Tax Senior Manager - Financial Services Industries - Mutual Fund Tax

Min 8 yrs required

Full-time

No

# Tax Senior Manager - Financial Services Industries - Mutual Fund Tax

Deloitte is seeking an experienced Tax Senior Manager to join the Financial Services Industries (FSI) team and lead the Mutual Fund Tax practice. This role offers the unique opportunity to draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients.

## Qualifications

* 8+ 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
* One of the following certifications 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)
* Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
* Demonstrated understanding of Subchapter K and investment partnership taxation
* Strong managerial experience with budgets, people and projects
* Demonstrated effective verbal and written communication skills
* Self-starter and demonstrated ability to effectively handle multiple, competing priorities
* Experience working in a fast-paced, team environment
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

## Preferred

* Advanced degree such as Masters of Tax, JD, and/or LLM
* Previous Big 4 or large CPA firm experience
* Knowledge of fund accounting and general ledger accounting

## Responsibilities

As a Tax Senior Manager, you will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests. Additionally, you will motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one engagement-specific training and one national training per year.

## The Team

As global leaders 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. 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.

## Salary Range

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 $119,490 to $272,090. 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.

## Additional Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. 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. 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. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work.

At Deloitte, 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. Our core commitments focus our collective efforts to advance sustainability, equity, and trust that come to life through our people.

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available

Participation in a discretionary annual incentive program, Health Insurance, Paid Time Off

Tax Planning Services, Preparation and Review of Client Work Papers and Income Tax Returns

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; one of the following certifications obtained Licensed CPA in state of practice/primary office if eligible to sit for the CPA; if not CPA eligible Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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