Tax Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)

Position Summary:

- Exciting opportunity for a Tax Manager to join our growing team and be a part of the largest growth area in the tax industry
- Seeking candidates with experience in partnership taxation, team leadership, and advising on tax and business issues
- This role offers the chance to develop and thrive in the most strategic part of our tax practice and serve our largest clients

Responsibilities:

- Provide tax compliance and advisory services to investment management clients
- Perform high-level reviews of tax research, partnership work papers, allocations, and tax filings
- Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities and implications
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Act as lead client-contact roles and handle billing and profitability analysis
- Involved in marketplace eminence building and pursuits

The Team:

- Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry
- Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies
- Our financial services clients include investment advisers and administrators from every sector of the industry, including 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 and ability to travel up to 25%
- 5+ years of experience in tax planning services, preparing and reviewing client work papers and income tax returns
- 3+ years of experience in investment management or partnership taxation
- Bachelor’s degree in Accounting, Finance, or other business-related field
- Licensed CPA in state of practice/primary office or other accreditations such as Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP)

Preferred:

- Previous Big 4 experience or large CPA firm equivalent
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Knowledge of fund accounting and general ledger accounting
- Experience working in a fast-paced, team environment
- Strong verbal and written communication skills

Salary Information:

- The wage range for this role takes into account various factors such as skills, experience, and certifications
- A reasonable estimate of the current range is $84,980 to $169,650

Benefits:

- Deloitte offers a broad range of benefits to its employees
- Learn more about what working at Deloitte can mean for you

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers employees to be themselves, contribute unique perspectives, and make a difference
- Our purpose is to make an impact that matters for our clients, our people, and in our communities
- We are committed to advancing sustainability, equity, and trust in everything we do

Professional Development:

- Deloitte offers a variety of opportunities for employees to continue growing and learning throughout their career
- From on-the-job learning experiences to formal development programs, we believe there's always room to learn and grow

About Deloitte:

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

Equal Opportunity Employer:

- Deloitte is an equal opportunity employer and values diversity and inclusion in the workplace
- 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

Recruiting Tips:

- We want you to feel prepared and confident as you explore opportunities at Deloitte
- Check out recruiting tips from Deloitte recruiters to help you stand out during the application process

Requisition Code: 182462

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Tax compliance, Advisory services, Partnership taxation, Team leadership, Client relationship management, Tax research, Billing and profitability analysis, Marketplace eminence building, Fund accounting, General ledger accounting, Fast-paced work, Verbal and written communication

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

Interested candidates should submit their resume and cover letter through the company's website or job portal.

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field; CPA, Attorney, Enrolled Agent, CFA, or CFP certifications

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