Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth
Company: Deloitte
Location: Davenport
Posted on: June 24, 2022
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Job Description:
Are you a leader and strategic thinker with extensive first-hand
knowledge across multiple areas of taxation? 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? Do you not only know
what AGI & DNI are but actually get excited about them? 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 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. 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.
The Team
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. 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. Learn more about Deloitte Private Wealth
Tax Services.
Qualifications
Required
Preferred
btstax
Keywords: Deloitte, Davenport , Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth, Executive , Davenport, Iowa
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