Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors? Do you bring strong experience in individual tax compliance and planning, including complex matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong fit.
Recruiting for this role will end on May 31, 2027.
Work you’ll do
As a Deloitte Tax Manager supporting our Individual Tax Services - High Net Worth group, you will:
- Serve as a trusted advisor and primary point of contact for high-net-worth individuals and their advisors.
- Lead tax compliance and advisory engagements involving complex individual income tax matters.
- Review individual tax returns and related deliverables, identify issues, and coordinate with specialists when needed.
- Build strong client relationships through clear, thoughtful communication and responsive service.
- Translate complex tax matters into practical recommendations for clients and their advisors.
- Lead and develop tax professionals by providing coaching, reviewing work, and coordinating assignments across multiple deadlines.
- Manage engagement timelines, priorities, resources, and budgets to support high-quality client outcomes.
- Collaborate with engagement leaders and other tax professionals to resolve issues, manage risks, and deliver a consistent client experience.
A successful candidate will possess the following skills:
- Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs.
- Communication: Explains complex tax matters in a clear, practical, and professional manner to clients, leadership, and team members.
- Team management: Leads, coaches, and develops team members while creating a collaborative environment focused on accountability, quality, and growth.
- Delivery leadership: Organizes priorities, manages competing deadlines, anticipates risks, and coordinates resources to deliver consistent, high-quality client outcomes.
The Team
At Deloitte Tax LLP, our Individual Tax Services professionals advise high-net-worth individuals and families on complex tax compliance and planning matters. The practice supports clients with individual income tax considerations while building long-term relationships with clients and their trusted advisors. Learn more about Deloitte Tax Global Employer Services.
Qualifications
Required
- Bachelor’s Degree in Accounting, Finance, Business Administration or other relevant degree
- 5+ years of experience in individual tax compliance and planning, with exposure to high-net-worth individuals and gifts
- Strong technical knowledge of high-net-worth taxation, including experience reviewing complex individual and gift tax returns
- Demonstrated ability to serve as a trusted client advisor, communicate complex tax matters clearly, and build relationships with high-net-worth clients and their advisors
- Experience leading the delivery of complex tax engagements, including coordinating teams, managing competing deadlines, reviewing work, and maintaining high-quality client outcomes
- Ability to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
- One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
Preferred
- Master’s degree or equivalent in a related field.
- Experience serving high-net-worth individuals or private clients.
- Strong client communication and relationship-management skills.
- Experience leading, coaching, and developing tax professionals.
- Ability to manage multiple deadlines while maintaining quality and attention to detail.
- Proficiency with Excel and PowerPoint; experience with CCH tax technology or workflow tools is a plus.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. 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. A reasonable estimate of the current range is $105,375 to $215,375.