Tax Manager - Fiduciary Services

Position Summary

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 May 31, 2027.

Work You'll Do

As a Tax Manager, you will lead federal tax compliance and consulting engagements for a diverse portfolio of clients. You will serve as a trusted advisor, work directly with client stakeholders, manage engagement teams and workstreams, and collaborate with Deloitte specialists to address complex tax matters and deliver practical, high-quality solutions.

You will oversee engagements from planning through completion, including coordinating teams, managing deliverables and priorities, and maintaining appropriate standards for quality, accuracy, and timeliness. You will provide tax compliance, advisory, planning, and controversy services tailored to client needs, while helping clients respond to changing business, regulatory, and tax requirements. You will also identify opportunities to improve tax processes and functions through effective use of technology, data, and operating-model approaches.

Success in this role requires the ability to exercise sound judgment, lead projects and workstreams, manage competing priorities, and communicate complex tax matters clearly. You will build lasting relationships with clients and colleagues, coach and develop team members, and contribute to a collaborative environment in which experienced professionals can expand their leadership, industry, and technical impact.

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 related field
• 5+ years' experience in federal tax compliance, federal tax accounting and provisions, tax analysis, and tax research
• One of the following active 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)
• Certified Financial Planner (CFP)
• 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
• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
• Limited immigration sponsorship may be available

Preferred:

• Advanced degree (MST, JD, and/or LLM)
• Prior Big 4/large CPA firm experience
• Fiduciary income, transfer tax, and exempt-entity compliance/consulting for trusts, estates, and tax-exempt organizations
• Review and management of IRS filings (Forms 706, 1041, 1040)
• Cross-border compliance: identify foreign reporting obligations and prepare/advise on international/informational returns (e.g., 5471, 8858, 8865, 3520, 3520-A)
• U.S. tax structuring for multi-jurisdiction inheritance/succession planning, including domestic and foreign trust structures
• Strong tax research, technical writing, and issue-spotting; able to explain complex issues to clients and non-tax stakeholders

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 $100,350- $179,875.

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.

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Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Our people and culture

Our 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 ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' 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 people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.

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.

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see https://www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Requisition code: 356984

Job ID 356984

Client-provided location(s): Columbus, OH, Cleveland, OH, Chicago, IL, Cincinnati, OH

Job ID: Deloitte-356984

Employment Type: OTHER

Posted: 2026-07-03T00:10:44