Summary:
- Minimum 500 and maximum 3000 words
- Salary information: $84,980 to $193,440 with potential for discretionary annual incentive program
- Job title: Tax Manager-Investment Mgmt-Private Wealth (East Region City Locations)
- Experience: 5+ years of public accounting experience, with at least 3 years in investment management
- Location: Available in 22 locations
- Department: Private Wealth Tax practice at **Members Only**
- Required qualifications: Ability to perform job responsibilities within a hybrid work model, ability to travel up to 25%, 5+ years of public accounting experience, accredited CPA, licensed attorney or enrolled agent, bachelor's degree in accounting or finance, experience reviewing partnership and/or trust documents, experience managing projects, strong communication and organizational skills, excellent research and writing skills
- Preferred qualifications: Advanced degree, prior Big 4 or large CPA firm experience, knowledge of fund accounting and general ledger accounting
- H1 friendly heading: Tax Manager-Investment Mgmt-Private Wealth (East Region City Locations) at **Members Only**
- H2 friendly heading: Join Deloitte's Growing Private Wealth Practice
- Bold headlines: Are You a Leader in Taxation? Join Deloitte's Private Wealth Practice!
- Bullet points:
- Perform high-level tax reviews and lead client meetings on compliance and consulting projects
- Train, mentor, and supervise Tax Consultants and Tax Seniors
- Take on lead client-contact roles and billing and profitability analysis
- Involved in marketplace eminence building and pursuits
- Focus on specialized needs of ultra-affluent clients, 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 strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving
- Ability to perform in a hybrid work model and willingness to travel up to 25%
- Accredited CPA, licensed attorney, or enrolled agent
- Bachelor's degree in accounting, finance, or other business-related field
- Strong communication, organizational, research, and writing skills
- Advanced degree, prior Big 4 or large CPA firm experience, and knowledge of fund accounting and general ledger accounting preferred
- Opportunity for professional development and growth through mentorship, on-the-job learning, and formal development programs
- Inclusive culture that values diversity and empowers individuals to make a difference in their communities
- Deloitte's purpose is to make an impact that matters for clients, people, and communities, with a focus on sustainability, equity, and trust
- Equal employment opportunity for all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status
SEO friendly job title: Tax Manager-Investment Mgmt-Private Wealth at **Members Only**
H1 friendly heading: Tax Manager-Investment Mgmt-Private Wealth (East Region City Locations) at **Members Only**
H2 friendly heading: Join Deloitte's Growing Private Wealth Practice
Bold headlines: Are You a Leader in Taxation? Join Deloitte's Private Wealth Practice!
