Tax Senior Manager

4 months ago


Colorado Springs, United States Deloitte Full time

Position Summary

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 June 1, 2025

What you’ll do

As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will 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.

Qualifications

Required

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 8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry Bachelor's degree in accounting, finance, or other business-related field One of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP)  Experience reviewing partnership and/or trust documents Experience managing projects including scheduling, budgeting, client correspondence, and billing Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred

Advanced degree such as MST, MAcc, JD, or LLM Prior Big 4 experience Knowledge of fund accounting and general ledger accounting Strong communication, interpersonal, and organizational skills Excellent research and writing skills

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. 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. A reasonable estimate of the current range is $119,490 to $238,680.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation: 

btstax

Recruiting tips

From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
  • Tax Manager

    3 weeks ago


    Colorado Springs, Colorado, United States Sr. Tax Advisory Group Full time

    Job OpportunityWe are seeking a highly skilled and experienced Tax Manager to join our team at Senior Tax Advisory Group.About the RoleThe successful candidate will be responsible for promoting our company culture and encouraging excellence and high team morale. They will also develop and implement goals, procedures, and policies in coordination with...

  • Tax Manager

    2 days ago


    Colorado Springs, United States Sr. Tax Advisory Group Full time

    Job DescriptionJob DescriptionAt Senior Tax Advisory Group, we talk a lot about culture and team. In fact, we rather obsess about it. Without a transformative culture, we cannot begin to elevate and celebrate the lives of our clients and be ourselves changed for the good in the process. So, we seek great hearts, other people like us, who care and want to do...


  • Colorado Springs, United States Carson Group Advanced Solutions Tax & Accounting Full time

    Senior Tax AccountantWe are seeking a highly skilled Senior Tax Accountant to play a critical role in ensuring the accuracy and compliance of tax returns. As a Senior Tax Accountant, you will provide expert advice to clients on tax-related matters and supervise Tax Accountants, including review of completed returns.Key Responsibilities:Prepare diversified...

  • Senior Manager, Tax

    4 hours ago


    Colorado Springs, Colorado, United States Blackbaud Full time

    Senior Tax Manager Job DescriptionThe Senior Tax Manager position at Blackbaud offers a unique opportunity to work with international, federal, and state and local taxes. As a key member of the tax team, you will be responsible for ensuring the accuracy and timeliness of the tax compliance function and accounting for income taxes.Key Responsibilities:Ensure...

  • Tax Preparer

    1 month ago


    Colorado Springs, United States Sr. Tax Advisory Group Full time $20 - $25

    Job DescriptionJob DescriptionAt Senior Tax Advisory Group, we talk a lot about culture and team. In fact, we rather obsess about it. Without a transformative culture, we cannot begin to elevate and celebrate the lives of our clients and be ourselves changed for the good in the process. So, we seek great hearts, other people like us, who care and want to do...


  • Colorado Springs, Colorado, United States Stockman Kast Ryan + Co Full time

    Senior Tax Consultant Job DescriptionAt Stockman Kast Ryan + Co, we are seeking a highly skilled Senior Tax Consultant to join our team. As a Senior Tax Consultant, you will play a key role in improving the efficiency and effectiveness of our tax return preparation process.Responsibilities:Prepares detailed working papers and individual tax returns for...

  • Senior Tax Consultant

    3 hours ago


    Colorado Springs, Colorado, United States Stockman Kast Ryan + Company Full time

    Job OpportunityStockman Kast Ryan + Company is seeking a highly skilled Senior Tax Consultant to join our team in Colorado Springs, CO. As a Senior Tax Consultant, you will play a key role in improving the efficiency and effectiveness of the tax return preparation process. Key Responsibilities:Prepares detailed working papers and individual tax returns for...

  • Senior Tax Associate

    40 minutes ago


    Colorado Springs, Colorado, United States CBIZ Full time

    Job SummaryWe are seeking a highly skilled Senior Tax Associate to join our team at CBIZ. As a Senior Tax Associate, you will be responsible for providing top-level financial and employee business services to our clients.Key ResponsibilitiesComplete all aspects of accounting, tax, and audit engagements for clients, including status updates to engagement...

  • Senior Tax Associate

    33 minutes ago


    Colorado Springs, Colorado, United States CBIZ Full time

    Job SummaryCBIZ is seeking a highly skilled Senior Tax Associate to join our team. As a Senior Tax Associate, you will be responsible for providing top-level financial and employee business services to organizations of all sizes. You will work closely with our clients to deliver national-caliber expertise combined with highly personalized service delivered...

