Tax Senior - Investment Management - Private Equity Tax

Min 3 yrs required

Full-time

No

## Tax Senior - Investment Management - Private Equity Tax (West Region Locations)

Deloitte is currently looking to hire a Tax Senior to join its Investment Management team in the West Region. The Tax Senior will provide tax compliance and advisory services to clients in the Investment Management industry. This position requires a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week.

## Responsibilities

As a Tax Senior, you will be responsible for:

* Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings
* Coordinating and communicating with client contacts to gather information to complete their tax returns
* Training, mentoring, and supervising new and experienced-level tax staff
* 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 for this role will have:

* 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
* Demonstrated experience with investment management or partnership taxation, 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:

* 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.

## Summary
Deloitte is currently looking to hire a Tax Senior to join its Investment Management team in the West Region. This position requires a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week. The Tax Senior will provide tax compliance and advisory services to clients in the Investment Management industry.

The ideal candidate for this role will have 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns, as well as demonstrated experience with investment management or partnership taxation, Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships. Additionally, the candidate must possess a Bachelor’s degree in Accounting, Finance, or other business-related field and must have one of the following accreditations obtained, in process, or willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, a Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP).

The wage range for this role is $63,420 to $144,300, and the position may also be eligible to participate in a discretionary annual incentive program.

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Health, Dental, Vision, 401(k) match, Paid Time Off, Tuition Reimbursement, Life Insurance, Disability Insurance

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Experience with investment management or partnership taxation, Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, fund accounting and general ledger accounting

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

Apply online at

Qualification and Experience 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; Licensed attorney; Enrolled Agent; Chartered Financial Advisor (CFA); Certified Financial Planner (CFP)

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