Tax Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

Summary:

Position Title: Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)
Salary Range: $84,980 to $169,650
Experience Required: 5+ years
Location: 29 locations
Recruiting Deadline: June 1, 2024
Company: Deloitte Tax LLP
Industry: Professional services
Department: US tax industry group
Job Type: Full-time
Education Required:
Accreditations Accepted: CPA, Attorney, Enrolled Agent
Certifications Accepted: CFA, CFP

Responsibilities:

- Provide tax compliance and advisory services to investment management clients
- Analyze and develop solutions for clients' tax objectives
- Manage client relationships and deliver tax advisory services
- Review tax research, work papers, and filings
- Lead client meetings on compliance and advisory projects
- Train, mentor, and supervise Tax Consultants and Tax Seniors
- Take on lead client-contact roles
- Perform billing and profitability analysis on engagements
- Participate in marketplace eminence building and pursuits

Qualifications:

- Ability to work in a hybrid model, co-locating in person 2-3 days per week
- 5+ years of experience in tax planning or preparing and reviewing work papers and income tax returns
- 3+ years of experience in investment management or partnership taxation
-
- Accreditation as a CPA, Attorney, or Enrolled Agent
- Certification as a CFA or CFP
- Ability to travel up to 25% based on client and industry needs

Preferred Qualifications:

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

Benefits:

- Competitive salary range with potential for annual incentive program participation
- Opportunities for professional development and growth through mentorship and formal programs
- Diverse, equitable, and inclusive culture that values individual perspectives and contributions
- Focus on impact and purpose in making a difference for clients, people, and communities

About Deloitte Tax LLP:

Deloitte Tax LLP is a subsidiary of Deloitte LLP, a professional services company with a global presence. Deloitte Tax LLP serves clients in the investment management industry, providing a range of tax services to companies in this sector. With over 1,400 partners, principals, and employees, Deloitte Tax LLP is the global leader in this industry.

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Tax Compliance, Tax Advisory, Partnership Taxation, Leadership, Mentoring, Client Relationship Management, Analysis, Solution Development, Implementation, Tax Planning, Project Management, Fund Accounting, General Ledger Accounting, Verbal and Written Communication

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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

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

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