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

Min 3 yrs required

Full-time

No

## Tax Senior - Investment Mgmt - Private Equity

Deloitte Tax LLP is seeking a Tax Senior to join their growing team and provide tax compliance and advisory services to their investment management clients. As a Tax Senior, you will utilize your prior experience to assist clients with effective analysis, solution development, and implementation of clients’ tax objectives. This position is available in 31 locations across the East Coast.

### Responsibilities

* Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings
* Coordinate and communicate with client contacts to gather information to complete their tax returns
* Train, mentor, and supervise new and experienced-level tax staff
* Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities and the tax implications of various transactions to the organization

### 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:

* 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 Tax LLP is seeking an experienced Tax Senior to join their team and provide tax compliance and advisory services to their investment management clients. As a Tax Senior, you will utilize your prior experience to assist clients with effective analysis, solution development, and implementation of clients’ tax objectives. This position is available in 31 locations across the East Coast and offers a salary range of $63,420 to $144,300.

To be eligible for this role, you must have:

* 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

As a Tax Senior, you will have the opportunity to:

* Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings
* Coordinate and communicate with client contacts to gather information to complete their tax returns
* Train, mentor, and supervise new and experienced-level tax staff
* Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities and the tax

Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship, on-the-job learning experiences, formal development programs

Tax Planning Services, Tax Compliance, Partnership Taxation, Subchapter K, Partnership Allocation Methodologies, Fund Accounting, General Ledger Accounting

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

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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, Certifications Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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