Tax Manager - Private Wealth
About the role
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered “Yes!” to these questions, we need to talk about a career with Deloitte’s growing Private Wealth practice!
Recruiting for this role ends on
Recruiting for this role ends on May 31, 2027
What You’ll Do
- Perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
- Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Billing and profitability analysis on engagements
- Begin taking on lead client-contact roles
- 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.
Learn more about Deloitte Business Tax Services.
Qualifications
- 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
- Bachelor's degree in accounting, finance, or other business-related field
- 5+ years of public accounting experience (at least 3 years in investment management)
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Experience reviewing partnership and/or trust documents
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Limited immigration sponsorship may be available
- 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
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
Prioritization
- Advanced degree such as MST, MAcc, JD, or LLM
- Prior Big 4 or large CPA firm experience
- Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills
- Knowledge of fund accounting and general ledger accounting
Wage Range
A reasonable estimate of the current range is $100,350 to $205,000.
Benefits
- Discretionary annual incentive program
- Broad range of benefits
- Inclusive culture
- Opportunities for professional growth
Additional Resources
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