Private Wealth Manager Tax Strategy

Deloitte Tax LLP is seeking a Tax Senior Manager for its Private Wealth team in Boise, ID. The role involves high-level tax research reviews, client meetings on tax planning, and mentoring junior staff. Candidates should have over 8 years of public accounting experience, particularly in investment management, and possess relevant accreditations. This position offers the chance to contribute to a dynamic team focused on serving ultra-affluent clients.
Our Team
The Private Wealth team at Deloitte Tax LLP is dedicated to providing exceptional service to our clients and communities. Our team members are passionate about helping ultra-affluent individuals achieve their financial goals through comprehensive wealth transfer planning advice. We are committed to fostering a culture of innovation, collaboration, and excellence within our organization.

Job Description
We are seeking a highly skilled Tax Senior Manager to join our Private Wealth Tax team in Boise, Idaho. The successful candidate will have extensive experience in investment management and a proven track record of providing exceptional service to clients. This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our organization.

Key Responsibilities
• Perform high-level reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns
• Prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions
• Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
• Take on lead client-contact roles, billing, and profitability analysis on engagements
• Participate in marketplace eminence building and pursuits

Requirements
• 8+ years of public accounting experience (at least 3 years in investment management) or equivalent in law firms or industry
• Bachelor's degree in accounting, finance, or other business-related field
• One of the following active accreditations: CPA, attorney, Enrolled Agent, CFA, or C
• Strong analytical and problem-solving skills
• Excellent communication and leadership abilities