Tax Sr Manager-Financial Svcs-Mutual Fund

Min 8 yrs required

Full-time

No

Job Title: Tax Senior Manager - Financial Services - Mutual Fund (East Region City Locations)
Experience: 8+ years in tax planning or preparing/reviewing client work papers and income tax returns
Salary Range: $119,490 to $272,090 (may vary based on individual factors)
Locations: Available in 22 cities across the US

Position Summary
- Seeking a leader with a passion for financial products and experience in regulated investment companies, Subchapter M, and tax compliance
- Responsible for providing tax compliance and consulting services to Investment Management clients
- Manage day-to-day accounts and collaborate with specialists when necessary
- Conduct high-level tax research and work on regulated investment company tax work papers, financial statement provisions, and relevant tax disclosures
- Motivate, mentor, supervise, and train Tax Consultants and Tax Seniors
- Take on lead client contact roles, participate in sales and marketing activities, and attend required training

The Team
- Deloitte Tax LLP is a global leader in providing professional services to the Investment Management industry
- Comprised of over 1,400 partners, principals, and employees providing tax services to a wide range of Investment Management companies
- Clients include investment advisers, hedge funds, private equity, alternative products, and other investment managers

Qualifications
Required:
- Ability to work in a hybrid model, co-locating in person 2-3 days per week
- 8+ years of tax planning experience or preparing/reviewing client work papers and income tax returns
- Bachelor's degree in accounting, finance, or related field
- Advanced understanding of Subchapter M, financial products, and book to tax adjustments for regulated investment companies
- Knowledge of Subchapter K and investment partnership taxation
- Strong managerial experience and communication skills
- Self-starter who can handle multiple priorities in a fast-paced, team environment
- Ability to travel up to 25% for work
- Active CPA, attorney, enrolled agent, or other relevant certifications

Preferred:
- Advanced degree such as Masters of Tax, JD, or LLM
- Previous experience at a Big 4 or large CPA firm
- Knowledge of fund accounting and general ledger accounting

Benefits and Culture
- At Deloitte, we value our people and offer a broad range of benefits
- Our diverse, equitable, and inclusive culture empowers our people to contribute their unique perspectives and make a difference
- We are committed to sustainability, equity, and trust in our work and communities
- Opportunities for professional development and growth through mentorship and formal programs

Deloitte's Purpose
- Deloitte's purpose is to make an impact that matters for our clients, our people, and our communities
- We are focused on advancing sustainability, equity, and trust through our core commitments
- Learn more about our purpose, commitments, and impact

Professional Development
- From entry-level employees to senior leaders, we believe in continuous learning and offer opportunities to build new skills, take on leadership roles, and connect with mentors
- Variety of opportunities for growth and development throughout your career

Applicants with Accommodations
- Deloitte is committed to providing assistance for disabled applicants
- Learn more about accommodations here

Join Deloitte
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- Check out recruiting tips from Deloitte recruiters

Requisition Code: 182089

Not specified

Eligible for annual incentive program, comprehensive benefits package

Not specified

Tax Compliance, Consulting, Investment Management, Accounting, Taxation, Financial Products, Regulated Investment Companies, Subchapter M, Section 4982 Excise Calculations, Tax Research, Work Papers, Financial Statements, Tax Disclosures, Federal and State Returns, RIC Compliance Tests, Management, Budgeting, Communication, Teamwork, Travel, CPA, Attorney, Enrolled Agent, CFA, CFP, Fund Accounting, General Ledger Accounting.

Bachelor's degree

Apply through company website

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field, 8+ years of experience in tax planning or preparing and reviewing client work papers and income tax returns, active accreditation such as CPA, JD, LLM, or other certifications.

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