Tax Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

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

Position Summary:

- Seeking experienced Tax Manager to join growing team in the largest growth area of the tax industry
- Opportunity to serve clients in partnership taxation, lead and mentor teams, and advise on important tax and business issues
- Recruiting for this role ends on June 1, 2024

What You'll Do:

- Utilize 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 relationship by delivering tax advisory services
- Perform high-level reviews of tax research, partnership work papers, allocations, and tax filings
- Prepare and lead client meetings on compliance and advisory projects
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles
- Conduct billing and profitability analysis on engagements
- Participate in marketplace eminence building and pursuits

The Team:

- Global leader in providing professional services to the Investment Management industry
- Works with clients to address critical issues brought on by regulatory changes, competition, globalization, advances in technology, and changing demands of investors/customers
- US tax industry group comprised of over 1,400 partners, principals, and employees providing tax services to a broad range of Investment Management companies
- Clients include 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, requiring in-person co-location for 2-3 days per week
- 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- 3+ years' experience with investment management or partnership taxation
- Bachelor's degree in Accounting, Finance, or other business-related field
- One of the following accreditations: CPA, licensed attorney, enrolled agent, CFA, CFP
- Ability to travel up to 25%, on average, based on work and clients served

Preferred:

- Previous Big 4 experience or large CPA firm equivalent
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Knowledge of fund accounting and general ledger accounting
- Experience working in a fast-paced, team environment
- Strong verbal and written communication skills

Salary Information:

- Wage range: $84,980 to $169,650, taking into account factors such as skill sets, experience, training, licensure and certifications, and other business and organizational needs
- Eligible for discretionary annual incentive program based on individual and organizational performance

Recruiting Tips:

- Develop a stand-out resume and put your best foot forward in the interview
- Check out recruiting tips from Deloitte recruiters

Benefits:

- Deloitte offers employees a broad range of benefits
- Learn more about what working at Deloitte can mean for you

Our People and Culture:

- Diverse, equitable, and inclusive culture empowers individuals to be themselves and contribute unique perspectives
- Enables leveraging of different ideas and perspectives to bring more creativity and innovation to solve complex challenges
- Deloitte is one of the most rewarding places to work
- Learn more about our inclusive culture

Our Purpose:

- Deloitte's purpose is to make an impact that matters for clients, people, and communities
- Focused on advancing sustainability, equity, and trust through core commitments
- Learn more about Deloitte's purpose, commitments, and impact

Professional Development:

- Opportunities to build new skills, take on leadership roles, and grow through mentorship
- Variety of on-the-job learning experiences and formal development programs

Deloitte Tax LLP:

- Subsidiary of Deloitte LLP
- Please see for detailed legal structure information
- Certain services may not be available to attest clients under rules and regulations of public accounting

Equal Opportunity Employer:

- 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, in accordance with applicable law
- Requisition code: 164906

Not specified

Not specified

Not specified

Tax compliance, partnership taxation, client relationship management, tax advisory, tax planning, project management, fund accounting, general ledger accounting, team management, communication

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

responsibilities will include:

performing high-level reviews of tax research, partnership work papers, allocations, and tax filings
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
training, mentoring, and supervising new and experienced tax consultants and tax seniors
taking on lead client-contact roles
billing and profitability analysis on engagements
involvement in marketplace eminence building and pursuits

the team

as the global leader in providing professional services to the investment management industry, deloitte tax llp works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. btstax

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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

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

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