Tax Senior - Investment Management - Private Equity Tax

3-3 yrs required

Full-time

No

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

Experience:

- 3+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns.
- 2+ years of experience with investment management or partnership taxation.
- Previous Big 4 experience or large CPA firm experience.
- Knowledge of fund accounting and general ledger accounting.
- Strong verbal and written communication skills.

Job Title:

- Tax Senior - Investment Management - Private Equity Tax

Salary Information:

- The disclosed range estimate for this role is $63,420 to $126,620.
- Eligibility for a discretionary annual incentive program based on individual and organizational performance.

Department:

- Deloitte Tax LLP, a subsidiary of Deloitte LLP.

Location:

- Central Region Office Locations (29 locations available).

Position Summary:

- Seeking a Tax Senior with experience in partnership taxation, leading and mentoring teams, and providing tax advisory services to investment management clients.
- Opportunity to develop and thrive in the most strategic part of the tax practice and serve the largest clients.
- Recruiting for this role ends on June 1, 2025.

Responsibilities:

- Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings.
- Coordinating and communicating with client contacts to gather information for tax returns.
- Training, mentoring, and supervising new and experienced-level tax staff.
- Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities.

The Team:

- Global leader in providing professional services to the Investment Management industry.
- Comprised of over 1,400 partners, principals, and employees providing tax services to a broad range of Investment Management companies.
- Provides a spectrum of tax services to a range of clients including hedge funds, private equity, investment partnerships, and more.

Qualifications:

Required:

- 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, licensed attorney, enrolled agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP).
- Ability to perform job responsibilities within a hybrid work model and ability to travel up to 25%.

Preferred:

- 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.

Recruiting Tips:

- Develop a standout resume and put your best foot forward in the interview.
- Check out recruiting tips from Deloitte recruiters.

Benefits:

- Employees receive a broad range of benefits.
- Learn more about what working at Deloitte can mean for you.

Our People and Culture:

- Diverse, equitable, and inclusive culture that empowers individuals to contribute their unique perspectives.
- Enables leveraging different ideas and perspectives to bring more creativity and innovation to solve complex challenges.
- Learn more about our inclusive culture.

Our Purpose:

- Deloitte’s purpose is to make an impact that matters for clients, people, and communities.
- Focusing efforts to advance sustainability, equity, and trust through core commitments.
- Learn more about Deloitte's purpose, commitments, and impact.

Professional Development:

- Opportunities for employees to build new skills, take on leadership roles, and grow through mentorship.
- From on-the-job learning experiences to formal development programs.
- Learn more about professional development opportunities at Deloitte.

Requisition Code:

- 182452

Information for Applicants with a Need for Accommodation:

- Deloitte provides assistance for disabled applicants.
- Learn more here:

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 to attest clients under the rules and regulations of public accounting.

Equal Opportunity Employer:

- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, in accordance with applicable law.

Not specified

Not specified

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Tax Compliance, Tax Advisory, Partnership Taxation, Client Relationship Management, Team Management, Tax Research, Financial Analysis, Solution Development, Implementation, Tax Planning, Communication, Travel, Training, Mentoring, Supervision, Fund Accounting, General Ledger Accounting, Written and Verbal Communication

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

Online application through employer's website

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field, 3+ years of experience in tax planning or preparing and reviewing tax work papers and income tax returns, Licensed CPA or other relevant certifications, Willingness to travel and work in a hybrid model, Strong communication skills

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