Tax Senior - Investment Management - Private Equity Tax

3-3 yrs required

Full-time

No

Tax Senior - Investment Management - Private Equity Tax (Central Region Office Locations)

Experience: 3+ years in tax planning or preparing/reviewing tax work papers and returns
Salary Range: $63,420 to $126,620
Location: Central Region Office Locations (29 locations available)
Department: Tax Business Tax Services
Job Type: Full-time
H1: Join Our Growing Team as a Tax Senior in Investment Management!
H2: Exciting Opportunity to Utilize Your Experience and Skills in Partnership Taxation and Client Advisory Services!

Position Summary:

- Seeking a Tax Senior with experience in partnership taxation, team leadership, and client advisory services to join our growing team in the largest growth area of the tax industry.
- This role offers the opportunity to work with our largest clients and develop and thrive in the most strategic part of our tax practice.

What You'll Do:

- Utilize your prior experience to provide tax compliance and advisory services to investment management clients.
- Assist clients with effective analysis, solution development, and implementation of tax objectives.
- Manage client relationships by delivering tax advisory services.
- Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings.
- Coordinate and communicate with client contacts to gather information for tax returns.
- Train, mentor, and supervise new and experienced-level tax staff.
- Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities and tax implications of transactions.

The Team:

- Deloitte Tax LLP is the global leader in professional services for the Investment Management industry.
- Our US tax industry group includes over 1,400 partners, principals, and employees providing tax services to a broad range of Investment Management companies.
- Our clients include investment advisers and administrators from all sectors of the industry, such as hedge funds, private equity, family offices, and more.

Qualifications:

Required:

- 3+ years' experience in tax planning or preparing/reviewing tax work papers and returns.
- Bachelor's degree in Accounting, Finance, or other business-related field.
- One of the following accreditations: CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP.
- Ability to work in a hybrid model, co-locating in person 2-3 days per week.
- Ability to travel up to 25% based on work and client needs.

Preferred:

- Previous Big 4 or large CPA firm experience.
- 2+ years' experience in investment management or partnership taxation.
- Knowledge of Subchapter K, partnership allocation methodologies, and tax compliance for investment partnerships.
- Experience with fund accounting and general ledger accounting.
- Strong verbal and written communication skills.

Benefits:

- At Deloitte, we value our people and offer a broad range of benefits.
- Our diverse, equitable, and inclusive culture empowers our people to be who they are and contribute their unique perspectives.
- We are committed to advancing sustainability, equity, and trust in our communities.

Professional Development:

- From entry-level employees to senior leaders, we believe there's always room to learn.
- We offer opportunities for skill-building, leadership, mentorship, and formal development programs.

Deloitte is an equal opportunity employer and values diversity in all forms. We are committed to creating a more equitable society and making a positive impact in our communities.

Join our team and be a part of our purpose to make an impact that matters for our clients, people, and communities. Apply now!

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Tax Compliance, Tax Advisory, Partnership Taxation, Leadership, Mentoring, Client Relationship Management, Tax Research, Solution Development, Implementation, Tax Planning, Financial Services, Fund Accounting, General Ledger Accounting, Verbal and Written Communication

Bachelor's degree in Accounting, Finance, or other business-related field

Online through Deloitte's website

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field, Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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