Tax Senior Manager - IM Private Wealth

Deloitte France; Fresno (CA); Hybrid; USD 141,000 - 288,000; Full time

Job summary

Deloitte Tax LLP is seeking a Tax Senior Manager to lead tax compliance and advisory work for investment management clients in a hybrid environment. You will mentor Tax Managers and Senior consultants while managing client relationships and tax planning opportunities.

The role emphasizes leadership, client delivery, and cross-functional collaboration within a large US practice. Strong communication and strategic thinking are essential for success.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 9+ years' experience in tax planning or preparing and reviewing returns.
• 6+ years' experience with investment management or partnership taxation.
• Experience managing projects including scheduling, budgeting, and billing.
• Active accreditation: CPA, attorney, or Enrolled Agent preferred.
• Hybrid work model requiring in-person co-location 2-3 days per week.
• Travel ~25% on average; ability to travel as needed.

Responsibilities

• Provide tax compliance and advisory services to investment management clients.
• Lead high-level reviews of tax research, filings, and partner work papers.
• Prepare and lead client meetings on tax planning opportunities and transactions.
• Train, mentor, and supervise Tax Managers, Seniors and Consultants.
• Lead client-contact roles and manage billing and profitability.
• Contribute to marketplace eminence building and pursuits.

Skills

Leadership

Communication

Project management

Mentoring

Client relationship management

Attention to detail

Time management

Collaboration

Education

Bachelor's degree in Accounting or Finance

Tools

Fund accounting

General ledger accounting

Job description

Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving major players in partnership taxation, leading and mentoring teams, and advising on important tax and business issues? If you're a senior leader who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior Manager on our growing team!

Work You'll Do

As a Tax Senior Manager, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client.

In this role, you will:

• Perform high-level reviews of tax research, partnership work papers, allocations, and tax filings
• Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization
• Train, mentor, and supervise new and experienced Tax Managers, Seniors and Consultants
• Take on lead client-contact roles
• Conduct billing and profitability analysis on engagements
• Participate in marketplace eminence building and pursuits

A successful candidate would possess these skills:

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to mentor and provide clear guidance to others

The team

As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. Learn more about Deloitte Business Tax Services .

Qualifications Required:

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
• Bachelor's degree in Accounting, Finance, or other business-related field
• 9+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
• 6+ years' experience with investment management or partnership taxation
• Experience managing projects including scheduling, budgeting, client correspondence, and billing
• Experience presenting to clients or other decision-makers for purposes of project delivery or sales pursuits
• Limited immigration sponsorship may be available
• Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
• One of the following active accreditations obtained:
• Licensed CPA in state of practice/primary office if eligible to sit for the CPA
• Licensed attorney
• Enrolled Agent
• Preferred:
• Previous Big 4 experience
• Knowledge of fund accounting and general ledger accounting
• Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
• Experience working in a fast-paced, team environment
• Strong executive presence and demonstrated effective verbal and written communication skills
• 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 $141,150 to $288,375.

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

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.