  • Tax Manager Roles

    1 week ago


    Colorado Springs, Colorado, United States CyberCoders Full time

    Job Title: Tax Manager / Senior Tax ManagerLocation: RemoteSalary: $165,000 - $180,000 per yearJob Type: Full-timeRequirements:CPA or EA certificationAt least 4-8 years of tax management experienceStrong knowledge of tax laws and regulationsExcellent communication and leadership skillsWe are a top 150 CPA firm seeking a Tax Manager / Senior Tax Manager to...

  • Senior Tax Advisor

    3 days ago


    Colorado Springs, Colorado, United States H&R Block Full time

    Job Title: Senior Virtual Tax AdvisorAt H&R Block, we're committed to providing exceptional tax services to our clients. As a Senior Virtual Tax Advisor, you'll play a critical role in delivering high-quality tax preparation and review services to our clients.Key Responsibilities:Assist with the training and support of Virtual Tax Advisors to ensure they...


  • Colorado Springs, United States City of Colorado Springs Full time

    Senior Sales Tax Analyst. We are seeking a detail-oriented Senior Sales Tax Analyst to join our team. This role requires a systematic problem-solver who can work independently and adapt to changing needs. Responsibilities include collaborating with t Tax Analyst, Sales, Tax, Analyst, Senior, Operations, Technology


  • Lithia Springs, United States ATC Income Tax Full time

    Job Description ATC Income Tax is now hiring full and part-time Managers and Tax Preparers (Seasonal Position - no experience needed) ATTN: If hired, you will be required to attend a 1-week, mandatory training the entire week of December 12. Training will be held at our Marietta or Decatur locations (socially distanced, and via Zoom) Position Start Date:...

  • Senior Tax Consultant

    3 weeks ago


    Colorado Springs, Colorado, United States Stockman Kast Ryan + Company Full time

    Job SummaryWe are seeking a highly skilled Senior Tax Consultant to join our team at Stockman Kast Ryan + Company. As a Senior Tax Consultant, you will be responsible for developing client relationships and preparing tax returns for Trust & Estate clients.Key ResponsibilitiesClient Relationship Development: Develop and maintain strong relationships with...


  • Colorado Springs, Colorado, United States Bear Creek Senior Living Full time

    Senior Living Sales ManagerWe are seeking an experienced Senior Living Sales Manager to lead our sales and marketing efforts at our senior living community in Colorado Springs, CO.As a Family Advisor, you will work closely with prospective residents and their families to understand their needs and preferences, and help them make informed decisions about...


  • Colorado Springs, Colorado, United States Bear Creek Senior Living Full time

    Sales and Marketing Director/ Family AdvisorWe are seeking an experienced Senior Living Sales Manager with a proven track record of success to lead our sales and marketing efforts at Bear Creek Senior Living in Colorado Springs, CO.About the RoleAs a Family Advisor, you will work closely with prospective residents and their families to understand their needs...

  • Senior Tax Manager

    4 weeks ago


    Sandy Springs, United States ServiceMaster Full time

    Ready to be part of a dynamic and growing company? ServiceMaster Brands is looking for talented people to join our team! What We Offer: Medical, Dental, and Vision start the first day of the month following your date of hire 401 (k) match 15 Days paid time off and paid holidays, including 2 floating holidays Mental health support through Headspace...

  • Tax Manager

    7 days ago


    Colorado Springs, Colorado, United States ATLAS CPAs & Advisors PLLC Full time

    Job Title: Tax ManagerATLAS CPAs & Advisors PLLC is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will play a key role in providing exceptional tax services to our clients, ensuring compliance with tax laws and regulations, and leading a team of tax professionals.Key Responsibilities:Assist with client projects, including tax...


  • Colorado Springs, Colorado, United States Liberty Tax Service Full time

    Job Summary:As an Office Supervisor at Liberty Tax Service, you will be responsible for overseeing the daily operations of a specific retail tax location. This role involves managing store employees and ensuring that business objectives set by the corporate office are met.Key Responsibilities:Manage store employees and provide guidance on daily tasks and...


  • Colorado Springs, Colorado, United States Liberty Tax Service Full time

    Job SummaryWe are seeking a highly skilled and experienced Office Supervisor to join our team at Liberty Tax Service. As a key member of our retail operations team, you will be responsible for overseeing the daily operations of a specific retail tax location.Key Responsibilities:Manage Store Employees: Supervise and mentor a team of retail employees to...