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Job Details

Manager Investment Management Private Wealth

Company name
Deloitte LLP

Experience
4 yrs required

Location
Fresno, CA, United States

Employment Type
Full-Time

Industry
Legal

Posted on
Nov 17, 2022

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Profile

Manager, Investment Management, Private Wealth

Duties: The candidate 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 as 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, 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 will begin to be involved in marketplace eminence building and pursuits.

Additional Information

Requisition code: 56429

Company info

Deloitte LLP
5250 N. Palm Ave. Suite 300
Fresno
California
United States 93704
Website : http://www.deloitte.com

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