Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth

$105.38k - $215.38k

Deloitte

Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors? Do you bring strong experience in individual tax compliance and planning, including complex matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong fit. Recruiting for this role will end on May 31, 2027. Work you’ll do As a Deloitte Tax Manager supporting our Individual Tax Services - High Net Worth group, you will: Serve as a trusted advisor and primary point of contact for high-net-worth individuals and their advisors.Lead tax compliance and advisory engagements involving complex individual income tax matters.Review individual tax returns and related deliverables, identify issues, and coordinate with specialists when needed.Build strong client relationships through clear, thoughtful communication and responsive service.Translate complex tax matters into practical recommendations for clients and their advisors.Lead and develop tax professionals by providing coaching, reviewing work, and coordinating assignments across multiple deadlines.Manage engagement timelines, priorities, resources, and budgets to support high-quality client outcomes.Collaborate with engagement leaders and other tax professionals to resolve issues, manage risks, and deliver a consistent client experience. A successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs.Communication: Explains complex tax matters in a clear, practical, and professional manner to clients, leadership, and team members.Team management: Leads, coaches, and develops team members while creating a collaborative environment focused on accountability, quality, and growth.Delivery leadership: Organizes priorities, manages competing deadlines, anticipates risks, and coordinates resources to deliver consistent, high-quality client outcomes. The Team At Deloitte Tax LLP, our Individual Tax Services professionals advise high-net-worth individuals and families on complex tax compliance and planning matters. The practice supports clients with individual income tax considerations while building long-term relationships with clients and their trusted advisors. Learn more about Deloitte Tax Global Employer Services. Qualifications Required Bachelor’s Degree in Accounting, Finance, Business Administration or other relevant degree5+ years of experience in individual tax compliance and planning, with exposure to high-net-worth individuals and giftsStrong technical knowledge of high-net-worth taxation, including experience reviewing complex individual and gift tax returnsDemonstrated ability to serve as a trusted client advisor, communicate complex tax matters clearly, and build relationships with high-net-worth clients and their advisorsExperience leading the delivery of complex tax engagements, including coordinating teams, managing competing deadlines, reviewing work, and maintaining high-quality client outcomesAbility to travel up to 5%, on average, based on the work you do and the clients and industries/sectors you serveLimited immigration sponsorship may be availableOne of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed AttorneyEnrolled Agent Preferred Master’s degree or equivalent in a related field.Experience serving high-net-worth individuals or private clients.Strong client communication and relationship-management skills.Experience leading, coaching, and developing tax professionals.Ability to manage multiple deadlines while maintaining quality and attention to detail.Proficiency with Excel and PowerPoint; experience with CCH tax technology or workflow tools is a plus. 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 $105,375 to $215,375. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at View email address on click.appcast.io. Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte’s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. 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. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles’s Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 366995 Job ID 366995 Tax Services | GES ServicesSame job available in 46 locations

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth in Costa Mesa, CA vacancy
  • $110.7k - $226.13k

     ...and benefits can influence high-stakes business decisions? Join Deloitte Tax LLP’s Global Employer Services (GES) Rewards - M&A team, advising...  ...you'll do As a Deloitte Tax Manager on the Global Employer...  ...Deloitte, it is not typical for an individual to be hired at or near the... 
    Suggested
    Local area
    Visa sponsorship

    Deloitte

    Costa Mesa, CA
    1 day ago
  • $110.7k - $226.13k

    Position Summary Join Deloitte Tax LLP’s Global Employer Services practice as a Tax Manager, Equity Operations, where you will advise clients on how to...  ...be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their... 
    Suggested
    Local area
    Visa sponsorship

    Deloitte

    Costa Mesa, CA
    2 days ago
  • $136k - $165k

     ...DESCRIPTION Private Client Services at BDO is a boutique...  ...our firm. We serve high net‑worth individuals, families, family...  ...others with complex tax and financial structures...  ...A Tax‑Experienced Manager, Private Client Services...  ...0 Equal Opportunity Employer All qualified... 
    High net worth
    Work at office

    BDO USA

    Costa Mesa, CA
    1 day ago
  • $74.8k - $89.25k

     ...provider of professional services to the middle market globally, our purpose is to...  ...like RSM. As a Global Employer Services Tax Associate you will be responsible...  ...Effective project management skills, including the...  ...future. This includes individuals who will one day request... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area

    RSM

    Irvine, CA
    15 hours ago
  • $136k - $165k

    BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements... 
    High net worth

    BDO USA

    Costa Mesa, CA
    1 day ago
  • $181.17k - $321.18k

     ...leading advisory, tax and assurance...  ...-to-coast and global advantage in...  ...professional services through an alternative...  ...action employer. All qualified...  ...Tax Senior Manager- HNW focused to...  ...international high net worth and global mobility...  ...development individually and through... 
    High net worth
    Work at office
    Local area
    Worldwide

