Houston Private Client Advisors Tax Manager
Deloitte & Touche USA LLP is the U.S. member firm of Deloitte Touche Tohmatsu and services are provided by its subsidiaries, including Deloitte & Touche LLP, Deloitte Consulting LLP, Deloitte Financial Advisory Services LLP and Deloitte Tax LLP. Deloitte & Touche USA LLP?s subsidiaries are among the nation?s leading professional services firms, providing audit, tax, consulting, and financial advisory services through nearly 30,000 people in more than 80 cities. Known as employers of choice for innovative human resources programs, they are dedicated to helping their clients and people excel.
With global revenues of $3.5 Billion, and more than 20,000 professionals in every major trading nation, Deloitte's tax practice serves companies in every business sector and industry.? This global network of specialists in international tax and transfer pricing, indirect tax, international assignment and personal tax services, mergers and acquisitions, multistate, employee benefits, tax controversy, cosourcing
and corporate tax is orchestrated by lead tax partners, whose role is to align Deloitte's tax services with clients' business needs. Tax affects every transaction a business undertakes and the laws governing taxes change frequently. Our tax specialists keep our clients updated on developments that affect their business, help them interpret their significance and integrate tax considerations into their global strategy. At Deloitte & Touche, you'll have the opportunity to develop and pursue comprehensive strategies while using the latest technologies. Your tax knowledge, industry experience, and commitment to client service will propel your career with us. Our Tax group offers day-to-day management of accounts through delivering all tax consulting services to the client and bringing in firm specialists when necessary.
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Deloitte's Private Client Advisors (PCA) group provides comprehensive, independent and objective wealth planning advice and services to affluent individuals and families, executives
and owners of closely held businesses. The service mission of PCA is to earn regard as our clients' trusted advisors, helping them to make informed and strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving-during their lifetime and at their death. In these areas our clients find that a full range of high quality personal tax and financial planning services are more important today than ever before. Whether our clients' areas of interest originate from personal or family business needs, or through corporate employer options, we offer services that will meet their requirements.
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Major Responsibilities & Duties:??
We are currently looking for a Tax Manager to join our Private Client Advisors Tax Group. The incumbent will possess the professionalism necessary for the effective diagnosis, solution, and implementation of client issues. They will also be responsible for supervising assignments by Tax Consultants and Seniors
and will provide them with leadership, counseling and career guidance.? They must have proven, extensive technical expertise and have developed their reputation within this tax profession.
Required/Preferred Experience:
??Five or more years of general tax experience, preferably with at least 3 years experience in personal taxes, estates, trusts and/or financial planning, working with high-net worth individuals and families, corporate executives, and/or owners of closely held businesses.
??Experience with a Big 4 firm or law firm is preferred.
??Experience in income tax planning and compliance.
??Strong written and verbal communications skills.
??Excellent project management and presentation skills required
??Prior supervisory experience required
??CPA required unless have CFP and PFS certification.
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??????????????? Core Competencies:
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??????????????????????????????? Substantive Areas of Knowledge:?
Compliance and reviews of high-net worth individuals and
families, corporate executives, and/or owners of closely held businesses
??????????????????????????????? Personal Attributes:
????????? Strong ethics.
????????? Strong management skills and mentoring skills
????????? Strong understanding of Big 4 culture
????????? Strong ethics.
????????? Strong management skills and mentoring skills
????????? Strong understanding of Big 4 culture????
????????? High degree of loyalty to employer - not a "job hopper or jumper"
????????? Committed to this career path - not searching for what they want to do in life.
????????? Team player - works well with others, enjoys working with the team.
Deloitte & Touche USA LLP and its subsidiaries ("the Deloitte US Firms") are equal opportunity employers.
About Deloitte
Deloitte refers to one or more of Deloitte Touche Tohmatsu, a Swiss Verein, its member firms and their respective subsidiaries and affiliates. As a Swiss Verein (association), neither Deloitte Touche Tohmatsu nor any
of its member firms has any liability for each other?s acts or omissions. Each of the member firms is a separate and independent legal entity operating under the names ?Deloitte,? ?Deloitte & Touche,? ?Deloitte Touche Tohmatsu,? or other related names. Services are provided by the member firms or their subsidiaries or affiliates and not by the Deloitte Touche Tohmatsu Verein.
Deloitte & Touche USA LLP is the U.S. member firm of Deloitte Touche Tohmatsu. In the U.S., services are provided by the subsidiaries of Deloitte & Touche USA LLP (Deloitte & Touche LLP, Deloitte Consulting LLP, Deloitte Financial Advisory Services LLP, Deloitte Tax LLP and their subsidiaries), and not by Deloitte & Touche USA LLP.
Contact?Information
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