Deloitte Tax – Investment Management – Private Wealth – Manager in San Francisco, California

Deloitte is one of the leading professional services organizations in the United States, specializing in audit, tax, consulting and financial advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world s most well-known and respected companies, including more than 75 percent of the Fortune 100.At Deloitte, you can have a rewarding career on every level. In addition to challenging and meaningful work, you ll have the chance to give back to your community, make a positive impact on the environment, participate in a range of diversity and inclusion initiatives, and find the support, coaching, and training it takes to advance your career. Our commitment to individual choice lets you customize aspects of your career path, your educational opportunities and your benefits. And our culture of innovation means your ideas on how to improve our business and your clients will be heard.

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, 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!

Tax-Exempt Manager

Areyou a leader and strategic thinker with extensive first-hand knowledge acrossthe tax-exempt industry? Do you excel at delivering compliance and consultingservices to non-profits and related 501(c) entities, while providing solutionsto complex tax issues? Do you not only know what minimum investment return andundistributed income are but actually get excited about them? Do you enjoy workingwith organizations at the front of the tax-exempt industry? If you answeredYes! to these questions, we need to talk about a career with Deloitte sgrowing Tax-Exempt practice!

What you ll do

As a Tax Manager in our Tax-Exempt Tax practice, you will performhigh-level reviews of work papers and tax returns, as well prepare and leadclient meetings on compliance and consulting projects related to tax planningopportunities and the tax implications of transactions to the client.Additionally, you will train, mentor, and supervise new and experienced TaxConsultants and Tax Seniors; you will begin taking on lead client-contactroles, and billing and profitability analysis, on engagements; and you willbegin to be involved in marketplaceeminence building and pursuits.


At Deloitte Tax LLP, our Tax-Exempt practice sits within our largePrivate Wealth team. Our overall teamfocuses on the specialized needs of the owners of capital, including familieswith multigenerational wealth, entrepreneurs, closely-held business owners, and,of course, tax-exempt organizations. [MR1] Learn more about Deloitte Private Wealth Tax Services.



  • 4 years of public accounting experience (at least 3 years working with non-profit/tax-exempt clients) or equivalent in law firms or industry

  • CPA or member of the bar

  • Bachelor's degree in accounting, finance, or other business-related field

  • Experience reviewing tax-exempt documents

  • Experience managing projects including scheduling, budgeting, client correspondence, and billing

  • Strong communication, interpersonal, and organizational skills

  • Excellent research and writing skills


  • Advanced degree such as MST or LLM

  • Prior Big 4 experience helpful but not required

  • Knowledge of tax-exempt accounting

Howyou ll grow

AtDeloitte, our professional development plan focuses on helping people at everylevel of their career to identify and use their strengths to do their best workevery day. From entry-level employees to senior leaders, we believe there salways room to learn. We offer opportunities to help sharpen skills in additionto hands-on experience in the global, fast-changing business world. From on-the-joblearning experiences to formal development programs at Deloitte University, ourprofessionals have a variety of opportunities to continue to grow throughouttheir career. Explore Deloitte University, The Leadership Center.


AtDeloitte, we know that great people make a great organization. We value ourpeople and offer employees a broad range of benefits.Learn more about what working at Deloitte can mean for you.

Deloitte s culture

Wetake pride in our culture and celebrate individuals by recognizing theiruniqueness. As a commitment to our people,we offer well-beingprograms and provide our professional s opportunities for support andflexibility to make daily choices that can help them to be healthy,centered, confident, and aware. This supportive culture helps enable ourpeople to do their best work every day.Learn more about Life at Deloitte.

Corporate citizenship

Deloitteis led by a purpose: to make an impact that matters. This purpose defines whowe are and extends to relationships with our clients, our people and ourcommunities. We believe that business has the power to inspire and transform.We focus on education, giving, skill-based volunteerism, and leadership to helpdrive positive social impact in our communities.Learn more about Deloitte s impact on the world.

Recruiter tips

We want job seekers exploring opportunities at Deloitte to feelprepared and confident. To help you with your interview, we suggest that you doyour research: know some background about the organization and the businessarea you re applying to.Check out recruiting tips from Deloitte professionals.

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About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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Category: Tax