Job Description:
Job Title Wealth Management Tax Advisory Manager
Corporate Title Vice President
Location New York, NY
Overview
The Wealth Management (WM) Tax Advisory Manager is responsible for the management and oversight of Deutsche Bank WM's fiduciary, custody, and investment advisory tax processing and ensuring compliance with all applicable local, state, and federal tax obligations. You will have strong tax skills with proficiency in tax compliance related to non-grantor trusts, grantor trusts, charitable remainder trusts, private foundations, and non-resident aliens. You will be responsible for the overseeing and reviewing of all tax filings.
What We Offer You
• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift, and volunteer programs What You'll Do
• Responsible for delivering efficient, accurate, and timely oversight and review of all tax filings, research, and consulting projects
• Manage all aspects of the relationship with an external tax preparation accounting firm
• Review, analyze, and interpret trust documents and wills and be knowledgeable about tax implications of language in documents
• Represent WM tax services to Deutsche Bank corporate group tax for tax initiatives, projects, or other matters
• Research, compliance, and planning in connection with fiduciary income taxes, private foundations, estate tax returns, and gift tax returns Skills You'll Need
• Bachelor's Degree in accounting is required and an advanced degree (Certified Public Accountant, Master's degree in taxation, or equivalent) is preferred
• Extensive experience in tax preparation, review, and supervisory experience - previous experience in fiduciary tax department is required
• Proficient with computer software packages and platforms including Microsoft Office Suite and CCH Capital Change Reporter; knowledge of Thomson Reuters OneSource software is a plus Skills That Will Help You Excel
• Capability to multi-task and work under pressure, while adhering to internal policies and procedures
• Strong organizational skills and ability to effectively prioritize work, demonstrating flexibility when handling multiple tasks and timely decision making Expectations
It is the Bank's expectation that employees hired into this role will work in the New York City office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $110,000 to $185,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.
Deutsche Bank Values & Diversity
We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.
Learn more about your life at DB through the eyes of our current employees: https://careers.db.com/life
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email HR.Direct@DB.com .
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti-cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Click these links to view the following notices: EEO is the Law poster and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision
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Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEO is the Law poster and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision .
