Tax Senior Manager
1 month ago
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 servePreferred
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 skillsThe 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 tipsFrom 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.
We have other current jobs related to this field that you can find below
-
Managers and Tax Preparers
1 month ago
Lithia Springs, United States ATC Income Tax Full timeJob 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 Manager
3 weeks ago
Sandy Springs, United States ServiceMaster Brands Full timeReady 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 pai Tax Manager, Manager, Business Operations, Tax, Accounting, Senior
-
Senior Tax Manager
4 weeks ago
Sandy Springs, United States ServiceMaster Brands Full timeReady 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 pai Tax Manager, Manager, Business Operations, Tax, Accounting, Senior
-
Senior Tax Manager
1 week ago
Glenwood Springs, United States TRIMBLE & ASSOCIATES Full timeTAX MANAGER/TAX PRINCIPAL – Awesome Career Opportunity in a great Western Slope Location! Are you looking to grow both personally and professionally in a great Western Slope Community? Ability to move into a partnership role! This organization offers a genuine appreciation and concern for your overall well-being, both in your successful career and your...
-
Senior Tax Manager
2 weeks ago
Glenwood Springs, Colorado, United States TRIMBLE & ASSOCIATES Full timeTAX MANAGER/TAX PRINCIPAL – Awesome Career Opportunity in a great Western Slope Location Are you looking to grow both personally and professionally in a great Western Slope Community? Ability to move into a partnership role This organization offers a genuine appreciation and concern for your overall well-being, both in your successful career and your...
-
Senior Tax Manager
1 month ago
Sandy Springs, United States ServiceMaster Full timeReady 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
2 weeks ago
Glenwood Springs, United States DWC CPAs and Advisors Full timeJoin Our Team and Unleash Your Potential! DWC CPAs and Advisors is on the lookout for passionate and talented individuals to join our dynamic team where your unique skills, experience, and perspective are highly valued and contribute to our standing as a Top 300 Public Accounting Firm. We are actively seeking individuals who aspire to grow both personally...
-
Tax Manager
1 month ago
Glenwood Springs, United States DWC CPAs and Advisors Full timeJoin Our Team and Unleash Your Potential! DWC CPAs and Advisors is on the lookout for passionate and talented individuals to join our dynamic team where your unique skills, experience, and perspective are highly valued and contribute to our standing as a Top 300 Public Accounting Firm. We are actively seeking individuals who aspire to grow both personally...
-
Tax Senior Associate-(Denver)
2 weeks ago
Eldorado Springs, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full timeJob DescriptionJob DescriptionTax Senior AssociateWe seek highly motivated entry level accounting professionals to join our dynamic Tax Services division for our Denver team. Our team helps clients improve their tax efficiencies and facilitate better decision making. This role is focused on helping businesses with tax strategy, ensuring tax compliance,...
-
Tax Senior Associate-(Denver)
4 weeks ago
Eldorado Springs, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full timeJob DescriptionJob DescriptionTax Senior AssociateWe seek highly motivated entry level accounting professionals to join our dynamic Tax Services division for our Denver team. Our team helps clients improve their tax efficiencies and facilitate better decision making. This role is focused on helping businesses with tax strategy, ensuring tax compliance,...
-
Case Manager, Senior
2 weeks ago
Colorado Springs, United States HealthSouth Full timeSALARY RANGE $36.91 - $47.61/HR The Senior Case Manager assists the DCM with the coordination and management of day-to-day operations of the Case Management department including, but not limited to case manager schedule and assignments, KCI / outcomes monitoring, medical record reviews, performance improvement activities, monitoring adherence to standards of...
-
Tax Talent Alignment Manager
1 week ago
Colorado Springs, United States FORVIS Full timeRequisition Number2232906 Description & Requirements As part of our Talent Alignment Group (TAG), the Talent Alignment Manager works closely with Managers and Partners to ensure engagements are staffed appropriately and enables our practices to leverage the right talent, on the right clients, at the right time. Our team strives for the efficient and...
-
RN Case Manager
2 weeks ago
Colorado Springs, Colorado, United States Brookdale Senior Living Full timeRN Case Manager - Assisted Living. Multi SiteRN Case Manager - Assisted Living. Multi SiteOverviewBrookdale Senior Living Resident Case Manager, RN.A very unique opportunity to enhance healthcare delivery for our higher level acuity Resident's in 2 of our Colorado Springs area assisted living and memory care communities Work between our Brookdale Skyline and...
-
Senior Manager
1 month ago
Colorado Springs, Colorado, United States Novo Nordisk Full timeAbout the Department The Boulder Site is home to the specialized technical operations/CMC team for oligonucleotides and RNAi therapeutics, continuing its legacy as the hub for all manufacturing-related activities for GalXCTM and GalXC-PlusTM investigational therapeutics developed from Novo Nordisk's acquisition of Dicerna Pharmaceuticals, Inc. in December...
-
Senior Business Advisor
1 month ago
Steamboat Springs, United States Emerald Mountain Tax & Consulting Full timeJob DescriptionJob DescriptionThe Senior Accountant is a key part of our team. You will perform general bookkeeping, payroll and business advising for a variety of individual and business clients. Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for. Who we are:Platform Accounting...
-
Senior Business Advisor
4 weeks ago
Steamboat Springs, United States Emerald Mountain Tax & Consulting Full timeJob DescriptionJob DescriptionThe Senior Accountant is a key part of our team. You will perform general bookkeeping, payroll and business advising for a variety of individual and business clients. Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for. Who we are:Platform Accounting...
-
Advisor, Tax
3 days ago
Colorado Springs, Colorado, United States Bench Full timeWhat's Bench? Visit Bench's latest news to see what's happening, and read what our customers have to say. You can also check us out in Medium, on our LinkedIn page, our Instagram, and our Life at Bench Blog. We acknowledge that Bench is founded on the traditional, ancestral, and unceded territory of the Coast Salish Peoples, including the territories of the...
-
Senior Property Accountant
2 weeks ago
Denver, Colorado, United States Solera Senior Living Full timeAbout Solera:Love to make a difference in the lives of seniors? At Solera Senior Living we are led by our Core Values which guide our decision-making at every level of our company. We are looking for compassionate individuals who want to join our teamWhat can Solera offer you?A company that is growing so you can grow tooAbility to be paid immediately, no...
-
RN Case Manager
4 weeks ago
Colorado Springs, United States Brookdale Senior Living Full timeRN Case Manager - Assisted Living. Multi SiteRN Case Manager - Assisted Living. Multi Site Overview Brookdale Senior Living Resident Case Manager, RN. A very unique opportunity to enhance healthcare delivery for our higher level acuity Resident's in 2 of our Colorado Springs area assisted living and memory care communities! Work between our Brookdale...
-
Senior Assistant Manager
1 month ago
Colorado Springs, United States Cinemark Full timeJoin Our Team:A career at Cinemark means you'll have epic opportunities to immerse yourself in our industry. But that's just the beginning — a front row seat means incredible growth as you bring new ideas to life to create an unforgettable experience for movie lovers worldwide.Role Summary:Cinemark Senior Assistant Managers assist the General Manager in...
