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

We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate. Preserve all substantive info. We need to parse the posting. Content: Intro: "Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors? Do you bring strong experience in individual tax compliance and planning, including complex matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong fit. Recruiting for this role will end on May 31, 2027." That's about the role? Could be "About the role". We'll put that as

About the role

with

containing that text (maybe split into sentences). Keep all. Then "Work you'll do As a Deloitte Tax Manager supporting our Individual Tax Services - High Net Worth group, you will:" followed by bullet list of duties. We need to put Responsibilities section with

• each duty. List: - 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. That's responsibilities. Then "A successful candidate will possess the following skills:" then bullet list of 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. These could go under Skills section. Then "The Team At Deloitte Tax LLP, our Individual Tax Services professionals advise high-net-worth individuals and families on complex tax compliance and planning matters. The practice supports clients with individual income tax considerations while building long-term relationships with clients and their trusted advisors. Learn more about Deloitte Tax Global Employer Services." This is more about the team; could be part of About the role or maybe a separate section? Not required headings; we could incorporate into About the role. Then "Qualifications Required" bullet list: - Bachelor's Degree in Accounting, Finance, Business Administration or other relevant degree - 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, including coordinating teams, managing competing deadlines, reviewing work, and maintaining high-quality client outcomes - Ability to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serve - Limited immigration sponsorship may be available - 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 We need to format as list. Then "Preferred" bullet list: - 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. These could go under Qualifications (maybe separate Required vs Preferred). Could combine into Qualifications section with subheadings? But we only allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have Requirements and Qualifications separate. Could put required under Requirements, preferred under Qualifications. Or we could put all under Qualifications. The instruction: "Use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can use those. We'll map: - About the role: intro + team description. - Responsibilities: duties list. - Requirements: required qualifications. - Qualifications: preferred qualifications. - Skills: skills list (client service, communication, team management, delivery leadership). - Benefits: not mentioned; we should not create Benefits section unless posting actually states them. No benefits mentioned, so omit. - Pay: wage range given: "A reasonable estimate of the current range is $105,375 to $215,375." Also mention that range not adjusted for geographic differential etc. That's substantive. So we need Pay section with that info. - Schedule: travel up to 5% mentioned; that's schedule? Could be considered schedule (travel). The posting mentions ability to travel up to 5%, on average. That's schedule/travel. So we can include Schedule section with that detail. We must not create sections with filler like "commensurate with experience". We have actual content. We must not repeat job title. Not include Job ID etc. We must preserve all substantive information; do not invent or summarize away detail. We need to output only HTML fragment, no /, no markdown fences. Let's craft. Structure:

  About the role

  Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors? Do you bring strong experience in individual tax compliance and planning, including complex matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong fit. Recruiting for this role will end on May 31, 2027.

  At Deloitte Tax LLP, our Individual Tax Services professionals advise high-net-worth individuals and families on complex tax compliance and planning matters. The practice supports clients with individual income tax considerations while building long-term relationships with clients and their trusted advisors. Learn more about Deloitte Tax Global Employer Services.

  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.

  Requirements

  • Bachelor's Degree in Accounting, Finance, Business Administration or other relevant degree
  • 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, including coordinating teams, managing competing deadlines, reviewing work, and maintaining high-quality client outcomes
  • Ability to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available
  • 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

  Qualifications

  • 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.

  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.

  Pay

  A reasonable estimate of the current range is $105,375 to $215,375. 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.

  Schedule

  Ability to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serve.

  Check we didn't duplicate travel: we already have travel in Requirements; but schedule repeats it. Might be okay but could be considered duplication. However we need to preserve all substantive info; travel appears in Requirements already; we could keep it only there and not repeat in Schedule. But schedule section should contain schedule info; we could keep it there and remove from Requirements? But the requirement includes travel as a requirement; it's both a requirement and schedule info. The instruction: preserve ALL substantive information; do not invent or summarize away detail. If we keep it only in Schedule, we still preserve it. If we keep it only in Requirements, we still preserve it. But we need a Schedule section only if posting has real specific content for it. It does: travel up to 5%. So we need Schedule section. We could keep travel mention only in Schedule and not duplicate in Requirements. However Requirements also had travel as a bullet; if we remove it, we might lose that it's a requirement. But the requirement is also a schedule detail; but we could keep it in Requirements as a requirement and also mention in Schedule; duplication is okay but not ideal. The instruction didn't forbid duplication, just said remove duplicated lines (