Top 3 Tax manager private wealth Jobs in San Juan, Pr

Tax Manager - Private Wealth
Deloitte —San Juan, PR
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
Tax Manager or Senior Manager - Ultra-High Net Worth Practice
Frank Rimerman and Co LLP —United States
- $120,000 - $230,000 a year
- Full-time
- 6 years
- Management
- CPA
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
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Tax Manager or Senior Manager - Ultra-High Net Worth Practice
Frank Rimerman and Co LLP —United States
Strong knowledge of technical tax platforms, research tools and MS Office tools; Current and active CPA license;
$120,000 - $230,000 a year

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Tax Manager - Private Wealth
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Bachelor's degree in accounting, finance, or other business-related field. Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
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Trust & Estates, Closely Held Asset Management - VP
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Asset Managers participate in conference calls with executive management and advisors of the closely held companies in the Asset Manager's portfolio, and…

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Tax Manager - Private Wealth

Deloitte -
San Juan, PR

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Job Details

Full-time
$100,350 - $205,000 a year

Qualifications

Managing investments
Research
Schedule management
Bachelor's degree
Budget planning
Accounting firm experience
Document review
Managing projects

Full Job Description

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!

Recruiting for this role ends on May 31, 2027

What You'll Do

As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-contact roles, and billing and profitability analysis, on engagements; and you will begin to be involved in marketplace eminence building and pursuits.

The Team

At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax Services.

Qualifications

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
Bachelor's degree in accounting, finance, or other business-related field
5+ years of public accounting experience (at least 3 years in investment management)
Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Experience reviewing partnership and/or trust documents
Experience managing projects including scheduling, budgeting, client correspondence, and billing
Limited immigration sponsorship may be available
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)

Preferred

Advanced degree such as MST, MAcc, JD, or LLM
Prior Big 4 or large CPA firm experience
Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills.
Knowledge of fund accounting and general ledger accounting

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $100,350 to $205,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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tax manager private wealth jobs in san juan, pr

Tax Manager - Private Wealth

Tax Manager or Senior Manager - Ultra-High Net Worth Practice

Relationship Manager – Private Wealth & Tax Solutions

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