Deloitte Senior Manager - Investment Management – Private Wealth Tax in Cincinnati, Ohio
Are you a senior leader and strategic thinker with deep, first-hand knowledge across multiple areas of taxation? Do you excel at leading teams in delivering compliance and consulting services to individual clients and their trusts, estates, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? If you answered Yes! to these questions, we need to talk about a career with Deloitte s growing Private Wealth practice!
What you ll do
As a Tax Senior Manager in our Private Wealth Tax practice, you will lead high-level tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well as prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions on the client. You will also train, mentor, and supervise Tax Consultants, Tax Seniors, and Tax Managers; and take the lead in client-contact roles, and billing and profitability analysis, on engagements; and be heavily involved in marketplace eminence building and pursuits.
At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, and closely-held business owners. We provide comprehensive, independent, and objective wealth planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services at http://www2.deloitte.com/us/en/pages/tax/solutions/private-wealth-tax-services.html .
8 years of public accounting experience (at least 6 years in investment management) or equivalent in law firms or industry
CPA, Enrolled Agent, or other appropriate certification (or in process of obtaining)
Bachelor's degree in accounting, finance, or other business-related field
Experience reviewing partnership and/or trust documents
Experience managing projects including scheduling, budgeting, client correspondence, and billing
Strong communication, interpersonal, and organizational skills
Excellent research and writing skills
Ability to travel up to 10%
Advanced degree such as MST, MAcc, JD, or LLM
Prior Big 4 experience
Knowledge of fund accounting and general ledger accounting
How you ll grow
At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center at https://zoomforth.com/s/deloitte/du#home .
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 at http://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html .
Deloitte s culture
We take pride in our culture and celebrate individuals by recognizing their uniqueness. As a commitment to our people, we offer well-being programs and provide our professional s opportunities for support and flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. This supportive culture helps enable our people to do their best work every day. Learn more about Life at Deloitte .
Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte s impact on the world at http://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html .
We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you re applying to. Check out recruiting tips from Deloitte professionals at http://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html .
As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. 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.