Attorney in Grand Rapids, MI

In-House

Grand Rapids, MI

Attorney in Grand Rapids, MI

Non-practicing Attorney

Min 8 yrs required

No

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
- Salary range: $119,490 to $238,680 per year
- Job title: Tax Senior Manager
- Experience: 8+ years of public accounting experience, with at least 3 years in investment management, or equivalent in law firms or industry

Position Summary

- Leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation
- Excels at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns
- Provides solutions to complex tax issues
- Knowledge of AGI & DNI
- Career opportunity with Deloitte's growing Private Wealth practice

Recruiting for this role ends on June 1, 2025

What you’ll do

- 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
- 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
- Involved in marketplace eminence building and pursuits

The Team

- Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners
- Provides comprehensive, independent, and objective wealth transfer planning advice
- Helps clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving

Qualifications

Required

- 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
- 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
- Active accreditation in one of the following: CPA, licensed attorney, enrolled agent, CFA, CFP
- Experience reviewing partnership and/or trust documents
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Ability to travel up to 25%

Preferred

- Advanced degree such as MST, MAcc, JD, or LLM
- Prior Big 4 experience
- Knowledge of fund accounting and general ledger accounting
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills

Benefits

- Broad range of benefits offered to employees
- Opportunity for participation in a discretionary annual incentive program

Our people and culture

- Diverse, equitable, and inclusive culture
- Empowers individuals to contribute their unique perspectives and make a difference
- Focuses on advancing sustainability, equity, and trust

Our purpose

- Make an impact that matters for clients, people, and communities
- Creating trust and confidence in a more equitable society
- Commitment to sustainability, equity, and trust

Professional development

- Opportunities to build new skills and take on leadership roles
- Mentorship and development programs offered

"Deloitte" means **MEMBERS ONLY**SIGN UP NOW***., a subsidiary of **MEMBERS ONLY**SIGN UP NOW***.. Please see for a detailed description of the legal structure of **MEMBERS ONLY**SIGN UP NOW***. and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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, or any other legally protected basis, in accordance with applicable law.

Requisition code: 182216