Manager, Investment Management, Private Wealth
Company: Deloitte
Location: Tulsa
Posted on: June 26, 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 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
For individuals assigned and/or hired to work in Colorado or
Nevada, Deloitte is required by law to include a reasonable
estimate of the compensation range for this role. This compensation
range is specific to the State of Colorado and the State of Nevada
and 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 $90,300 to $167,700.
You may also be eligible to participate in a discretionary annual
incentive program, subject to the rules governing the program,
whereby an award, if any, depends on various factors, including,
without limitation, individual and organizational performance.
Btstax
Keywords: Deloitte, Tulsa , Manager, Investment Management, Private Wealth, Executive , Tulsa, Oklahoma
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