    Baker Tilly Advisory Group, LP

    Irvine, CA
    1 day ago
  • $172k - $227k

     ...NVTax - Private Client Services (PCS) /Full-time /...  ...to innovation. As a Tax Director within BPM's...  ...strategic advisor to high-net-worth individuals, multi-generational families...  ...industries.Able to manage multiple complex...  ...* BPM provides equal employment opportunities to all... 
    High net worth
    Full time
    Summer work
    Private practice
    Work at office
    Local area
    Remote work
    Flexible hours

    BPM

    Irvine, CA
    4 days ago
  • $175k - $210k

     ...Boundless Horizons of Tax, Valuation, and...  ...most extensive global presence among professional services organizations....  ...The RoleSenior Managers in our Private...  ...a fast-paced, high-pressure...  ...to recognizing individual contributions and...  ...sponsorship for employment visa status now... 
    Full time
    Work experience placement
    Internship
    Private practice
    H1b
    Local area
    Work visa

    Andersen Tax

    Costa Mesa, CA
    5 days ago
  • $103.6k - $189.9k

     ...you succeed in a globally connected powerhouse...  ...working world. Tax – Compliance and...  ...Japanese Business Services (JBS) – Manager Will you shape...  ...committed to delivering high-quality results. Individuals who thrive in...  ...EY provides equal employment opportunities to... 
    Summer holiday
    Flexible hours

    Ernst & Young

    Irvine, CA
    14 days ago
  • $99k - $266k

     ...ApplicableSpecialismInternational Tax ServicesManagement...  ...an International Tax Services Manager, you will play a...  ...on structuring their global tax positions, analyzing...  ...be dependent upon the individual's skills, experience,...  ..., and applicable employment laws. All hired individuals... 
    Full time
    H1b
    Shift work

    PwC

    Irvine, CA
    1 day ago
  • $124k - $335k

     ...ApplicableSpecialismInternational Tax...  ...International Tax Services - Senior Manager, you will provide...  ...structuring their global tax positions....  ...conversations to develop high-performing,...  ...dependent upon the individual's skills,...  ..., and applicable employment laws. All hired individuals... 
    Full time
    H1b
    Shift work

    PwC

    Irvine, CA
    2 days ago
  • $99k - $266k

     ...ManagementSpecialismIndustry Tax...  ...OpportunityAs a Financial Services Tax - Real Estate Manager, you will play a...  ...of the global tax environment....  ...dependent upon the individual's skills, experience...  ...and applicable employment laws. All hired...  ...Park; TX-Fort Worth; NC-Greensboro;... 
    Full time
    H1b
    Local area

    PwC

    Irvine, CA
    4 days ago
  • $124k - $335k

     ...ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior...  ...Tax Financial Services Senior Manager,...  ...tax, and employment tax.As a Senior Manager...  ...and sustain high-performing, diverse...  ...upon the individual's skills, experience...  ...Lake City; TX-Fort Worth; CA-San Francisco... 
    Full time
    H1b
    Local area

    PwC

    Irvine, CA
    5 days ago
  • $220k - $300k

     ...Boundless Horizons of Tax, Valuation, and...  ...most extensive global presence among professional services organizations....  ...can include:Individual & Trust...  ...with clients to manage expectations, ensure...  ...verbal;Proven high integrity and care...  ...for employment visa status now... 
    Full time
    Work experience placement
    Private practice
    H1b
    Work at office
    Local area
    Work visa

    Andersen Tax

    Costa Mesa, CA
    4 days ago
  • $36 - $43 per hour

     ...provider of professional services to the middle market globally, our purpose is to instill...  .... RSM’s International Tax Business practice is a national...  ...consideration for employment as RSM does not tolerate...  ...the future. This includes individuals who will one day request... 
    Hourly pay
    Work experience placement
    Internship
    Local area
    Worldwide

    RSM

    Irvine, CA
    1 day ago
  • $124k - $335k

     ...ManagementSpecialismIndustry Tax...  ...OpportunityAs a Financial Services Tax - Real Estate Senior Manager, you will play...  ...and developing high-performing,...  ...upon the individual's skills, experience...  ...and applicable employment laws. All hired...  ...Park; TX-Fort Worth; NC-Greensboro;... 
    Full time
    H1b
    Local area

    PwC

    Irvine, CA
    2 days ago
  • $99k - $266k

     ...ApplicableSpecialismGeneral Tax ConsultingManagement...  ...OpportunityAs a Specialized Tax Services - Research & Development Tax - Manager, you will provide tax...  ...be dependent upon the individual's skills, experience,...  ...location, and applicable employment laws. All hired... 
    Full time
    H1b

    PwC

    Irvine, CA
    3 days ago
  • $126.1k - $253k

     ...provider of professional services to the middle market globally, our purpose is to...  ...for a dynamic Tax Senior Manager to join our expanding...  ...may also support ultra-high net worth individuals and small family offices...  ...receive consideration for employment as RSM does not... 
    High net worth
    Full time
    Work experience placement
    Internship
    Private practice
    Local area

