Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

# Manager - Investment Management - Private Equity Tax

Deloitte is looking for a Tax Manager to join the US tax industry group to provide tax compliance and advisory services to investment management clients. The ideal candidate has experience in partnership taxation, leading and mentoring teams, and advising on important tax and business issues. This role is available in 15 different locations across the United States.

## Responsibilities

As a Tax Manager, you 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

To be considered for this role, you must have:

* 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
* 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
* 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 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

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.

## About Deloitte

Deloitte is the global leader in providing 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 financial services 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. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. 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.

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.

## Manager - Investment Management - Private Equity Tax

Deloitte is looking for a Tax Manager to join the US tax industry group to provide tax compliance and advisory services to investment management clients. This role is available in 15 different locations across the United States.

### Responsibilities

As a Tax Manager, you 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

Health, Dental and Vision Benefits, 401(k) Savings Plan, Life Insurance, Disability Insurance, Flexible Spending Accounts, Tuition Reimbursement, Professional Development Programs, Mentorship Programs, Inclusive Culture

Tax Planning, Partnership Taxation, Tax Research, Tax Compliance, Project Management, Accounting, Finance, CPA, Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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

Visit to apply

Qualification and Experience 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, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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