Tax Senior - Investment Management - Private Equity Tax

3-8 yrs required

Full-time

No

# Tax Senior - Investment Management - Private Equity Tax

Are you looking to be a part of the largest growth area in the tax industry? Deloitte Tax LLP is looking for a Tax Senior to join their US tax industry group and provide tax compliance and advisory services to investment management clients. This role has a recruiting deadline of June 1, 2024 and is available in 30 locations.

## Responsibilities

As a Tax Senior, you will be expected to:

- 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
- Analyze tax planning opportunities and the tax implications of various transactions to the organization

## Qualifications

To be considered for this role, you must have:

- 3+ years of 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
- One of the following accreditations obtained, in process, or willing and able to obtain:
- 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)
- 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
- 2+ years’ experience with investment management or partnership taxation
- Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
- Knowledge of fund accounting and general ledger accounting
- Experience working in a fast-paced, team environment
- Strong verbal and written communication skills

## 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 $126,620.

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.

## Join Our Team

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits, including:

- A diverse, equitable, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively
- Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
- On-the-job learning experiences and formal development programs
- The ability to make an impact that matters for our clients, our people, and in our communities

If you are interested in joining the Deloitte team, please apply for the Tax Senior - Investment Management - Private Equity Tax role before the June 1, 2024 recruiting deadline.

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, Opportunity 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, Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Tax Planning Services, Preparing and Reviewing Client Work Papers and Income Tax Returns, Subchapter K, Partnership Allocation Methodologies, Tax Compliance Process for Investment Partnerships, Fund Accounting, General Ledger Accounting

Bachelor's Degree

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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)

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