Tax Manager - Fiduciary Services

Deloitte•Cincinnati, OH

120d•$100,350 - $179,875•Hybrid

About The Position

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.

Requirements

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, Licensed Attorney, Enrolled Agent, 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
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 (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

Responsibilities

Lead federal tax compliance and consulting engagements for a diverse portfolio of clients.
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.
Oversee engagements from planning through completion, including coordinating teams, managing deliverables and priorities, and maintaining appropriate standards for quality, accuracy, and timeliness.
Provide tax compliance, advisory, planning, and controversy services tailored to client needs, while helping clients respond to changing business, regulatory, and tax requirements.
Identify opportunities to improve tax processes and functions through effective use of technology, data, and operating-model approaches.
Exercise sound judgment, lead projects and workstreams, manage competing priorities, and communicate complex tax matters clearly.
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.