Tax Manager - Financial Svcs - Mutual Fund Tax

Min 5 yrs required

Full-time

No

Tax Manager - Financial Services - Mutual Fund Tax (East Region City Locations)

Experience:

5+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns

Education:

Bachelor's degree in accounting, finance, or other business-related field

Job Title:

Tax Manager - Financial Services - Mutual Fund Tax

Salary Information:

The disclosed wage range estimate for this role is $84,980 to $193,440, taking into account factors such as skill sets, experience and training, licensure and certifications, and other business and organizational needs.

Job Description:

- Provide tax compliance and consulting services to Investment Management clients
- Conduct day-to-day management of accounts and bring in specialists when necessary
- Perform high-level tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions, and related tax disclosures
- Prepare federal and relevant state returns, excise calculations, and RIC compliance tests
- Motivate, mentor, supervise, and train Tax Consultants and Tax Seniors
- Take on lead client contact roles on engagements
- Be involved in sales and marketing activities
- Attend required training and facilitate at least one engagement-specific training and one national training per year

SEO-friendly Job Title:

Tax Manager - Financial Services - Mutual Fund Tax (East Region City Locations)

H1 Heading:

Join Our Team as a Tax Manager in the Financial Services Industry

H2 Headings:

- Are you passionate about financial products and regulated investment companies?
- Do you have 5+ years of experience in tax planning and compliance?
- Are you looking for a fast-paced and challenging environment?

Bold Headlines:

- Provide Tax Compliance and Consulting Services to Investment Management Clients
- Lead and Mentor a Team of Tax Consultants and Tax Seniors
- Join a Global Leader in Professional Services for the Investment Management Industry

Bullet Points:

- Conduct day-to-day management of accounts and bring in specialists when necessary
- Perform high-level tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions, and related tax disclosures
- Prepare federal and relevant state returns, excise calculations, and RIC compliance tests
- Motivate, mentor, supervise, and train Tax Consultants and Tax Seniors
- Take on lead client contact roles on engagements
- Be involved in sales and marketing activities
- Attend required training and facilitate at least one engagement-specific training and one national training per year

Department:

Tax Business Tax Services

Company:

Deloitte Tax LLP

Locations:

This job is available in 22 different locations across the United States.

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
- 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
- Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
- Demonstrated basic understanding of Subchapter K and investment partnership taxation
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- Licensed Attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)

Preferred Qualifications:

- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 or large CPA firm experience
- Knowledge of fund accounting and general ledger accounting
- Strong verbal and written communication skills

Accommodation Information:

Deloitte provides assistance for disabled applicants. For more information, please visit the following link:

Recruiting Tips:

From developing a stand-out resume to acing the interview, Deloitte provides tips to help applicants feel prepared and confident.

Benefits:

At Deloitte, employees are valued and offered a broad range of benefits. These benefits include professional development opportunities, mentorship programs, and a diverse, equitable, and inclusive culture.

Our People and Culture:

Deloitte's diverse, equitable, and inclusive culture empowers employees to contribute their unique perspectives and make a difference individually and collectively. This inclusive culture allows for different ideas and perspectives, leading to more creativity and innovation in solving complex challenges for clients.

Our Purpose:

Deloitte's purpose is to make an impact that matters for clients, employees, and communities. The company is committed to creating trust and confidence in a more equitable society. Purpose is integrated into Deloitte's daily work and defines who they are as a company. Deloitte's purpose is focused on advancing sustainability, equity, and trust.

Professional Development:

Deloitte offers opportunities for employees to build new skills, take on leadership roles, and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, there are various opportunities for growth throughout an employee's career at Deloitte.

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Tax compliance, Tax consulting, Accounting, Financial products, Regulated investment companies, Subchapter M, Section 4982 excise calculations, Federal and state returns, RIC compliance tests, Sales, Marketing, Training, Mentoring, Supervision, Leadership, Communication, Fund accounting, General ledger accounting, Financial statement provisions, Tax disclosures, Book to tax adjustments, Investment partnership taxation, Travel, Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor, Certified Financial Planner, Verbal and written communication

Bachelor's degree in accounting, finance, or other business-related field, Preferred Advanced degree such as Masters of Tax, JD, and/or LLM

Interested candidates can apply through the Deloitte website using the provided requisition code.

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 client work papers and income tax returns, Active accreditation (CPA, Attorney, Enrolled Agent, CFA, CFP), Preferred Advanced degree such as Masters of Tax, JD, and/or LLM, Previous Big 4 or large CPA firm experience

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