Tax Senior – Financial Services Industries – Mutual Fund Tax

Min 3 yrs required

Full-time

No

# Tax Senior – Financial Services Industries – Mutual Fund Tax

Are you looking for a challenging and rewarding role in the Tax Services industry? Deloitte is seeking a Tax Senior to join its US tax industry group and provide tax compliance and consulting services to Investment Management clients.

## Job Summary

As a Tax Senior, you will be drawing on your experience in accounting and taxation to identify complex tax issues, provide tax analyses, and perform detail-level reviews of tax research, financial statement provisions, and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests. Additionally, you will perform tax planning, supervise tax consultants, and attend required Deloitte Tax LLP and sector-specific training.

## Qualifications

To qualify for this role, you must have:

* 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
* 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
* Bachelor’s degree in accounting, finance, or other business-related field
* Experience working in a fast-paced, team environment
* Strong verbal and written communication skills
* One of the following accreditations obtained, in process, or willing and able to obtain:
* 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)
* Demonstrated basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred qualifications include:

* Advanced degree such as Masters of Tax, JD, and/or LLM
* Previous Big 4 or large CPA firm experience

## Salary Range

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 $63,420 to $144,300.

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.

## Additional Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. These include:

* A diverse, equitable, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively
* The ability to leverage different ideas and perspectives to help solve our client's most complex challenges
* Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
* On-the-job learning experiences and formal development programs to help professionals continue to grow throughout their careers
* Our purpose, commitments, and impact that come to life through our core commitments

## 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.

If you are interested in this Tax Senior – Financial Services Industries – Mutual Fund Tax position, please apply today.

Developing a stand out resume, putting your best foot forward in the interview, broad range of benefits, diverse, equitable, and inclusive culture, creating trust and confidence in a more equitable society, opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship

Ability to perform job responsibilities within a hybrid work model, 3+ years’ experience providing tax planning services, Bachelor’s degree in accounting, finance, or other business-related field, experience working in a fast-paced, team environment, strong verbal and written communication skills, Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Demonstrated basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies, Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve, Advanced degree such as Masters of Tax, JD, and/or LLM, Previous Big 4 or large CPA firm experience

Visit to apply

Qualification and Experience Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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