Tax Manager - Private Wealth

Deloitte•Jersey City, NJ

119d•$100,350 - $205,000•Hybrid

About The Position

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.

Requirements

Bachelor's degree in accounting, finance, or other business-related field
5+ years of public accounting experience (at least 3 years in investment management)
Licensed CPA in state of practice/primary office if eligible to sit for the CPA, or Licensed attorney, or Enrolled Agent
Experience reviewing partnership and/or trust documents
Experience managing projects including scheduling, budgeting, client correspondence, and billing
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
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

Nice To Haves

Advanced degree such as MST, MAcc, JD, or LLM
Prior Big 4 or large CPA firm experience
Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills.
Knowledge of fund accounting and general ledger accounting
Chartered Financial Advisor (CFA)
Certified Financial Planner (CFP)

Responsibilities

Lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements.
Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions.
Train, mentor, and supervise Tax Consultants and Tax Seniors.
Serve as a key client contact on engagements.
Contribute to billing, profitability, and engagement management activities.
Begin building marketplace eminence through pursuits and other business development efforts.