Tax Senior - Investment Management - Private Equity Tax

Min 3 yrs required

Full-time

No

Summary
Deloitte Tax LLP is looking for a Tax Senior in the West Region to join their Investment Management Practice. The Tax Senior will provide tax compliance and advisory services to investment management clients, manage client relationships, and train and mentor tax staff. The ideal candidate will have 3+ years of experience in investment management or partnership taxation, Subchapter K, and partnership allocation methodologies. The wage range for this role is $63,420 to $144,300, and the role is eligible for a discretionary annual incentive program. Deloitte offers competitive benefits and professional development opportunities.

Job Description
Deloitte Tax LLP is seeking a Tax Senior to join their Investment Management Practice in the West Region. The Tax Senior will provide tax compliance and advisory services to investment management clients. The ideal candidate will have 3+ years of experience in investment management or partnership taxation, Subchapter K, and partnership allocation methodologies.

Responsibilities:

Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings
Coordinate and communicate with client contacts as needed to gather information to complete their tax returns
Train, mentor, and supervise new and experienced-level tax staff, and attend required Deloitte Tax LLP and sector-specific trainings
Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization

Qualifications:

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
3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
Demonstrated experience with investment management or partnership taxation, Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
Bachelor’s degree in Accounting, Finance, or other business-related field
One of the following accreditations obtained, in process, or must be willing and able to obtain:
Licensed CPA in state of practice/primary office if eligible to sit for the CPA
If not CPA eligible:
Licensed attorney
Enrolled Agent
Certifications:
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:

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

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.

Deloitte Tax LLP is looking for a Tax Senior to join their Investment Management Practice in the West Region. The Tax Senior will provide tax compliance and advisory services to investment management clients, manage client relationships, and train and mentor tax staff. The ideal candidate will have 3+ years of experience in investment management or partnership taxation, Subchapter K, and partnership allocation methodologies.

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.

Recruiting Tips
Deloitte provides a variety of resources to help you prepare for your job search. From developing a stand out resume to putting your best foot forward in the interview, Deloitte recruiters provide tips to help you feel prepared and confident in your job search.

Benefits
Deloitte offers competitive benefits and professional development opportunities. Deloitte values their people and offer employees a broad range of benefits, including but not limited to health and wellness, tuition reimbursement, and flexible work arrangements.

Our People and Culture
Deloitte’s diverse

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Medical, Dental, Vision, 401(k) and other benefits

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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, 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns, Demonstrated experience with investment management or partnership taxation, Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, Bachelor’s degree in Accounting, Finance, or other business-related field, One of the following accreditations obtained, in process, or must be 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

Bachelor’s degree in Accounting, Finance, or other business-related field

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Qualification and Experience 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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