Tax Senior – Financial Services Industries – Mutual Fund Tax

Min 3 yrs required

Full-time

No

# Tax Senior – Financial Services Industries – Mutual Fund Tax

Are you passionate about financial services, understand regulated investment companies and tax compliance? Deloitte Tax LLP is seeking a Tax Senior to join their Investment Management team to provide tax compliance and consulting services.

## Job Responsibilities

As a Tax Senior, you will be responsible for:

* Identifying complex tax issues and providing tax analyses for a variety of entities and their affiliates
* Performing detail-level reviews of tax research, financial statement provisions and related tax disclosures
* Preparing and reviewing federal and relevant state returns, excise calculations, and RIC compliance tests
* Performing tax planning and supervising tax consultants
* Attending required Deloitte Tax LLP and sector-specific trainings

## Qualifications

The successful candidate should possess the following qualifications:

* Ability to work within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
* 3+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns
*
* Experience working in a fast-paced, team environment
* Strong verbal and written communication skills
* Licensed CPA in state of practice/primary office or one of the following accreditations obtained, in process, or willing and able to obtain:
* Licensed attorney
* Enrolled Agent
* Chartered Financial Advisor (CFA)
* Certified Financial Planner (CFP)
* Demonstrated basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
* 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 Masters of Tax, JD, and/or LLM
* Previous Big 4 or large CPA firm experience

## Compensation

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.

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.

## About Deloitte

Deloitte Tax LLP is a subsidiary of Deloitte LLP, a global leader in professional services to the Investment Management industry. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. Our purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society.

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

If you are passionate about financial services, understand regulated investment companies and tax compliance, and are looking for an exciting career opportunity, apply today for the Tax Senior position with Deloitte Tax LLP!

Health insurance, retirement savings plan, flexible work arrangements, on-the-job learning experiences, formal development programs

Ability to perform job responsibilities within a hybrid work model, 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns, Bachelor’s degree in accounting, finance, or other business-related field, Experience working in a fast-paced, team environment, Strong verbal and written communication skills, 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), Demonstrated basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies, Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

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

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