Manager - Investment Management - Private Equity Tax

5-10 yrs required

Full-time

No

# Manager - Investment Management - Private Equity Tax

Deloitte is seeking a Tax Manager to join their Investment Management team. With a focus on tax compliance and advisory services, this role is perfect for an experienced professional who wants to develop and thrive in the most strategic part of the tax practice and serve the largest clients.

## Responsibilities

As a Tax Manager, you will be responsible for:

* 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

## Qualifications

* 5+ years’ experience providing tax planning services or preparing and reviewing client 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 obtained:
* 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 MST, MAcc, JD, or LLM
* Previous Big 4 experience or large CPA firm equivalent
* Knowledge of fund accounting and general ledger accounting
* Experience managing projects including scheduling, budgeting, client correspondence, and billing
* 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 $84,980 to $193,440. 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.

## Locations

Deloitte is offering this role in 15 locations across the United States, including:

* Boise, Idaho
* Costa Mesa, California
* Fresno, California
* Honolulu, Hawaii
* Las Vegas, Nevada
* Los Angeles, California
* Pleasanton, California
* Portland, Oregon
* Sacramento, California
* Salt Lake City, Utah
* San Diego, California
* San Francisco, California
* San Jose, California
* Seattle, Washington
* Tempe, Arizona

## About Deloitte

Deloitte is the global leader in providing professional services to the Investment Management industry. With a team of more than 1,400 partners, principals, and employees, Deloitte provides 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.

At Deloitte, our purpose is to make an impact that matters for our clients, our people, and in our communities. We strive to create trust and confidence in a more equitable society, and we focus our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Our people also have a variety of opportunities to continue to grow throughout their career, from on-the-job learning experiences to formal development programs.

## Summary

Deloitte is seeking an experienced Tax Manager to join their Investment Management team. This role is perfect for a leader who wants to develop and thrive in the most strategic part of the tax practice and serve the largest clients. Responsibilities include performing reviews of tax research, leading client meetings, mentoring and supervising new and experienced tax professionals, and taking on lead client-contact roles. Qualifications include 5+ years’ experience in tax planning services, 3+ years’ experience with investment management or partnership taxation, and one of the following accreditations obtained: CPA, Attorney, Enrolled Agent, CFA, or CFP. The wage range for this role is $84,980 to $193,440, and the position is available in 15 locations across the United States.

Health Insurance, Dental Insurance, Vision Insurance, Retirement Plan, Vacation & Paid Time Off

Tax Planning Services, Preparing and Reviewing Client Work Papers and Income Tax Returns, Investment Management or Partnership Taxation, Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Fund Accounting, General Ledger Accounting

Visit

Qualification and Experience Bachelor’s degree in Accounting, Finance, or other business-related field, Advanced degree such as MST, MAcc, JD, or LLM

Legal