Overview In this Tax Manager role within Deloitte Tax, you will lead high-net-worth individual tax compliance and planning, serving as the primary point of contact for clients and their advisors. You'll guide complex engagements, review deliverables, and coach a team to ensure high-quality outcomes. You'll translate intricate tax issues into practical recommendations and help shape client strategy. This is an opportunity to impact affluent clients and drive a collaborative, growth-focused team culture.
Responsibilities- Serve as trusted advisor and primary contact for high-net-worth clients and their advisors
- Lead tax compliance and advisory engagements involving complex individual income tax matters
- Review returns and deliverables, identify issues, coordinate with specialists
- Build strong client relationships through clear, proactive communication
- Translate complex tax matters into practical client recommendations
- Lead and develop tax professionals via coaching and coordinating assignments
- Manage engagement timelines, priorities, resources, and budgets to ensure quality outcomes
- Collaborate with engagement leaders and tax professionals to resolve issues and manage risks
Key requirements- Bachelor's Degree in Accounting, Finance, Business Administration or similar
- 5+ years of experience in individual tax compliance and planning with high-net-worth exposure
- Strong technical knowledge of high-net-worth taxation and gift tax returns
- Proven ability to act as trusted client advisor and communicate complex matters clearly
- Experience leading delivery of complex tax engagements, coordinating teams and deadlines
- Ability to travel up to 5%
- Limited immigration sponsorship may be available
- Active CPA, Attorney, or Enrolled Agent accreditation required or eligible
- Preferred: Master's degree in related field
- Preferred: experience serving high-net-worth individuals or private clients
- Preferred: proficiency with Excel and PowerPoint; CCH tax tools is a plus
- Client service orientation
- Clear and professional communication
- Team leadership and coaching
- Strong technical knowledge of high-net-worth taxation
- Experience reviewing complex individual and gift tax returns
- Proficiency with Excel and PowerPoint
