In-House

Dayton, OH, United States

Attorney in Dayton, OH

Non-practicing Attorney

Min 8 yrs required

No

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)

Salary Information:
The wage range for this role is $119,490 to $238,680, taking into account factors such as skill sets, experience, training, licensure and certifications, and organizational needs. Eligible employees may also participate in a discretionary annual incentive program.

Job Title:
Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth

Experience Information:
8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry

Position Summary:
The Tax Senior Manager in the Business Tax Services department at Deloitte will lead and strategize tax compliance and consulting services for individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. This role requires extensive knowledge across multiple areas of taxation, including complex tax issues and planning opportunities. The ideal candidate will have experience in reviewing tax research, managing projects, and training and supervising new and experienced Tax Consultants and Tax Seniors. Additionally, this role involves taking on lead client-contact roles, billing and profitability analysis, and participating in marketplace eminence building and pursuits. This position is available in 29 locations across the central region of the United States.

Responsibilities:
- Perform high-level reviews of tax research and work papers for individual, fiduciary, partnership, closely-held corporations, estate, and gift tax returns.
- Lead client meetings on compliance and consulting projects related to tax planning opportunities and the 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, and participate in marketplace eminence building and pursuits.
- 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.

Qualifications:
- 8+ 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).
- 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 Qualifications:
- Advanced degree such as MST, MAcc, JD, or LLM.
- Prior Big 4 experience.
- Knowledge of fund accounting and general ledger accounting.

Benefits:
- Comprehensive benefits package including medical, dental, and vision coverage.
- Opportunities for professional development and growth through mentorship and formal development programs.
- Inclusive culture that values diversity and empowers employees to contribute their unique perspectives.
- Purpose-driven organization that focuses on making an impact on clients, people, and communities.

Deloitte's Purpose:
Deloitte's purpose is to make an impact that matters for our clients, our people, and in our communities. We are committed to creating trust, confidence, and equity in society and focus on sustainability, equity, and trust in our core commitments. Deloitte's purpose defines who we are and guides our actions and decisions every day.

Professional Development:
At Deloitte, we believe there's always room to learn and grow. We offer opportunities for employees at all levels to build new skills, take on leadership roles, and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Disability Accommodations:
Deloitte is committed to providing assistance for disabled applicants during the recruitment process. To request accommodations, please visit the link provided in the job posting.

Recruiting Tips:
From developing a standout resume to preparing for an interview, Deloitte wants to ensure that all candidates feel confident and prepared as they explore opportunities at the company. Check out recruiting tips from Deloitte recruiters to help you showcase your skills and experience.

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**** is a subsidiary of **MEMBERS ONLY**SIGN UP NOW***. and provides comprehensive, independent, and objective wealth transfer planning advice for ultra-affluent individuals and families, including those with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. Learn more about Deloitte Private Wealth Tax Services.

Equal Opportunity Employer:
Deloitte is an equal opportunity employer and values diversity and inclusion in the workplace. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, in accordance with applicable laws.

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