Tax Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

Job Title: Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)
Experience: 5+ years in tax planning services and/or preparing and reviewing client work papers and income tax returns, 3+ years in investment management or partnership taxation
Salary Range: $84,980 - $169,650 (may vary based on factors such as skills, experience, and location)
Locations: 29 locations across the United States

Position Summary:

- Seeking a Tax Manager to join our growing team and lead in providing tax compliance and advisory services to investment management clients.
- Opportunity for career development and growth as a leader in the most strategic part of our tax practice.
- Recruiting for this role ends on June 1, 2024.

Key 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 implications of 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.

The Team:

- Deloitte Tax LLP is the 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 broad range of Investment Management companies.
- Clients include investment advisers and administrators from every sector of the industry.

Qualifications:

Required:

- Ability to work within a hybrid work model (in-person 2-3 days per week) for US Tax professionals.
- 5+ years of experience in tax planning services and/or preparing and reviewing client work papers and income tax returns.
- 3+ years of experience in investment management or partnership taxation.
- 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 OR licensed Attorney OR Enrolled Agent OR Chartered Financial Advisor (CFA) OR Certified Financial Planner (CFP).
- Ability to travel up to 25% based on work and client needs.

Preferred:

- Previous experience in Big 4 or large CPA firm.
- Experience managing projects including scheduling, budgeting, client correspondence, and billing.
- Knowledge of fund accounting and general ledger accounting.
- Experience working in a fast-paced, team environment.
- Strong verbal and written communication skills.

Recruiting Tips:

- Deloitte offers tips for developing a stand-out resume and preparing for interviews.
- Visit the Deloitte website for more information.

Benefits:

- Deloitte values its employees and offers a broad range of benefits.
- Learn more about the benefits of working at Deloitte on our website.

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers employees to be themselves and contribute their unique perspectives.
- We leverage different ideas and perspectives to bring creativity and innovation to solving our clients' most complex challenges.
- Deloitte is one of the most rewarding places to work.
- Learn more about our inclusive culture on our website.

Our Purpose:

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

Professional Development:

- Deloitte offers opportunities for employees at all levels to learn and grow.
- From on-the-job learning experiences to formal development programs, there are various opportunities for professional development throughout your career.

Requisition Code: 164906
Company: Deloitte Tax LLP (subsidiary of Deloitte LLP)
Equal Opportunity Employer: 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, in accordance with applicable law.

Not specified

Not specified

Not specified

Tax Compliance, Tax Advisory, Partnership Taxation, Client Relationship Management, Analysis, Solution Development, Implementation, Tax Planning, Training, Mentoring, Supervision, Client Meetings, Billing, Profitability Analysis, Marketplace Eminence Building, Project Management, Fund Accounting, General Ledger Accounting, Verbal and Written Communication

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

Online application through Deloitte's website

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

Legal