Job Title: Tax Manager - Private Wealth
Job Responsibilities:
- Perform high-level reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns.
- Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and tax implications of transactions.
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors.
- Take on lead client-contact roles, billing, and profitability analysis on engagements.
- Involved in marketplace eminence building and pursuits.
- Deliver compliance and consulting services to individual clients, trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns.
- Provide solutions to complex tax issues.
- Collaborate with Deloitte’s Private Wealth practice to cater to the specialized needs of ultra-affluent clients, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners.
- Offer comprehensive, independent, and objective wealth transfer planning advice.
- Assist clients in making informed, strategic decisions relevant to personal financial comfort, business and investment needs, family legacy, and charitable giving.
Education and Experience Information:
- Ability to perform job responsibilities within a hybrid work model requiring US Tax professionals to co-locate in person 2 – 3 days per week.
- Ability to travel up to 25%, on average, depending on the work, clients, and industries/sectors served.
- 5+ years of public accounting experience, with at least 3 years in investment management.
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA, or a licensed attorney, or Enrolled Agent if not CPA eligible.
- Certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are required.
- Bachelor’s degree in accounting, finance, or other business-related fields.
- 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 experience in Big 4 or large CPA firm is advantageous.
- Knowledge of fund accounting and general ledger accounting is preferred.
Salary Information:
- The wage range for this role is $93,660 to $213,200.
- Compensation decisions take into account factors including skill sets, experience, training, licensure, certifications, and other business and organizational needs.
- Eligible to participate in a discretionary annual incentive program, subject to program rules, where awards depend on individual and organizational performance.
The position is available in multiple locations across the United States, and recruiting for this role ends on June 1, 2026. The company emphasizes diversity and inclusivity in its hiring process and provides ample opportunities for professional development and growth. Candidates are encouraged to apply, irrespective of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, in accordance with applicable law.
