Tax Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)

Salary Information: The wage range for this role is $84,980 to $169,650, with the potential to participate in a discretionary annual incentive program.

Job Title: Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)

Experience Information: 5+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns, with 3+ years of experience in investment management or partnership taxation.

Position Summary:

- Exciting opportunity for a Tax Manager to join a growing team in the largest growth area of the tax industry.
- Seeking a leader with experience in partnership taxation, team management, and providing tax and business advice to serve our largest clients.
- This role will involve a hybrid work model, with 2-3 days of in-person co-location required per week.
- Recruiting for this role ends on June 1, 2024.

Responsibilities:

- Conducting high-level reviews of tax research, partnership work papers, allocations, and tax filings.
- Leading and preparing client meetings on compliance and advisory projects, including tax planning opportunities and the tax implications of transactions.
- Mentoring and supervising Tax Consultants and Tax Seniors.
- Taking on lead client-contact roles.
- Billing and profitability analysis on engagements.
- Involvement in marketplace eminence building and pursuits.

The Team:

- Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry.
- Our US tax industry group has over 1,400 partners, principals, and employees providing a range of tax services to Investment Management companies.
- Our clients include investment advisers and administrators from various sectors, such as hedge funds, private equity, alternative products, family offices, mutual funds, and more.

Qualifications:

Required:

- Ability to work within a hybrid model with in-person co-location 2-3 days per week.
- 5+ years of experience in tax planning or preparing and reviewing client work papers and income tax returns.
- 3+ years of experience in investment management or partnership taxation.
- Bachelor's degree in Accounting, Finance, or related field.
- One of the following accreditations: CPA, Attorney, Enrolled Agent, CFA, or CFP.
- Ability to travel up to 25% for work.

Preferred:

- Previous experience at a Big 4 firm or large CPA firm.
- Experience managing projects, including scheduling, budgeting, client correspondence, and billing.
- Knowledge of fund accounting and general ledger accounting.
- Experience in a fast-paced, team environment.
- Strong verbal and written communication skills.

Recruiting Tips:

- Deloitte recruiters share tips for developing a stand-out resume and preparing for interviews.

Benefits:

- Deloitte values its people and offers a broad range of benefits to employees.
- Learn more about what working at Deloitte can mean for you.

Our People and Culture:

- Our diverse, equitable, and inclusive culture empowers our people to be themselves and bring unique perspectives to the table.
- We leverage different ideas and perspectives to bring creativity and innovation to solving complex challenges.
- Deloitte is committed to sustainability, equity, and trust.
- Learn more about our inclusive culture and Deloitte's purpose, commitments, and impact.

Professional Development:

- Deloitte offers opportunities for employees to build new skills, take on leadership roles, and connect and grow through mentorship.
- From on-the-job learning to formal development programs, there are various opportunities for growth throughout your career.

Requisition Code: 164906

Not specified

Eligible for discretionary annual incentive program, broad range of benefits

Not specified

Tax Compliance, Tax Advisory, Partnership Taxation, Client Relationship Management, Solution Development, Implementation, Tax Research, Tax Filings, Training, Mentoring, Supervision, Client Meetings, Tax Planning, Tax Implications, Marketplace Eminence Building, Pursuits, Billing, Profitability Analysis, Fund Accounting, General Ledger Accounting, Fast-paced Environment, Teamwork, Communication, Travel

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

Apply online through the company website

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field, CPA, Attorney, Enrolled Agent, CFA, CFP

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