Tax Senior - Investment Management - Private Equity Tax

3-3 yrs required

Full-time

No

# Tax Senior - Investment Management - Private Equity Tax

## Position Summary

Deloitte Tax LLP is looking for a Tax Senior to join their growing team and provide tax compliance and advisory services to investment management clients. This role is available in 30 locations across the Central Region of the US. Recruiting for this role ends on June 1, 2024.

## What You’ll Do

As a Tax Senior, you will use your prior experience to provide tax planning services, prepare and review client work papers and income tax returns, and manage the client relationship by delivering tax advisory services to the client. Specific responsibilities include:

* 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

Deloitte Tax LLP’s 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.

## Qualifications

The successful 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

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. 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.

## Recruiting Tips

From developing a stand out resume to putting your best foot forward in the interview, Deloitte recruiters have tips to help you feel prepared and confident as you explore opportunities at Deloitte.

## Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.

## Our People and Culture

Deloitte fosters an equitable, diverse, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. This makes Deloitte one of the most rewarding places to work.

## Our Purpose

Deloitte’s 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.

## Professional Development

From entry-level employees to senior leaders, Deloitte believes 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.

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Competitive benefits

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Tax planning services, preparing and reviewing client work papers and income tax returns, fund accounting and general ledger accounting, Subchapter K, partnership allocation methodologies, tax compliance process for investment partnerships, training, mentoring, and supervising new and experienced-level tax staff

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

Qualification and Experience 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, licensed attorney, enrolled agent, chartered financial advisor (CFA), certified financial planner (CFP)

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