Tax Manager-Investment Mgmt - Private Equity

5-5 yrs required

Full-time

No

Job Title: Tax Manager-Investment Management - Private Equity
Experience:
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
Experience managing projects including scheduling, budgeting, client correspondence, and billing

Location: East Region City Locations
Salary Range: $84,980 - $193,440
Position Type: Full-time

H1: Join Deloitte as a Tax Manager for Investment Management in Private Equity
H2: Be Part of the Largest Growth Area in the Tax Industry

Company Overview:
Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry. With over 1,400 partners, principals, and employees, we work with a broad range of clients in the financial services sector, including hedge funds, private equity, investment partnerships, and more.

Position Summary:
We are seeking a Tax Manager to join our growing team. This individual will utilize their experience in partnership taxation to provide tax compliance and advisory services to investment management clients. The Tax Manager will also serve as a leader, mentoring and managing teams, and advising on important tax and business issues.

Responsibilities:
Perform high-level reviews of tax research, partnership work papers, allocations, and tax filings
Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities and transactions
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
Participate in marketplace eminence building and pursuits

Qualifications:
Ability to perform job responsibilities within a hybrid work model
Bachelor's degree in Accounting, Finance, or related field
5+ years' experience providing tax planning services
3+ years' experience with investment management or partnership taxation
Experience managing projects and working in a fast-paced, team environment
Strong communication skills
Active CPA, licensed attorney, enrolled agent, or certified financial advisor/planner

Preferred:
Previous experience with a Big 4 firm or large CPA firm
Knowledge of fund accounting and general ledger accounting

Benefits:
At Deloitte, we value our people and offer a broad range of benefits, including a discretionary annual incentive program and opportunities for professional development and growth.

Our People and Culture:
We are committed to creating a diverse, equitable, and inclusive culture where our people can contribute their unique perspectives and make a difference. Our purpose is to make an impact that matters for our clients, our people, and our communities.

Professional Development:
We believe in continuous learning and offer various opportunities for our professionals to build new skills, take on leadership roles, and connect and grow through mentorship.

Deloitte Tax LLP:
As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

Equal Opportunity Employer:
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.

Requisition Code: 181361

Eligible for discretionary annual incentive program, broad range of employee benefits.

Client service, partnership taxation, leadership, mentoring, tax compliance, tax advisory, analysis, solution development, implementation, tax objectives, client relationship management, tax research, client meetings, tax planning, transaction tax implications, training, supervising, marketplace eminence, billing, profitability analysis, project management, scheduling, budgeting, client correspondence, travel, verbal and written communication, CPA, attorney, Enrolled Agent, CFA, CFP, fund accounting, general ledger accounting.

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

Interested candidates should apply through the Deloitte website.

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field, 5+ years of experience in tax planning or preparing and reviewing client work papers and income tax returns, 3+ years of experience in investment management or partnership taxation, project management experience, strong communication skills, active accreditation in CPA, attorney, Enrolled Agent, CFA, or CFP.

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