at all levels to continue growing and learning. From on-the-job experiences to formal development programs, our professionals have a variety of opportunities to advance their careers.
Recruiting Tips:
Deloitte recruiters offer tips and advice on developing a standout resume and preparing for interviews. We want candidates to feel confident and prepared as they explore opportunities at Deloitte.
Equal Opportunity Employer:
Deloitte is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, in accordance with applicable law.
H1 and H2 Friendly Headings:
H1: Join Deloitte's Private Wealth Tax Team
H2: Tax Manager - Investment Mgmt-Private Wealth (East Region City Locations)
H2: Responsibilities
H2: Qualifications
H2: Company Overview
H2: Salary Information
H2: Benefits
H2: Our People and Culture
H2: Professional Development
H2: Recruiting Tips
H2: Equal Opportunity Employer
