Tax Senior - Investment Mgmt - Private Equity (East Coast city locations)

Min 3 yrs required

Full-time

No

#Tax Senior - Investment Mgmt - Private Equity

##Position Summary
Deloitte Tax LLP is looking for a Tax Senior to join their growing team. The Tax Senior will provide tax compliance and advisory services to investment management clients, managing the client relationship by delivering tax advisory services to the client.

##Responsibilities
* Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings
* Coordinating and communicating with client contacts as required to gather information to complete their tax returns
* Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings
* Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization

##The Team
Deloitte Tax LLP is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.

##Qualifications
**Required**
* 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
* Experience with investment management or partnership taxation
* Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
* Bachelor’s degree in Accounting, Finance, or other business-related field
* One of the following accreditations obtained, in process, or must be 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)
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

**Preferred**
* Advanced degree such as Masters of Tax, JD, and/or LLM
* Previous Big 4 experience or large CPA firm experience
* Knowledge of fund accounting and general ledger accounting
* Experience working in a fast-paced, team environment
* Strong verbal and written communication skills

##Compensation
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.

The same job is available in 31 locations across the US.

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits, including:
* A diverse, equitable, and inclusive culture
* Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
* On-the-job learning experiences and formal development programs
* A purpose-driven focus to advance sustainability, equity, and trust

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.

Reasonable estimate of the current range is $63,420 to $144,300, eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, diverse, equitable, and inclusive culture, opportunity to build new skills, take on leadership opportunities and connect and grow through mentorship, on-the-job learning experiences to formal development programs

Ability to perform job responsibilities within a hybrid work model, 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns, Experience with investment management or partnership taxation, Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, Bachelor’s degree in Accounting, Finance, or other business-related field, 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), Advanced degree such as Masters of Tax, JD, and/or LLM, Previous Big 4 experience or large CPA firm experience, Knowledge of fund accounting and general ledger accounting, Experience working in a fast-paced, team environment, Strong verbal and written communication skills

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

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Qualification and Experience Bachelor’s degree in Accounting, Finance, or other business-related field, 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), Advanced degree such as Masters of Tax, JD, and/or LLM

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