The Deloitte Tax Manager in Private Wealth Tax will be responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues. This role will also involve training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors, as well as taking on lead client-contact roles, and billing and profitability analysis, on engagements. Additionally, the Tax Manager will be involved in marketplace eminence building and pursuits.
Job Title: Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
Location: Boise, Idaho, United States
Costa Mesa, California, United States
Honolulu, Hawaii, United States
Las Vegas, Nevada, United States
Los Angeles, California, United States
Portland, Oregon, United States
Sacramento, California, United States
Salt Lake City, Utah, United States
San Francisco, California, United States
Seattle, Washington, United States
Tempe, Arizona, United States
Salary: $84,980 to $193,440 per year (depending on qualifications and experience)
Experience:
- 5+ 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)
Responsibilities:
- Perform high-level reviews of tax research of 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 the tax implications of transactions to the client
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles, and billing and profitability analysis, on engagements
- Be involved 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 tp 25%, on average, based on the work you do and the clients and industries/sectors you serve
Qualifications:
- 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
- 5+ 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)
- Ability to travel up tp 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Advanced degree such as MST, MAcc, JD, or LLM (preferred)
- Prior Big 4 experience (preferred)
- Knowledge of fund accounting and general ledger accounting (preferred)
- Experience reviewing partnership and/or trust documents (preferred)
- Experience managing projects including scheduling, budgeting, client correspondence, and billing (preferred)
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills
The Deloitte Tax Manager in Private Wealth Tax will be responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues. This role will also involve training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors, as well as taking on lead client-contact roles, and billing and profitability analysis, on engagements. Additionally, the Tax Manager will be involved in marketplace eminence building and pursuits.
H1: Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
H2: Delivering Compliance and Consulting Services for Private Wealth Clients
- Opportunity to work with ultra-affluent clients including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Perform high-level reviews of tax research and prepare and lead client meetings on compliance and consulting projects
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles, and billing and profitability analysis, on engagements
- Be involved 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 tp 25%, on average, based on the work you do and the clients and industries/sectors you serve
SEO Friendly Job Title: Tax Manager, Private Wealth (11 Locations Available)
H1: Tax Manager, Private Wealth, Delivering Compliance and Consulting Services for Ultra-Affluent Clients
Deloitte is currently seeking a Tax Manager to join our Private Wealth Tax practice. This role will involve delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues. The Tax Manager will also have the opportunity to train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors, as well as take on lead client
