Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

# Manager - Investment Management - Private Equity Tax

Are you looking for a role in the growing tax industry? Deloitte Tax LLP is looking for a Tax Manager to join their team and provide tax compliance and advisory services to investment management clients. This role is available in 15 locations across the United States.

## Responsibilities

The Tax Manager will be responsible for:

- 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

## Qualifications

Candidates must have:

- 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 obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
- 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:

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

## Salary

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 $84,980 to $193,440.

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.

## Summary

Deloitte Tax LLP is hiring a Tax Manager to join their team and provide tax compliance and advisory services to investment management clients. The Tax Manager will be responsible for performing high-level reviews, leading client meetings, training and mentoring teams, and taking on lead client-contact roles. The ideal candidate for this role will have 5+ years' experience in tax planning services, 3+ years' experience with investment management or partnership taxation, and a Bachelor's degree in Accounting, Finance, or a related field.

The salary range for this role is $84,980 to $193,440, and candidates may be eligible to participate in an annual incentive program. This role is available in 15 locations across the United States.

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Developing a stand out resume, Putting your best foot forward in the interview, Developing new skills, Taking on leadership opportunities, Connect and grow through mentorship, On-the-job learning experiences, Formal development programs

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Tax Planning, Partnership Taxation, Tax Research, Client Meetings, Tax Advisory Services, Tax Compliance, Allocations, Tax Filing, Training, Mentoring, Supervising, Client Relationship Management, Billing, Profitability Analysis, Pursuits

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 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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