Tax Senior - Investment Mgmt - Private Equity (East Coast city locations)

Min 3 yrs required

Full-time

No

Summary

Deloitte Tax LLP is looking for a Tax Senior to join its growing team. The successful candidate will provide tax compliance and advisory services to investment management clients, assisting with effective analysis, solution development, and implementation of clients’ tax objectives. The position, located on the East Coast, is available in 31 locations.

Responsibilities

The Tax Senior will be responsible for:

• Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings
• Coordinating and communicating with client contacts as required to gather information to complete their tax returns
• Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings
• 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

The Team

Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry. Its 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.

Qualifications

The ideal candidate for this role will have:

• 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
• Experience with investment management or partnership taxation
• Experience with 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:
o Licensed CPA in state of practice/primary office if eligible to sit for the CPA
o If not CPA eligible:
? Licensed attorney
? Enrolled Agent
o 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:

• Advanced degree such as Masters of Tax, JD, and/or LLM
• 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

Compensation

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 $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.

Deloitte is looking for a Tax Senior with experience providing tax planning services or preparing and reviewing client work papers and income tax returns to join its growing team. The successful candidate will provide tax compliance and advisory services to investment management clients, assisting with effective analysis, solution development, and implementation of clients’ tax objectives. The position, located on the East Coast, is available in 31 locations with a reasonable estimate of the current wage range is $63,420 to $144,300. The ideal candidate for this role will have a Bachelor’s degree in Accounting, Finance, or other business-related field and 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). Preferred qualifications include an advanced degree such as Masters of Tax, JD, and/or LLM, 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, and strong verbal and written communication skills.

Health and wellness benefits, Retirement plans, Paid time off, Professional development, Inclusion and diversity programs

Tax Planning, Partnership Taxation, Subchapter K, Partnership Allocation Methodologies, Tax Compliance, Fund Accounting, General Ledger Accounting

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

Apply online

Qualification and Experience Bachelor’s degree in Accounting, Finance, or other business-related field, CPA, Licensed Attorney, Enrolled Agent, CFA, CFP

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