Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth

Deloitte•Jersey City, NJ

32d•$105,375 - $215,375•Hybrid

About The Position

This Tax Manager opportunity within Deloitte Tax is for the Individual Tax Services - High Net Worth group. The role involves serving as a trusted advisor and primary point of contact for high-net-worth individuals and their advisors, leading tax compliance and advisory engagements, and reviewing tax returns. The position also requires managing engagement timelines, priorities, resources, and budgets, as well as collaborating with engagement leaders and other tax professionals. The team at Deloitte Tax LLP's Individual Tax Services focuses on advising high-net-worth individuals and families on complex tax compliance and planning matters.

Requirements

Bachelor’s Degree in Accounting, Finance, Business Administration or other relevant degree
5+ years of experience in individual tax compliance and planning, with exposure to high-net-worth individuals and gifts
Strong technical knowledge of high-net-worth taxation, including experience reviewing complex individual and gift tax returns
Demonstrated ability to serve as a trusted client advisor, communicate complex tax matters clearly, and build relationships with high-net-worth clients and their advisors
Experience leading the delivery of complex tax engagements, including coordinating teams, managing competing deadlines, reviewing work, and maintaining high-quality client outcomes
Ability to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serve
Limited immigration sponsorship may be available
Licensed CPA in state of practice/primary office if eligible to sit for the CPA
Licensed Attorney
Enrolled Agent

Nice To Haves

Master’s degree or equivalent in a related field.
Experience serving high-net-worth individuals or private clients.
Strong client communication and relationship-management skills.
Experience leading, coaching, and developing tax professionals.
Ability to manage multiple deadlines while maintaining quality and attention to detail.
Proficiency with Excel and PowerPoint; experience with CCH tax technology or workflow tools is a plus.

Responsibilities

Serve as a trusted advisor and primary point of contact for high-net-worth individuals and their advisors.
Lead tax compliance and advisory engagements involving complex individual income tax matters.
Review individual tax returns and related deliverables, identify issues, and coordinate with specialists when needed.
Build strong client relationships through clear, thoughtful communication and responsive service.
Translate complex tax matters into practical recommendations for clients and their advisors.
Lead and develop tax professionals by providing coaching, reviewing work, and coordinating assignments across multiple deadlines.
Manage engagement timelines, priorities, resources, and budgets to support high-quality client outcomes.
Collaborate with engagement leaders and other tax professionals to resolve issues, manage risks, and deliver a consistent client experience.