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

Min 3 yrs required

Full-time

No

# Tax Senior – Investment Management – Private Equity

Deloitte is looking for an experienced Tax Senior to join our Investment Management practice. This position provides the opportunity to work in the largest growth area in the tax industry and serve our largest clients, as you develop and thrive in the most strategic part of our tax practice.

## Responsibilities

As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. The job responsibilities include:

* 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

## Qualifications

The ideal candidate will have the following 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
* 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:
* 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 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

## 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 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 to join the Investment Management practice. This position provides the opportunity to work in the largest growth area in the tax industry and serve our largest clients, as you develop and thrive in the most strategic part of our tax practice.

The ideal candidate will have 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, and a Bachelor’s degree in Accounting, Finance, or other business-related field. They must also have 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) or Certified Financial Planner (CFP).

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. 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.

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. 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. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. From entry-level employees to senior

Developing a stand out resume, putting your best foot forward in the interview, diverse, equitable, and inclusive culture, broad range of benefits, opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship

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, Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, 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

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

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Qualification and Experience Licensed CPA in state of practice/primary office if eligible to sit for the CPA; If not CPA eligible Licensed attorney; Enrolled Agent; Chartered Financial Advisor (CFA); Certified Financial Planner (CFP)

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