Deloitte · 1 week ago
Tax Manager - Private Wealth
San Jose, CA
Full-time
Hybrid
Mid, Senior Level
$94K/yr - $213K/yr
5+ years expDeloitte is seeking a Tax Manager for their Private Wealth practice, focusing on the specialized needs of ultra-affluent clients. The role involves performing high-level reviews of tax research, leading client meetings, and mentoring junior staff while providing comprehensive tax planning and consulting services.
AccountingConsultingFinancial ServicesLegalProfessional ServicesRisk Management
Responsibilities
Perform high-level reviews of tax research of 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 to the client
Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
Take on lead client-contact roles, and billing and profitability analysis, on engagements
Be involved in marketplace eminence building and pursuits
Qualification
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
Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Limited immigration sponsorship may be available
5+ years of public accounting experience (at least 3 years in investment management)
One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, If not CPA eligible: Licensed attorney, Enrolled Agent, Certifications: Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
Bachelor's degree in accounting, finance, or other business-related field
Experience reviewing partnership and/or trust documents
Experience managing projects including scheduling, budgeting, client correspondence, and billing
Strong communication, interpersonal, and organizational skills
Excellent research and writing skills
Preferred
Advanced degree such as MST, MAcc, JD, or LLM
Prior Big 4 or large CPA firm experience
Knowledge of fund accounting and general ledger accounting
Benefits
Discretionary annual incentive program
Company
Deloitte
Deloitte is a business consulting company that offers audit, consulting, financial advisory, and tax services.
10001+ employees
H1B Sponsorship
Deloitte has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6871)
2024 (4911)
2023 (5604)
2022 (8090)
2021 (5993)
2020 (10388)
Funding
Current Stage
Late StageLeadership Team
Anne Muraya
Chief Executive Officer - East Africa
Joe Ucuzoglu
Global Chief Executive Officer
Recent News
2026-01-24
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-23
2026-01-22
Company data provided by crunchbase