Tax Senior - Investment Management - Private Equity Tax

3-3 yrs required

Full-time

No

## Tax Senior - Investment Management - Private Equity Tax

Are you a leader looking to develop and thrive in the most strategic part of the tax practice? Deloitte is looking for a Tax Senior to join their growing team and provide tax compliance and advisory services to investment management clients. This position is available in 30 locations across the Central Region and offers a competitive salary.

### Responsibilities

As a Tax Senior, you will be responsible for providing tax planning services, preparing and reviewing client work papers and income tax returns, training and mentoring new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings. Your responsibilities will include:

- Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings
- Coordinating and communicating with client contacts to gather information to complete their tax returns
- Training, mentoring, and supervising new and experienced-level tax staff
- Attending required Deloitte Tax LLP and sector-specific trainings
- Preparing and leading client meetings on compliance and advisory projects

### Qualifications

The ideal candidate will have the following 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
- 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 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

### Salary

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.

### Benefits

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 to formal development programs
- A competitive salary and potential to participate in a discretionary annual incentive program

### 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, 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 include advancing sustainability, equity, and trust.

Recruiting for this role ends on June 1, 2024.

If you are interested in this opportunity, please use Requisition code: 164898.

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Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship

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Tax planning services, preparing and reviewing tax returns, fund accounting, general ledger accounting, partnership taxation, Subchapter K, tax compliance process for investment partnerships

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

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Qualification and Experience Licensed CPA, Licensed attorney, Enrolled Agent, CFA, CFP

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