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

Min 3 yrs required

Full-time

No

## Tax Senior - Investment Mgmt - Private Equity

Are you a tax professional looking to join a growing team in the largest growth area in the tax industry? Deloitte Tax LLP is looking for a Tax Senior to join their team and provide tax compliance and advisory services to investment management clients. This is an exciting opportunity to develop and thrive in the most strategic part of the tax practice and serve their largest clients.

**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
* Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities

**Qualifications:**
* 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
* Bachelor’s degree in Accounting, Finance, or other business-related field
* One of the following accreditations: Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
* Ability to travel up to 25%, on average

**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

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. Additionally, 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.

The same job is available at 31 locations, and Deloitte offers a variety of benefits and professional development opportunities for their employees. If you are a tax professional looking to make an impact in the Investment Management industry, then this is the role for you!

Deloitte is an inclusive culture that empowers their people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. They are creating trust and confidence in a more equitable society, and their purpose is to make an impact that matters for their clients, people, and communities.

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.

If you believe you meet the qualifications for this role, apply for the Tax Senior - Investment Mgmt - Private Equity position today!

## Overview of Tax Senior - Investment Mgmt - Private Equity Position

Deloitte Tax LLP is looking for a Tax Senior to join their team and provide tax compliance and advisory services to investment management clients. This is an exciting opportunity to develop and thrive in the most strategic part of the tax practice and serve their largest clients.

The Tax Senior will utilize their prior experience to provide tax compliance and advisory services to investment management clients. They will assist clients with effective analysis, solution development, and implementation of clients’ tax objectives. Additionally, they will manage the client relationship by delivering tax advisory services to the client.

Responsibilities will include performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings, coordinating and communicating with client contacts to gather information to complete their tax returns, training, mentoring, and supervising new and experienced-level tax staff, and preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities.

Qualifications for this role include 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, a Bachelor’s degree in Accounting, Finance, or other business-related field, and one of the following accreditations: Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP).

The wage range for this role is $63,420 to $144,300. Additionally, 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.

The same job is available at 31 locations, and Deloitte offers a variety of benefits and professional development opportunities for their employees. If you are a tax professional looking to make an impact in the Investment Management

Travel up to 25%, Hybrid Work Model, Training, Mentoring, Supervising New and Experienced-level Tax Staff, Deloitte Tax LLP and Sector-specific Trainings

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

Online application

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)

Legal