Remote Seasonal Tax Delivery Manager – High Net Worth

Deloitte France

Costa Mesa (CA)

On-site

USD 105,000 - 215,000

Full time

6 days ago
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Job summary

Deloitte Tax LLP seeks a Seasonal Tax Delivery Manager for Individual Tax Services - High Net Worth. Lead delivery from planning to seasonal completion, review complex tax returns, and manage client milestones during peak season.

Requires 5+ years in individual tax, strong high-net-worth knowledge, and ability to coach tax professionals. Remote opportunities available; travel up to 5% may be required.

Qualifications

  • 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.
  • Ability to ramp up quickly and contribute effectively in a seasonal, deadline-driven environment.
  • Demonstrated ability to manage high-volume work while maintaining quality and attention to detail.
  • Availability to support peak-season deadlines and changing priorities.
  • Ability to travel up to 5% on average.

Responsibilities

  • Own delivery for assigned client engagements from planning through completion of seasonal deliverables.
  • Review complex individual and gift tax returns, workpapers, and related deliverables for accuracy and completeness.
  • Track filing, review, and client milestones; identify risks early and elevate blockers.
  • Resolve review notes and coordinate with specialists to meet deadlines.
  • Maintain clear communication with clients, advisors, engagement leaders, and team members.
  • Manage team assignments, workload, and priorities during peak periods.
  • Provide focused coaching and real-time feedback to tax professionals.
  • Monitor engagement scope, budgets, and open items, escalating issues that may affect delivery.
  • Prepare clear handoff documentation and status updates for ongoing work.

Skills

Client advisory
Delivery management
Deadline management
Team coaching
Communication

Education

Bachelor’s Degree in Accounting/Finance/Business
Master’s degree (preferred)

Tools

Excel
PowerPoint
CCH tax software

Job description

Deloitte Tax LLP seeks a Seasonal Tax Delivery Manager for Individual Tax Services - High Net Worth. Lead delivery from planning to seasonal completion, review complex tax returns, and manage client milestones during peak season.

Requires 5+ years in individual tax, strong high-net-worth knowledge, and ability to coach tax professionals. Remote opportunities available; travel up to 5% may be required.

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