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Other - Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies and tax equity financial modeling (e.g., hypothetical liquidation at book value.
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As a Manager within the Sustainability, Climate and Equity: Renewable Energy practice, you will advise clients on tax issues related to renewable energy clients and projects. IRC section 45V Clean Hydrogen Tax Credit.
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One of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP.
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One of the following accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed AttorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA) Certified Financial Planner (CFP.
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As a Tax Senior Manager within the Global Information Reporting practice, you will be part of a diverse team that is currently leading the transformation and digitalization of the tax profession in the area of international tax transparency for the financial industry.
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Certifications:Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) As a Tax Manager within the Global Information Reporting practice, you will be part of a diverse team that is currently leading the transformation and digitalization of the tax profession in the area of international tax transparency for the financial industry.
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
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We provide comprehensive, independent, and objective wealth transfer 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.
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At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners.
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Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.
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As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
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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. Learn more about Deloitte Private Wealth Tax Services.
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Advanced degree such as MST, MAcc, JD, or LLM. Knowledge of fund accounting and general ledger accounting. 5+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry.
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5+ years of public accounting experience (at least 3 years in investment management) Prior Big 4 or large CPA firm experience. Experience managing projects including scheduling, budgeting, client correspondence, and billing.
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