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Learn more about Deloitte Private Wealth Tax Services. 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.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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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.
$146,510 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Certifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) 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.
$84,980 - $169,650 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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.
$84,980 - $169,650 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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5+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry. to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice.
$84,980 - $169,650 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry. 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.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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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. Advanced degree such as MST, MAcc, JD, or LLM. Knowledge of fund accounting and general ledger accounting.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Experience managing projects including scheduling, budgeting, client correspondence, and billing. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Licensed CPA in state of practice/primary office if eligible to sit for the CPA. Bachelor's degree in accounting, finance, or other business-related field. We are creating trust and confidence in a more equitable society.
$84,980 - $169,650 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Certified Financial Planner (CFP) Chartered Financial Advisor (CFA) Certified Financial Planner (CFP) Chartered Financial Advisor (CFA) It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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From entry-level employees to senior leaders, we believe there's always room to learn. Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
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A reasonable estimate of the current range is $84,980 to $193,440. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
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CAPTRUST is seeking a Tax Manager who will work with team members to provide high-net-worth families, individuals, and their related entities with tax compliance, tax consulting, and wealth management services.
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financial services wealth management planner jobs Title: tax manager in Missouri-city, Missouri
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