State Income and Franchise - Investment Management Tax Senior

3-3 yrs required

Full-time

No

## Investment Management Tax Senior - Multistate Tax Multistate Tax

Deloitte is looking for an innovative and analytical Tax Senior to join its one of the largest Multistate Tax practices in the world. The successful candidate will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client base in the investment management industry.

### Job Responsibilities

* Perform detailed technical reviews of partnership and corporate state and local tax returns / work papers with attention to multistate tax issues
* Coordinate with clients’ internal tax teams
* Perform a detailed review of estimated payment, withholding and composite tax calculations as well as investor packages
* Research and analyze state tax legislation and assist with impact on compliance and investor reporting process
* Assist with tax consulting projects including tax planning, restructuring, and due diligence
* Assist with engagement workflow management and supervise tax consultants and interns on assigned engagements
* Mentor and develop talent in a diverse and inclusive workplace

### Qualifications

#### Required

* 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 in state income and franchise tax, or federal tax
* 2+ years’ experience providing tax planning services or preparing and reviewing client work papers, income tax returns, and investment management or partnership taxation
* Bachelor's degree in accounting, finance, or related field
* One of the following accreditations obtained, in process, or 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
* Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve

#### Preferred

* Supervisory experience
* Public Accounting experience
* Experience in preparation and review of state and local or federal pass-through, corporate tax returns, Subchapter K, or partnership allocation methodologies
* Excellent research and writing skills
* Excellent presentation and communications skills

### Team

The team of Deloitte’s Multistate Tax practice includes 1,500 professionals worldwide with former state tax auditors and administrators, industry personnel, and technology personnel with years of multistate tax experience. The team offers services that include investment management services, state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.

### Benefits

Deloitte offers a broad range of benefits to its employees, including:

* A reasonable estimate of the current range is $68,180 to $144,300
* Discretionary annual incentive program
* Opportunities to build new skills and take on leadership opportunities
* On-the-job learning experiences and formal development programs
* A diverse, equitable, and inclusive culture
* Commitments to sustainability, equity, and trust

Deloitte is committed to creating trust and confidence in a more equitable society. The firm focuses its collective efforts to advance sustainability, equity, and trust that come to life through its core commitments.

The recruiting for this role ends May 31st 2024. Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws.

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Travel up to 10%, on average; Supervisory experience; Public Accounting experience; Opportunities to build new skills; Take on leadership opportunities; Connect and grow through mentorship; Formal development programs

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Tax Consulting Solutions, Innovative Technology, Multistate Tax, Partnership and Corporate State and Local Tax Returns/Work Papers, Estimated Payment, Withholding and Composite Tax Calculations, Investor Packages, Tax Planning, Restructuring, Due Diligence, Engagement Workflow Management, Supervising Tax Consultants and Interns

Bachelor's degree in accounting, finance, or related field

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Qualification and Experience Bachelor's degree in accounting, finance, or related field; Licensed CPA in state of practice/primary office if eligible to sit for the CPA; Licensed attorney; Enrolled Agent

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