Tax Senior Manager - Investment Management - Private Equity

Min 8 yrs required

Full-time

No

# Tax Senior Manager - Investment Management - Private Equity

## Position Summary

Are you a senior leader with a solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships? If so, Deloitte has an exciting opportunity for you as a Senior Tax Manager on our growing team! As a Senior Tax Manager, you will utilize your prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients’ tax objectives.

## Work You’ll Do

As a Senior Tax Manager, you will:

- Perform high-level reviews of tax research, partnership work papers, allocations, and tax returns, and prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of various transactions to the funds.
- Train, mentor, and supervise Tax Consultants, Tax Seniors, and Tax Managers, and be heavily involved in the recruitment process.
- Be the lead client contact on engagements and the billing and profitability analysis of engagements, in addition to being heavily involved in marketplace eminence building and pursuits.

## The Team

Deloitte’s cross-functional industry group is comprised of more than 2,800 partners, managers and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory and consulting services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.

## 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.
- 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)
- 8+ years total corporate tax experience
- A bachelor’s degree in accounting, finance or related field
- Strong managerial experience with budgets, people and projects
- Demonstrated effective verbal and written communication skills
- Self-starter and demonstrated ability to effectively handle multiple, competing priorities
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

**Preferred:**

- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 or large CPA firm experience

The wage range for this role is $114,490 to $272,090. 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 wants you to feel prepared and confident as you explore opportunities. Check out recruiting tips from Deloitte recruiters to help you get started.

## Benefits

Deloitte values its people and offers employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

## Our People and Culture

At Deloitte, 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 clients’ most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

## 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. At Deloitte, 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 Deloitte’s purpose, commitments, and impact.

## Professional Development

At Deloitte, 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.

Medical, Dental, Vision, Retirement, Paid Time Off

English

Subchapter K, partnership allocation methodologies, tax compliance process for investment partnerships, tax research, partnership work papers, allocations, and tax returns

Bachelor’s degree in accounting, finance or related field

Visit / to apply

Qualification and Experience Licensed CPA in state of practice/primary office, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

Legal