Tax Senior - Investment Management - Private Equity Tax

Min 3 yrs required

Full-time

No

## Tax Senior - Investment Management - Private Equity Tax

This is an exciting opportunity to join Deloitte Tax LLP as a Tax Senior on their growing team. As a Tax Senior, you will use your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients’ tax objectives. You will also manage the client relationship by delivering tax advisory services to the client.

### Responsibilities

* Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings
* Coordinate and communicate with client contacts as required to gather information to complete their tax returns
* Train, mentor, and supervise new and experienced-level tax staff, and attend required Deloitte Tax LLP and sector-specific trainings
* Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization

### 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
* Demonstrated experience with investment management or partnership taxation, Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
* 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

* Previous Big 4 experience or large CPA firm experience
* 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 Company, 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 $144,300.

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, we want you to feel prepared and confident as you explore opportunities at Company. Check out recruiting tips from Company recruiters.

### Benefits

At Company, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Company can mean for you.

### Our People and Culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Company one of the most rewarding places to work. Learn more about our inclusive culture.

### Our Purpose

Company’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. At Company, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Company's purpose, commitments, and impact.

### Professional Development

From entry-level employees to senior leaders, we believe 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.

Discretionary annual incentive program, broad range of benefits

Tax planning services, preparing and reviewing client work papers and income tax returns, investment management or partnership taxation, Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships

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

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Qualification and Experience Bachelor’s degree in Accounting, Finance, or other business-related field, licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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