Tax Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

SEO friendly job title: Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)
H1: Join Our Growing Team as a Tax Manager in Investment Management - Private Equity Tax
H2: Exciting Opportunity for a Leader with Partnership Taxation Experience

Position Summary:

Deloitte is seeking a Tax Manager with experience in partnership taxation to join our growing team in the largest growth area of the tax industry. As a leader, you will have the opportunity to develop and thrive in the most strategic part of our tax practice and serve our largest clients.

Bullet Points:

• Join the largest growth area in the tax industry
• Lead and mentor teams
• Advise on important tax and business issues
• Develop and thrive in the most strategic part of our tax practice
• Serve our largest clients

Responsibilities:

• Provide tax compliance and advisory services to investment management clients
• Assist clients with effective analysis, solution development, and implementation of tax objectives
• Manage client relationships by delivering tax advisory services
• Perform high-level reviews of tax research and work papers
• Prepare and lead client meetings on compliance and advisory projects
• 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
• 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 has over 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of investment management companies.

Qualifications:

Required:

• Ability to perform job responsibilities within a hybrid work model
• Ability to travel up to 25%
• 5+ years’ experience in tax planning services or preparing and reviewing tax work papers and income tax returns
• 3+ years’ experience with investment management or partnership taxation
• Bachelor’s degree in Accounting, Finance, or other business-related field
• One of the following accreditations:
o Licensed CPA in state of practice/primary office
o Licensed Attorney
o Enrolled Agent
o Certifications: 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 skill sets, experience and training, licensure and certifications, and other business and organizational needs. The estimated range is $84,980 to $169,650.

Benefits:

Deloitte values its people and offers a broad range of benefits, including opportunities for professional development and mentorship.

Our People and Culture:

At Deloitte, our diverse, equitable, and inclusive culture empowers our people to be their authentic selves, contribute their unique perspectives, and make a difference individually and collectively. Our focus on sustainability, equity, and trust makes Deloitte one of the most rewarding places to work.

Our Purpose:

Deloitte’s purpose is to make an impact that matters for our clients, our people, and our communities. We are creating trust and confidence in a more equitable society through our core commitments.

Professional Development:

From entry-level employees to senior leaders, Deloitte believes in continuous learning and offers opportunities for skill-building, leadership development, and mentorship.

Recruiting Tips:

From resume building to interviews, Deloitte wants you to feel prepared and confident as you explore opportunities with us. Check out our recruiting tips from Deloitte recruiters.

Equal Opportunity Employer:

Deloitte is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. All qualified applicants will receive consideration for employment without regard to these factors.

Requisition Code: 182462

Not specified

Not specified

Not specified

Partnership taxation, Client relationship management, Tax compliance, Tax advisory, Tax research, Billing and profitability analysis, Fund accounting, General ledger accounting, Verbal and written communication

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

responsibilities will include:

performing high-level reviews of tax research, partnership work papers, allocations, and tax filings
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
training, mentoring, and supervising new and experienced tax consultants and tax seniors
taking on lead client-contact roles
billing and profitability analysis on engagements
involvement in marketplace eminence building and pursuits

the team

as the global leader in providing professional services to the investment management industry, deloitte tax llp works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. information for applicants with a need for accommodation:



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recruiting tips

from developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at deloitte

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field, Licensed CPA, Attorney, Enrolled Agent, or Chartered Financial Advisor/Certified Financial Planner

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