    RSM International

    Irvine, CA
    4 days ago
  • $124k - $335k

     ...such as audit, tax compliance, and...  ...and customised service plans that are unique...  ..., and high net worth individuals. You’ll be assisting...  ...issues like wealth management, compliance, cash...  ...today's changing global landscape.To...  ...and applicable employment laws. All hired... 
    High net worth
    Full time
    H1b

    PwC

    Irvine, CA
    3 days ago
  • $95.4k - $180.4k

     ...professional services to the middle market globally, our purpose is...  ...goals of ultra-high net worth families with...  ...education, risk management, privacy/data...  ...to strategic tax planning, business...  ...on entity, individual, fiduciary,...  ...consideration for employment as RSM does... 
    High net worth
    Full time
    Work experience placement
    Internship
    Work at office
    Local area

    RSM International

    Irvine, CA
    2 days ago
  • $99k - $266k

     ...such as audit, tax compliance, and...  ...and customised service plans that are unique...  ..., and high net worth individuals. You’ll be assisting...  ...issues like wealth management, compliance, cash...  ...today's changing global landscape.To...  ...and applicable employment laws. All hired... 
    High net worth
    Full time
    Contract work
    H1b

    PwC

    Irvine, CA
    5 days ago
  • $99.75k - $262.5k

    Job Description As a Tax Senior Manager, Partnerships, you will be responsible...  ...or consulting/professional services experience, required...  ...engagements Salary & Compensation Individual salaries that are offered...  .... Equal Opportunity Employer, including disability/vets... 
    Work at office

    BDO USA

    Costa Mesa, CA
    1 day ago
  • $123.98k - $283.25k

     ...of the worlds top tax firms. Enjoy a collaborative...  ...team helping high-profile clients...  ...currently seeking a Senior Manager to join our Global Mobility Services (GMS) practice....  ..., state, and local employment tax auditsOversee...  ...credential listing; any individual who does not... 
    Work at office
    Local area

    KPMG

    Irvine, CA
    4 days ago
  • $150k - $200k

     ...Plus!Job Description:Withum’s Tax Services Group is made up of a...  ...services include Business, Individual, State & Local tax, R&D Tax...  ...clients and diverse industries Managing multiple engagements concurrently...  ..., we will consider for employment qualified applicants with arrest... 
    High net worth
    Full time
    Work at office
    Local area

    Withum Smith+Brown

    Irvine, CA
    5 days ago
  • $150k

     ...such as audit, tax compliance, and...  ...and customised service plans that are unique...  ..., and high net worth individuals. You’ll be assisting...  ...issues like wealth management, compliance, cash...  ...today's changing global landscape.To...  ...and applicable employment laws. All hired... 
    High net worth
    Full time
    H1b

    PwC

    Irvine, CA
    4 days ago
  • $77k - $214k

     ...ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior...  ...Tax Financial Services practice, within...  ...tax, payroll and employment tax, credits and...  ...; our global leadership development...  ...skills we need as individuals to be successful...  ...Lake City; TX-Fort Worth; CA-San Francisco... 
    Full time
    H1b
    Local area

    PwC

    Irvine, CA
    5 days ago
  • $100k - $130k

     ...Boundless Horizons of Tax, Valuation, and...  ...most extensive global presence among professional services organizations....  ...practice, manage and support...  ...a fast-paced, high-pressure environment...  ...to recognizing individual contributions...  ...sponsorship for employment visa status now... 
    Full time
    Private practice
    H1b
    Local area
    Work visa

    Andersen Tax

    Costa Mesa, CA
    4 days ago
  • $111k - $130k

     ...Companies, a portfolio of highly successful...  ...talented and passionate individual with an...  ...Roark, and Tradewind Services are leaders in their...  ...and Benefits Senior Manager is responsible for...  ...schedules, state tax registrations,...  ...guidelines401k with employer match in accordance... 
    For contractors
    Work at office
    Local area
    Work from home
    1 day per week

    OluKai

    Irvine, CA
    6 days ago
  • $120k - $150k

     ...your ideas. CFO Advisory Services focuses exclusively on...  ...Accounting Lead and manage projects while...  ...subsidiary entities provide tax, advisory, and business...  ...Armanino provides equal employment opportunities (EEO) to...  ...consideration.  For Individuals who would be working within... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    Armanino

    Irvine, CA
    3 days ago
  •  ...looking for an experienced tax leader to guide a...  ...function while delivering high-quality service to high-net-worth clients and related entities...  ...services for high-net-worth individuals, families, trusts,...  ...attorneys, bankers, and wealth management professionals.• Evaluate... 
    High net worth
    Local area

    Robert Half

    Newport Beach, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth. Be the first to apply!