Senior Tax Manager, High-Net-Worth Advisory

Deloitte France; Boston (MA); On-site; USD 105,000 - 215,000; Full time

Job summary

Deloitte Tax LLP in the United States seeks a Tax Manager in the High Net Worth group to guide complex individual tax compliance and planning for high-net-worth clients and their advisors. You will lead engagements, review returns, coach teams, and manage timelines and budgets to deliver high-quality outcomes, while translating intricate tax matters into practical client recommendations.

This role emphasizes strong communication, trusted relationships, and delivery leadership across engagements,

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
• Ability to travel up to 5%, on average, based on the work you do and the clients served
• Licensed CPA or Licensed Attorney or Enrolled Agent, eligible to sit for CPA if applicable

Responsibilities

• 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.

Skills

Client service

Communication

Team management

Delivery leadership

Education

Bachelor's Degree in Accounting, Finance, Business Administration or other relevant degree

Master's degree or equivalent in a related field

Tools

Excel

PowerPoint

CCH tax technology

Job description

Deloitte Tax LLP in the United States seeks a Tax Manager in the High Net Worth group to guide complex individual tax compliance and planning for high-net-worth clients and their advisors. You will lead engagements, review returns, coach teams, and manage timelines and budgets to deliver high-quality outcomes, while translating intricate tax matters into practical client recommendations.

This role emphasizes strong communication, trusted relationships, and delivery leadership across engagements,