Tax – Investment Management – Private Wealth – Manager
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, 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!
Areyou a leader and strategic thinker with extensive first-hand knowledge acrossthe tax-exempt industry? Do you excel at delivering compliance and consultingservices to non-profits and related 501(c) entities, while providing solutionsto complex tax issues? Do you not only know what minimum investment return andundistributed income are but actually get excited about them? Do you enjoy workingwith organizations at the front of the tax-exempt industry? If you answered"Yes!" to these questions, we need to talk about a career with Deloitte'sgrowing Tax-Exempt practice!
What you'll do
As a Tax Manager in our Tax-Exempt Tax practice, you will performhigh-level reviews of work papers and tax returns, as well prepare and leadclient meetings on compliance and consulting projects related to tax planningopportunities and the tax implications of transactions to the client.Additionally, you will train, mentor, and supervise new and experienced TaxConsultants and Tax Seniors; you will begin taking on lead client-contactroles, and billing and profitability analysis, on engagements; and you willbegin to be involved in marketplace eminence building and pursuits.
At Deloitte Tax LLP, our Tax-Exempt practice sits within our largePrivate Wealth team. Our overall teamfocuses on the specialized needs of the owners of capital, including familieswith multigenerational wealth, entrepreneurs, closely-held business owners, and,of course, tax-exempt organizations. [MR1] Learn more about Deloitte Private Wealth Tax Services.
- 4+ years of public accounting experience (at least 3 years working with non-profit/tax-exempt clients) or equivalent in law firms or industry
- CPA or member of the bar
- Bachelor's degree in accounting, finance, or other business-related field
- Experience reviewing tax-exempt documents
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Strong communication, interpersonal, and organizational skills
- Excellent research and writing skills
- Advanced degree such as MST or LLM
- Prior Big 4 experience helpful but not required
- Knowledge of tax-exempt accounting
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