Job Title: Tax Manager-Investment Mgmt-Private Wealth (East Region City Locations)
Experience: 5+ years of public accounting experience (at least 3 years in investment management)
Salary Range: $84,980 to $193,440
Position Summary:
- Seeking a leader and strategic thinker with extensive knowledge in taxation
- Deliver compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held business concerns
- Provide solutions to complex tax issues and have a strong understanding of AGI & DNI
- Career opportunity with Deloitte's growing Private Wealth practice
What You'll Do:
- Perform high-level reviews of tax research and returns for individual, fiduciary, partnership, closely-held corporations, estate, and gift work
- 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
- Begin taking on lead client-contact roles and billing and profitability analysis on engagements
- Be involved in marketplace eminence building and pursuits
The Team:
- Private Wealth team focuses on the specialized needs of the ultra-affluent
- Provide comprehensive, independent, and objective wealth transfer planning advice
- Help clients make informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving
- Learn more about Deloitte Private Wealth Tax Services
Qualifications Required:
- Ability to perform job responsibilities within a hybrid work model
- Ability to travel up to 25%
- 5+ years of public accounting experience (at least 3 years in investment management)
- Licensed CPA in state of practice/primary office or other accreditations obtained (licensed attorney, enrolled agent, CFA, CFP)
- Bachelor's degree in accounting, finance, or other business-related field
- Experience reviewing partnership and/or trust documents
- Experience managing projects and 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 or large CPA firm experience
- Knowledge of fund accounting and general ledger accounting
Salary Information:
- Wage range of $84,980 to $193,440, taking into account factors such as skill sets, experience, training, and certifications
- Not typical for an individual to be hired at or near the top of the range, compensation decisions are dependent on individual circumstances
- Eligible for discretionary annual incentive program
Information for Applicants:
- Hybrid work model and travel requirements
- Accommodation for applicants with disabilities
- Recruiting tips and benefits of working at Deloitte
- Diverse, equitable, and inclusive culture
- Deloitte's purpose, commitments, and impact
- Professional development opportunities
About Deloitte:
- Deloitte Tax LLP is a subsidiary of **MEMBERS ONLY**SIGN UP NOW***.
- 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
- Requisition code: 182413
