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 Private Client Services Manager

Details
Country: USA
Location: California-San Francisco San Francisco, CA 94105
Total applied: 40
Private Client Services Manager

Private Client Services Manager There is a tax implication for almost every transaction a company undertakes, from trading to acquisition to offshoring. Even the most sophisticated global companies often struggle with balancing compliance details and long-term tax strategy. The tax specialists of Deloitte Tax LLP ("Deloitte Tax") have the perspective to help companies understand national, state and local and international tax structures and align the tax function with business objectives. Affluent individuals and families, owners of closely held businesses and corporate executives all need comprehensive, independent, and objective wealth planning advice. Deloitte Tax Private Client Service professionals work with clients as trusted advisors, helping them to make informed and strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and chartable giving - during their lifetime and through estate planning.We are currently seeking a Manager to join our Private Client Service 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 Private Client Service Tax Managers must have the following qualifications: • 5 or more years of general tax experience, preferably with at least 3 years experience in individual, trust and business flow through entity taxation, as well as experience 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. • Bachelor's degree in Accounting, Finance or other business related field. • Advanced degree such as MST, JD or LLM preferred.  • CPA, CFP or PFS certification preferred. • Minimal travel requiredAbout DeloitteDeloitte refers to one or more of Deloitte Touche Tohmatsu, a Swiss Verein, and its network of member firms, each of which is a legally separate and independent entity. Please see www.deloitte.com/about for a detailed description of the legal structure of Deloitte Touche Tohmatsu and its member firms. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Deloitte LLP and its subsidiaries are equal opportunity employers.

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