Manager - Investment Management - Private Equity Tax

Min 5 yrs required

Full-time

No

# Manager - Investment Management - Private Equity Tax

Are you a leader looking to develop and thrive in the most strategic part of the tax practice and serve the largest clients? If so, Deloitte Tax LLP has an exciting opportunity for you as a Tax Manager on our growing team!

## Responsibilities

As a Tax Manager, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will manage the client relationship by delivering tax advisory services to the client with duties including:

* Performing high-level reviews of tax research, partnership work papers, allocations, and tax filings
* Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization
* Training, mentoring, and supervising new and experienced 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 works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our 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

* 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
* 5+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
* 3+ years’ experience with investment management or partnership taxation
* Bachelor’s degree in Accounting, Finance, or other business-related field
* One of the following accreditations obtained:
* 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

* Advanced degree such as MST, MAcc, JD, or LLM
* Previous Big 4 experience or large CPA firm equivalent
* Knowledge of fund accounting and general ledger accounting
* Experience managing projects including scheduling, budgeting, client correspondence, and billing
* Experience working in a fast-paced, team environment
* Strong verbal and written communication skills

## Salary & Benefits

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 Deloitte, 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 $84,980 to $193,440. 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.

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

## Available Locations

This Manager – Investment Management – Private Equity Tax role is available in 15 locations:

* Boise, Idaho, United States
* Costa Mesa, California, United States
* Fresno, California, United States
* Honolulu, Hawaii, United States
* Las Vegas, Nevada, United States
* Los Angeles, California, United States
* Pleasanton, California, United States
* Portland, Oregon, United States
* Sacramento, California, United States
* Salt Lake City, Utah, United States
* San Diego, California, United States
* San Francisco, California, United States
* San Jose, California, United States
* Seattle, Washington, United States
* Tempe, Arizona, United States

## 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 Deloitte. Check out recruiting tips from Deloitte recruiters.

##

Participate in a discretionary annual incentive program

Tax Planning Services, Preparing and Reviewing Client Work Papers and Income Tax Returns, Investment Management or Partnership Taxation

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

Submit resume and cover letter on Deloitte's website

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)

Legal