Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth
About The Position
Deloitte Tax is hiring a Tax Manager for its Individual Tax Services – High Net Worth group within Global Employer Services. The role serves high-net-worth individuals, families, and their advisors on complex individual tax compliance and planning matters, including gifts and wealth transfer. The position is based in Atlanta, Georgia, and requires working 2–3 days per week in a hybrid environment. Travel may be up to 5%, on average. Recruiting for this role ends December 1, 2026. The Tax Manager acts as a trusted advisor and primary client contact, leads tax compliance and advisory engagements, reviews individual tax returns and related deliverables, and coordinates with specialists as needed. The manager develops client relationships through responsive communication and translates complex tax matters into practical recommendations. The position also leads and develops tax professionals, coordinates assignments across deadlines, and manages engagement timelines, priorities, resources, and budgets. The manager collaborates with engagement leaders and tax professionals to resolve issues, manage risks, and deliver consistent, high-quality client outcomes.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, or another relevant field.
- At least 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 complex tax engagement delivery, including coordinating teams, managing competing deadlines, reviewing work, and maintaining high-quality client outcomes.
- Ability to work 2–3 days per week in a hybrid environment.
- Ability to travel up to 5%, on average, depending on work and clients served.
- One active accreditation: licensed CPA in the state of practice/primary office if eligible to sit for the CPA; if not CPA-eligible, licensed attorney or Enrolled Agent.
- Limited immigration sponsorship may be available.
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 client relationships through clear, thoughtful communication and responsive service.
- Translate complex tax matters into practical recommendations for clients and their advisors.
- Lead, coach, and develop tax professionals; review work and coordinate 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.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
