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In-House
Pleasanton, CA, United States
Tax Senior - Investment Management - Private Equity Tax
Attorney
Company Review
Min 3 yrs required
Full-time
No
## Tax Senior - Investment Management - Private Equity Tax Are you looking to join the fastest growing area in the tax industry? Deloitte Tax LLP is looking for a Tax Senior to join their team. This position provides tax compliance and advisory services to investment management clients. The ideal candidate will have experience in partnership taxation, leading and mentoring teams, and advising on important tax and business issues. ### Responsibilities The Tax Senior will have the following responsibilities: - Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings - Coordinate and communicate with client contacts to gather information to complete their tax returns - Train, mentor, and supervise new and experienced-level tax staff - Attend required Deloitte Tax LLP and sector-specific trainings - Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities and the tax implications of various transactions ### Qualifications The ideal candidate will have the following qualifications: - 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 - Demonstrated experience with investment management or partnership taxation, 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 qualifications include: - 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 ### Salary The disclosed range estimate for this role is $63,420 to $144,300. In addition, you may 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. ### Recruiting Tips If you are interested in applying for this position, the following tips may help you stand out: - Develop a stand out resume - Put your best foot forward in the interview - Demonstrate your knowledge of the tax industry - Showcase your ability to work in a fast-paced, team environment - Highlight your strong communication skills ### Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits, including: - An inclusive culture - Opportunities to build new skills - Leadership opportunities - Mentorship - On-the-job learning experiences - Formal development programs - Equity, sustainability, and trust initiatives If you are looking to join an organization that values its people and offers a rewarding career, Deloitte Tax LLP may be the perfect fit!
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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, training, mentoring, and supervising new and experienced-level tax staff, 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, ability to travel up to 25%
Tax planning services, preparing and reviewing client work papers and income tax returns, investment management or partnership taxation, Subchapter K, partnership allocation methodologies, tax compliance process for investment partnerships
Bachelor’s degree in Accounting, Finance, or other business-related field
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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)
Legal
USD 63420 to 144300 Annually
Apr 23, 2024
Aug 06, 2024
Qualification and ExperienceBachelor’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)
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