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

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

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.

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.

Qualifications

Required:

• 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

Preferred: