H1: Tax Manager - Private Wealth (22 Locations)
H2: Join Deloitte's Growing Private Wealth Practice
Bullet Points:
- Seeking a leader and strategic thinker with extensive knowledge in multiple areas of taxation
- Deliver compliance and consulting services to individual clients, trusts, estates, family offices, and closely-held businesses
- Exciting opportunities to work with high net worth clients and their complex tax issues
- Perform high-level reviews of tax research and prepare and lead client meetings
- Train, mentor, and supervise Tax Consultants and Seniors
- Involved in marketplace eminence building and pursuits
- Focus on specialized needs of ultra-affluent individuals and families
- Provide comprehensive wealth transfer planning advice
- Help clients make informed decisions related to personal finances, business and investment needs, family legacy, and charitable giving
- Ability to work in a hybrid model with in-person co-location 2-3 days per week
- Travel up to 25% on average
- 5+ years of public accounting experience with at least 3 years in investment management
- Must have one of the following accreditations: CPA, licensed attorney, Enrolled Agent, CFA, or CFP
- Bachelor's degree in accounting, finance, or other business-related field
- Experience reviewing partnership and/or trust documents
- Strong communication, interpersonal, and organizational skills
- Advanced degree and prior Big 4 or large CPA firm experience preferred
Salary Information:
- Wage range for this role is $84,980 to $193,440
- Factors such as skill sets, experience, training, licensure, and certifications are considered in compensation decisions
- Eligible for discretionary annual incentive program based on individual and organizational performance
Job Title: Tax Manager - Private Wealth
Experience: 5+ years of public accounting experience (3+ years in investment management)
Company: **Members Only**
Department: Private Wealth Tax
Locations:
- East Region City Locations (22 locations available)
- Hybrid work model with in-person co-location 2-3 days per week
- Ability to travel up to 25% on average
SEO Friendly Job Title: Tax Manager - Private Wealth (22 Locations)
H1: Tax Manager - Private Wealth (22 Locations)
H2: Join Deloitte's Growing Private Wealth Practice
Bold Headlines:
- Are you a leader in taxation with extensive knowledge and experience?
- Exciting career opportunity with Deloitte's Private Wealth practice
- Perform high-level reviews and lead client meetings for high net worth individuals and businesses
- Mentor and supervise new and experienced Tax Consultants and Seniors
- Focus on specialized needs of ultra-affluent individuals and families
H2: The Team
H2: Qualifications
H2: Benefits
H2: Our People and Culture
H2: Our Purpose
H2: Professional Development
H2: About Deloitte
H2: Requisition Code
H2: Recruiting Tips
- Develop a stand out resume
- Put your best foot forward in the interview
- Be prepared and confident
- Check out recruiting tips from Deloitte recruiters
H2: Benefits
- Valuing employees and offering a broad range of benefits
- Great people make a great organization
- Learn more about what working at Deloitte can mean for you
H2: Our People and Culture
- Empowering diversity, equity, and inclusion
- Leveraging different perspectives and bringing creativity and innovation
- Making Deloitte one of the most rewarding places to work
H2: Our Purpose
- Making an impact that matters for clients, people, and communities
- Creating trust and confidence in a more equitable society
- Focusing on sustainability, equity, and trust
H2: Professional Development
- Opportunities for learning and growth
- From entry-level employees to senior leaders
- On-the-job learning experiences and formal development programs
H2: About Deloitte
- Subsidiary of **Members Only**
- Detailed description of legal structure available at
- Certain services may not be available to attest clients under the rules and regulations of public accounting
H2: Requisition Code
- 182413
H2: Information for Applicants with a Need for Accommodation
- Link to assistance for disabled applicants
- Deloitte is an equal opportunity employer
H2: Recruiting Tips
- Develop a stand out resume
- Put your best foot forward in the interview
- Be prepared and confident
- Check out recruiting tips from Deloitte recruiters
