Tax Manager - Investment Management - Private Wealth (East Region City Locations)
- Tax Manager position available in 22 locations across the United States
- Competitive salary range from $84,980 to $193,440, depending on experience and qualifications
- Ability to work in a hybrid model, with 2-3 days per week in-person co-location required
- Up to 25% travel required, based on client needs and industry/sector served
- 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 required
- Strong knowledge of individual, fiduciary, partnership, and closely-held corporation taxation
- Experience in reviewing partnership and/or trust documents
- Ability to manage projects, including scheduling, budgeting, client correspondence, and billing
- Excellent communication, interpersonal, and organizational skills
- Advanced degree such as MST, MAcc, JD, or LLM preferred
- Prior experience in Big 4 or large CPA firm preferred
- Knowledge of fund accounting and general ledger accounting a plus
Position Summary
- Strategic and leadership role with extensive knowledge across multiple areas of taxation
- Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses
- Provide solutions to complex tax issues and identify tax planning opportunities
- Lead client meetings and train, mentor, and supervise new and experienced tax professionals
- Involved in marketplace eminence building and pursuits
The Team
- Private Wealth team at **Members Only** specializes in the needs of ultra-affluent clients
- Provides comprehensive, independent, and objective wealth transfer planning advice
- Helps clients make informed decisions related to personal financial comfort, business and investment needs, family legacy, and charitable giving
- Learn more about Deloitte Private Wealth Tax Services
Qualifications
Required
- Ability to work in a hybrid model and travel up to 25%, based on client needs and industry/sector served
- 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 required
- Strong knowledge of individual, fiduciary, partnership, and closely-held corporation taxation
- Experience in reviewing partnership and/or trust documents
- Ability to manage projects, including scheduling, budgeting, client correspondence, and billing
- Excellent communication, interpersonal, and organizational skills
- Advanced degree such as MST, MAcc, JD, or LLM preferred
- Prior experience in Big 4 or large CPA firm preferred
- Knowledge of fund accounting and general ledger accounting a plus
Benefits
- Comprehensive benefits package offered to employees, including medical, dental, vision, and retirement plans
- Opportunities for professional development and growth, including mentorship programs and formal training programs
- Inclusive and diverse culture that values individual perspectives and encourages creativity and innovation
- Focus on sustainability, equity, and trust in all aspects of work
- Learn more about working at Deloitte and our purpose, commitments, and impact
Professional Development
- Opportunities for employees at all levels to learn and grow through on-the-job experiences and formal development programs
- Mentoring and leadership opportunities offered to help employees advance in their careers
- Commitment to diversity, equity, and inclusion to leverage different perspectives and ideas
**Members Only**
- Subsidiary of **Members Only**, with a focus on tax services
- Detailed description of legal structure available on ****/us/about
- Services may not be available to attest clients under public accounting regulations
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
- Accommodations available for applicants with disabilities, see website for more information
- Requisition code: 182413
