Attorney in Chicago, IL

In-House

Chicago, IL

Attorney in Chicago, IL

Non-practicing Attorney

Min 5 yrs required

No

Summary:

- Job Title: Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)
- Experience: 5+ years in public accounting or equivalent in law firms or industry
- Education: Bachelor's degree in accounting, finance, or other business-related field
- Certifications: CPA, attorney, enrolled agent, CFA, CFP
- Preferred experience: Prior Big 4 experience, knowledge of fund accounting and general ledger accounting, experience reviewing partnership and/or trust documents, experience managing projects
- Salary range: $84,980 to $169,650 (dependent on factors such as skill sets, experience, and training)
- Job location: Central region office locations (29 locations available)
- Deadline for application: June 1, 2025
- Travel: Up to 25%, on average, based on client needs and industry/sector served
- Work model: Hybrid model requiring in-person co-location 2-3 days per week
- Department: **MEMBERS ONLY**SIGN UP NOW***. Private Wealth team

Job Description:

H1: Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)

H2: Join Deloitte's Growing Private Wealth Practice!

Deloitte is seeking a Tax Manager with extensive first-hand knowledge in multiple areas of taxation. The successful candidate will be a leader and strategic thinker, able to deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. This role also involves providing solutions to complex tax issues and leading client meetings on compliance and consulting projects.

The Tax Manager will perform high-level reviews of tax research and prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. They will also train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors and be involved in marketplace eminence building and pursuits.

The Private Wealth team at **MEMBERS ONLY**SIGN UP NOW***. focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. They provide comprehensive, independent, and objective wealth transfer planning advice and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.

Qualifications:

- 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) or equivalent in law firms or industry
- Bachelor's degree in accounting, finance, or other business-related field
- One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Advanced degree such as MST, MAcc, JD, or LLM (preferred)
- Prior Big 4 experience (preferred)
- Knowledge of fund accounting and general ledger accounting (preferred)
- Experience reviewing partnership and/or trust documents (preferred)
- Experience managing projects including scheduling, budgeting, client correspondence, and billing (preferred)
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

Salary and Benefits:

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. 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 the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $169,650.

In addition, employees may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Accommodation for Applicants:

Deloitte is committed to providing accommodations for applicants with disabilities. If you require assistance or accommodation due to a disability, please visit the link provided in the job posting for more information.

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.

Deloitte is an equal opportunity employer and 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, or any other legally protected basis, in accordance with applicable law.

Requisition code: 182440