Tax Manager - Private Wealth

Are you a trusted tax leader who enjoys solving complex problems, building client relationships, and developing talent? Do you bring deep technical knowledge across multiple areas of taxation and thrive in a role where you can advise clients on both compliance and consulting matters? Are you energized by working with individuals, trusts, estates, family offices, investment vehicles, charitable entities, and closely held businesses? If so, Deloitte's growing Private Wealth practice may be the right fit for you.

Recruiting for this role ends on May 31, 2027

Work You'll Do

As a Tax Manager in our Private Wealth Tax practice, you'll lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements.

You'll also prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions.

In this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities.

You'll also begin building marketplace eminence through pursuits and other business development efforts.

A successful candidate would possess these skills:


* Ability to work independently and collaborate as part of a team


* Effective written and verbal communication skills


* Meticulous attention to detail and quality of work product


* Ability to build and sustain professional relationships


* Ability to lead projects or workstreams


* Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment


* Strong interpersonal skills and professional demeanor


* Ability to meet deadlines


* Ability to mentor and provide clear guidance to others

The Team

At Deloitte Tax LLP, our Private Wealth team serves ultra-affluent families, entrepreneurs, family offices, and closely held business owners with highly specialized tax and wealth transfer planning needs.

We provide objective, independent advice that helps clients make informed decisions about their financial priorities, business and investment goals, family legacy, and charitable giving-both throughout life and through estate planning.

Learn more about Deloitte Business Tax Services .

Qualifications

Required


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


* 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)
+ Certif...