Tax Senior - Investment Management - Private Equity Tax

Min 3 yrs required

Full-time

No

SEO-Friendly Job Title: Tax Senior - Investment Management - Private Equity Tax (West Region Office Locations)

H1 Heading: Join Our Team as a Tax Senior in Investment Management and Private Equity Tax

H2 Headings:
- Exciting Opportunity for a Tax Senior in the Largest Growth Area of the Tax Industry
- Utilize Your Experience to Provide Tax Compliance and Advisory Services
- Lead and Mentor Teams, Advise on Important Tax and Business Issues
- Join the Global Leader in Professional Services for the Investment Management Industry
- Qualifications and Requirements for the Tax Senior Position

Bullet Points:
- Salary range: $63,420 - $144,300 (depending on experience and qualifications)
- Full-time position with potential for discretionary annual incentive program participation
- Hybrid work model with 2-3 days in-person co-location required for US Tax professionals
- Ability to travel up to 25% of the time
- 3+ years of experience in tax planning or preparing and reviewing tax work papers and returns
- Bachelor's degree in Accounting, Finance, or related field
- Must have or be willing to obtain one of the following accreditations: CPA, licensed attorney, enrolled agent, CFA, or CFP
- Preferred experience with fund accounting and general ledger accounting, as well as working in a fast-paced team environment
- Strong verbal and written communication skills required

Company: Deloitte Tax LLP

Department: Investment Management

Responsibilities:
- Review tax research, work papers, and filings
- Communicate with clients to gather information for tax returns
- Train, mentor, and supervise tax staff
- Lead client meetings on compliance and advisory projects
- Manage client relationships and provide tax advisory services

Experience:
- 3+ years in tax planning or preparing and reviewing tax work papers and returns
- Experience in investment management or partnership taxation
- Familiarity with Subchapter K, partnership allocation methodologies, and tax compliance process for investment partnerships
- Previous experience in Big 4 or large CPA firm preferred

Benefits:
- Competitive salary and annual incentive program
- Opportunities for professional development and growth through mentorship and formal development programs
- Diverse, equitable, and inclusive culture that values individual perspectives and creativity
- Purpose-driven organization focused on making an impact in clients, communities, and society as a whole

Deloitte's Purpose: To make an impact that matters for clients, people, and communities.

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Equal Opportunity Employer: Deloitte Tax LLP is an equal opportunity employer and values diversity and inclusion in the workplace. 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 laws and regulations.

Requisition Code: 182192

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Tax Compliance, Tax Advisory, Partnership Taxation, Team Management, Client Relationship Management, Tax Research, Subchapter K, Partnership Allocation Methodologies, Fund Accounting, General Ledger Accounting, Fast-paced environment, Communication, Leadership, Financial Services, Investment Advising, Regulatory Compliance, Technology, Client Service, Accounting, Finance, Business Administration

Not specified

Apply online through the company website

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field, Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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