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In-House
Stamford, CT, United States
Tax Senior - Investment Mgmt - Private Equity (East Coast city locations)
Attorney
Company Review
Min 3 yrs required
Full-time
No
## Tax Senior - Investment Mgmt - Private Equity Deloitte is looking for experienced Tax Seniors with a background in investment management and partnership taxation to join their growing team. The Tax Senior will provide tax compliance and advisory services to investment management clients and assist with effective analysis, solution development, and implementation of clients’ tax objectives. This is an exciting opportunity for those looking to develop and thrive in the most strategic part of Deloitte Tax LLP’s tax practice and serve their largest clients. ### 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 * Attend required Deloitte Tax LLP and sector-specific trainings * 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 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 is looking for experienced Tax Seniors with an expertise in investment management and partnership taxation to join their growing team. This is a great opportunity for those looking to develop and thrive in the most strategic part of Deloitte Tax LLP’s tax practice and serve their largest clients. #### Job Responsibilities As a Tax Senior, you will use your prior experience to provide tax compliance and advisory services to investment management clients. You will be responsible for: * Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings * Coordinating and communicating with client contacts to gather information to complete their tax returns * Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings * 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 #### 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
No USPTO specified
Discretionary annual incentive program, Broad range of benefits
No language specified
Ability to perform job responsibilities within a hybrid work model, 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, Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), Ability to travel up to 25%, 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
Bachelor’s degree in Accounting, Finance, or other business-related field
Visit Deloitte's website to apply
Qualification and Experience Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
Legal
USD 63420 to 144300 Annually
Apr 23, 2024
Aug 06, 2024
Qualification and ExperienceLicensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
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