Tax Senior - Investment Management - Private Equity Tax

Min 3 yrs required

Full-time

No

Tax Senior - Investment Management - Private Equity Tax (West Region Office Locations)

- Tax Senior position in the largest growth area of the tax industry
- Experience serving clients in partnership taxation, leading and mentoring teams, and advising on tax and business issues
- 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 and deliver tax advisory services
- Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings
- Coordinate and communicate with client contacts to gather information for tax returns
- Train, mentor, and supervise new and experienced-level tax staff
- Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities and transactions
- Work with a global team of over 1,400 professionals providing tax services to Investment Management companies
- Clients include investment advisers and administrators from various sectors of the industry such as hedge funds, private equity, family offices, and more
- Ability to work within a hybrid work model, with in-person work required 2-3 days per week
- Up to 25% travel required, based on client work and industry served
- 3+ years of experience in tax planning or preparing and reviewing tax work papers and returns
- Strong knowledge of investment management or partnership taxation, Subchapter K, partnership allocation methodologies, and tax compliance process
- Bachelor's degree in Accounting, Finance, or other business-related field
- Preferred certifications: Licensed CPA, licensed attorney, enrolled agent, CFA, CFP
- Previous experience with Big 4 or large CPA firm preferred
- Knowledge of fund accounting and general ledger accounting
- Strong communication skills, both verbal and written
- Competitive salary range of $63,420 to $144,300, plus potential for discretionary annual incentive program participation
- Comprehensive benefits package offered
- Inclusive and diverse culture that values individual perspectives and contributions
- Purpose-driven organization focused on making an impact for clients, people, and communities
- Opportunities for professional development and mentorship at all levels
- Deloitte Tax LLP is a subsidiary of Deloitte LLP, a leading professional services firm
- 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
- Requisition code: 182192

Not specified

Eligible for discretionary annual incentive program and other benefits (specific benefits not disclosed)

Not specified

partnership taxation, tax compliance, tax advisory, client relationship management, tax research, allocation methodologies, tax planning, Subchapter K, fund accounting, general ledger accounting, fast-paced environment, team management, verbal and written communication

Not specified

Online application process (specific instructions not provided)

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

Legal