Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth

Recruiting for this role will end on May 31, 2027.

The Individual Tax Services – High Net Worth group at Deloitte Tax advises high‑net‑worth individuals and families on complex tax compliance and planning matters, building long‑term relationships with clients and their trusted advisors.

Responsibilities

• Serve as a trusted advisor and primary point of contact for high‑net‑worth individuals and their advisors.
• Lead tax compliance and advisory engagements involving complex individual income tax matters.
• Review individual tax returns and related deliverables, identify issues, and coordinate with specialists when needed.
• Build strong client relationships through clear, thoughtful communication and responsive service.
• Translate complex tax matters into practical recommendations for clients and their advisors.
• Lead and develop tax professionals by providing coaching, reviewing work, and coordinating assignments across multiple deadlines.
• Manage engagement timelines, priorities, resources, and budgets to support high‑quality client outcomes.
• Collaborate with engagement leaders and other tax professionals to resolve issues, manage risks, and deliver a consistent client experience.

Skills

• Client service: Builds trusted relationships with high‑net‑worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs.
• Communication: Explains complex tax matters in a clear, practical, and professional manner to clients, leadership, and team members.
• Team management: Leads, coaches, and develops team members while creating a collaborative environment focused on accountability, quality, and growth.
• Delivery leadership: Organizes priorities, manages competing deadlines, anticipates risks, and coordinates resources to deliver consistent, high‑quality client outcomes.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or another relevant field.
• 5+ years of experience in individual tax compliance and planning, with exposure to high‑net‑worth individuals and gifts.
• Strong technical knowledge of high‑net‑worth taxation, including experience reviewing complex individual and gift tax returns.
• Demonstrated ability to serve as a trusted client advisor, communicate complex tax matters clearly, and build relationships with high‑net‑worth clients and their advisors.
• Experience leading the delivery of complex tax engagements, coordinating teams, managing competing deadlines, reviewing work, and maintaining high‑quality client outcomes.
• Ability to travel up to 5 % on average, based on client and industry needs.
• Limited immigration sponsorship may be available.
• One of the following active accreditations:
  • Licensed CPA in the state of practice/primary office (if eligible to sit for the CPA).
  • If not CPA‑eligible: Licensed Attorney.
  • Enrolled Agent.
• Preferred: Master’s degree or equivalent in a related field.
• Experience serving high‑net‑worth individuals or private clients.
• Strong client communication and relationship‑management skills.
• Experience leading, coaching, and developing tax professionals.
• Ability to manage multiple deadlines while maintaining quality and attention to detail.
• Proficiency with Excel and PowerPoint; experience with CCH tax technology or workflow tools is a plus.

Pay

The estimated compensation range for this role is $105,375 to $215,375. This range reflects factors such as skill set, experience, training, licensure, certifications, and business needs, and does not account for geographic differentials.