SEO-Friendly Job Title: Tax Senior Manager - Private Wealth (East Region)
H1: Join Deloitte's Private Wealth Tax Team as a Senior Manager
H2: Are you a Leader in Taxation?
Bullet Points:
- Deloitte is seeking a Tax Senior Manager for their Private Wealth Tax practice
- This position is available in 22 locations across the country
- The role involves providing compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses
- The Senior Manager will also lead client meetings, train and supervise Tax Consultants and Seniors, and be involved in marketplace eminence building
- The Private Wealth team focuses on the specialized needs of the ultra-affluent, including multigenerational wealth, entrepreneurs, and family offices
- The ideal candidate will have at least 8 years of public accounting experience, with a focus on investment management
- A Bachelor's degree in accounting, finance, or a related field is required
- Active accreditations such as CPA, licensed attorney, enrolled agent, CFA, or CFP are preferred
- An advanced degree and prior Big 4 or large CPA firm experience are also desirable
- The role requires the ability to co-locate in person 2-3 days per week and travel up to 25% of the time
- The disclosed wage range for this role is $119,490 to $272,090, with potential for additional annual incentives
- Deloitte values diversity, equity, and inclusion in their culture and offers a range of benefits for employees
- Professional development opportunities are also available for employees at all levels
Deloitte's Private Wealth Tax practice is seeking a Tax Senior Manager to join their team in the East Region. The ideal candidate will have extensive knowledge across multiple areas of taxation, with a focus on investment management. This role is available in 22 locations across the country and offers the opportunity to work with ultra-affluent clients, including families with multigenerational wealth, entrepreneurs, and family offices.
As a Tax Senior Manager, you will be responsible for providing compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses. This includes performing high-level reviews of tax research and returns, leading client meetings, and providing solutions to complex tax issues. You will also have the opportunity to train, mentor, and supervise new and experienced Tax Consultants and Seniors, take on lead client-contact roles, and be involved in marketplace eminence building.
The Private Wealth team at Deloitte focuses on the specialized needs of the ultra-affluent and provides comprehensive, independent, and objective wealth transfer planning advice. They also prioritize diversity, equity, and inclusion in their culture and offer a range of benefits for employees. Professional development opportunities are available for employees at all levels.
To be considered for this role, you must have at least 8 years of public accounting experience, with a focus on investment management. A Bachelor's degree in accounting, finance, or a related field is required, and active accreditations such as CPA, licensed attorney, enrolled agent, CFA, or CFP are preferred. An advanced degree and prior Big 4 or large CPA firm experience are also desirable. The role requires the ability to co-locate in person 2-3 days per week and travel up to 25% of the time.
The disclosed wage range for this role is $119,490 to $272,090, with potential for additional annual incentives. Deloitte values diversity, equity, and inclusion in their culture and offers a range of benefits for employees. Professional development opportunities are also available for employees at all levels. Join Deloitte's Private Wealth Tax team as a Tax Senior Manager and make an impact that matters for clients, people, and communities.
