Tax Manager, Investment Management, Private Wealth

tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.

The Team

At Deloitte Tax LLP, our 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. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.

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

• 5+ years of public accounting experience (at least 3 years in investment management)

• One of the following 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)

• Bachelor's degree in accounting, finance, or other business-related field

• 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

• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred

• 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

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $193,440.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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