Tax Manager-Investment Mgmt - Private Equity

5-5 yrs required

Full-time

No

Job Title: Tax Manager - Investment Management/Private Equity (East Region City Locations)
Experience: 5+ years providing tax planning services or preparing and reviewing client work papers and income tax returns, 3+ years with investment management or partnership taxation
Salary: Estimated range of $84,980 to $193,440, with potential for additional discretionary annual incentive program
Department: Tax Business Tax Services

Position Summary:

- Seeking a Tax Manager to join the largest growth area in the tax industry and work with investment management clients
- Utilize prior experience to provide tax compliance and advisory services
- Manage client relationships and deliver tax advisory services
- Lead and mentor teams, advise on tax and business issues, and assist with analysis, solution development, and implementation of tax objectives

Responsibilities:

- Perform high-level reviews of tax research, partnership work papers, allocations, and tax filings
- Lead client meetings on compliance and advisory projects related to tax planning opportunities and transactions
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles
- Conduct billing and profitability analysis on engagements
- Participate in marketplace eminence building and pursuits

The Team:

- Global leader in providing professional services to the Investment Management industry
- Comprised of over 1,400 partners, principals, and employees
- Provides a spectrum of tax services to a broad range of Investment Management companies
- Clients include hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers

Qualifications:

Required:

- Ability to perform job responsibilities within a hybrid work model that requires co-location in person 2-3 days per week
- Bachelor’s degree in Accounting, Finance, or other business-related field
- 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
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Experience working in a fast-paced, team environment
- Strong verbal and written communication skills
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Active accreditation as a Licensed CPA, Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP)

Preferred:

- Previous Big 4 experience or large CPA firm equivalent
- Knowledge of fund accounting and general ledger accounting


Recruiting Tips:

- Develop a standout resume and put your best foot forward in the interview
- Check out recruiting tips from Deloitte recruiters

Benefits:

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

Our People and Culture:

- Diverse, equitable, and inclusive culture that empowers individuals to contribute their unique perspectives
- Enables us to leverage different ideas and perspectives to bring creativity and innovation to solving client challenges
- Focused on advancing sustainability, equity, and trust through core commitments
- Learn more about our inclusive culture

Our Purpose:

- Deloitte’s purpose is to make an impact that matters for clients, people, and communities
- Creating trust and confidence in a more equitable society
- Focus on sustainability, equity, and trust through core commitments

Professional Development:

- Opportunities for employees at all levels to learn and grow
- Formal development programs and on-the-job learning experiences
- Connect and grow through mentorship

Deloitte Tax LLP:

- Subsidiary of Deloitte LLP
- Please see for a detailed description of the legal structure
- Certain services may not be available to attest clients under the rules and regulations of public accounting

Equal Opportunity Employer:

- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status
- In accordance with applicable law

Requisition Code: 181361

Not specified

Employee benefits such as healthcare, retirement plans, and professional development opportunities.

Not specified

Tax compliance, Tax advisory, Partnership taxation, Team leadership, Client relationship management, Tax research, Solution development, Implementation, Tax planning, Project management, Billing, Profitability analysis, Market eminence, Pursuits, Fund accounting, General ledger accounting, Financial analysis, Communication, Travel, Professional certifications, Individual performance, Organizational performance, Recruiting, Resume development, Interview preparation, Employee benefits, Diversity, Equity, Inclusion, Creativity, Innovation, Sustainability, Trust, Professional development, Mentorship.

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

Interested candidates can apply through the company's website or through a recruiting agency.

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field. 5+ years of experience in tax planning or preparing and reviewing tax work papers and returns, with 3+ years in investment management or partnership taxation. Project management experience, strong communication skills, and active accreditation as a CPA, attorney, enrolled agent, CFA, or CFP.

Legal