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Deloitte Tax Manager – Investment Management – Private Wealth – Boston, MA in Philadelphia, Pennsylvania

What you ll do

As a Tax Manager in our Private Wealth Tax practice, you will performhigh-level reviews of tax research of individual, fiduciary, partnership,closely-held corporations, estate, and gift work papers and tax returns, aswell prepare and lead client meetings on compliance and consulting projectsrelated to tax planning opportunities and the tax implications of transactionsto the client. Additionally, you will train, mentor, and supervise new andexperienced Tax Consultants and Tax Seniors; you will begin taking on leadclient-contact roles, and billing and profitability analysis, on engagements;and you will begin to be involved in marketplace eminence building andpursuits.

Required Qualifications

4 years of public accounting experience (at least 3 years in investmentmanagement) or equivalent in law firms or industry

CPA, Enrolled Agent, or other appropriate certification (or in process ofobtaining)

Bachelor's degree in accounting, finance, or other business-related field

Experience reviewing partnership and/or trust documents

Experience managing projects including scheduling, budgeting, clientcorrespondence, and billing

Strong communication, interpersonal, and organizational skills

Excellent research and writing skills

Ability to travel up to 25%


  • Advanced degree such as MST, MAcc, JD, LLM

  • Prior Big 4 experience

  • Knowledge of fund accounting and general ledger accounting

  • 1 years Private Wealth experience: Gift & Estate Tax planning, Wealth Management, High Net Worth Individuals, Trust & Charitable (EGTC)

The Team

At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needsof 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 moreinformed, strategic decisions relevant to their personal financial comfort,business and investment needs, family legacy, and charitable giving duringtheir lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services at

How you ll grow

At Deloitte, our professional development plan focuses on helpingpeople at every level of their career to identify and use their strengths to dotheir best work every day. From entry-level employees to senior leaders, webelieve there s always room to learn. We offer opportunities to help sharpenskills in addition to hands-on experience in the global, fast-changing businessworld. From on-the-job learning experiences to formal developmentprograms at Deloitte University, our professionals have a variety of opportunitiesto continue to grow throughout their career. Explore Deloitte University, TheLeadership Center. at


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Category: Tax

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see 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.