Tax Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)

Summary:

- Seeking a Tax Manager with experience in partnership taxation, team leadership, and providing tax advisory services to investment management clients
- Full-time position available in 29 locations
- Recruiting for this role ends on June 1, 2025
- Ability to perform job responsibilities within a hybrid work model, with 2-3 days per week in-person
- Up to 25% travel required
- 5+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- 3+ years of experience with investment management or partnership taxation
-
- Preferred accreditations include CPA, licensed attorney, enrolled agent, CFA, or CFP
- Previous Big 4 experience or large CPA firm equivalent preferred
- Strong verbal and written communication skills
- Salary range: $84,980 to $169,650
- Eligible for discretionary annual incentive program
- Accommodation available for applicants with disabilities

Responsibilities:

- Conduct high-level reviews of tax research, partnership work papers, allocations, and tax filings
- Lead client meetings on compliance and advisory projects related to tax planning opportunities and tax implications
- 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
- Ability to travel up to 25%
- 5+ years of tax planning experience
- 3+ years of investment management or partnership taxation experience
- Bachelor's degree in relevant field
- Preferred accreditations include CPA, licensed attorney, enrolled agent, CFA, or CFP
- Previous Big 4 experience or large CPA firm equivalent preferred
- Strong verbal and written communication skills

Benefits:

- Competitive salary
- Eligible for discretionary annual incentive program
- Accommodation available for applicants with disabilities
- Opportunities for professional development and growth
- Diverse, equitable, and inclusive culture
- Commitment to sustainability, equity, and trust
- Opportunities for mentorship and leadership development

About the company:

- Global leader in providing professional services to the Investment Management industry
- Works with clients to address critical issues brought on by regulatory changes, competition, globalization, technology, and changing demands
- Comprised of over 1,400 partners, principals, and employees
- Provides tax services to a broad range of Investment Management companies
- Clients include investment advisers and administrators from every sector of the industry
- Offers a spectrum of tax services to clients in the financial services industry

Recruiting Tips:

- Tips for developing a standout resume and performing well in interviews
- Valuing employees and offering a broad range of benefits
- Commitment to diversity, equity, and inclusion
- Focus on making an impact that matters for clients, employees, and communities
- Opportunities for professional development and growth

Deloitte Tax LLP:

- Subsidiary of Deloitte LLP
- Detailed description of legal structure available on website
- Services may not be available to attest clients under public accounting rules and regulations
- Equal opportunity employer

Requisition code: 182462

Not specified

Not specified

Not specified

Tax compliance, Tax advisory, Partnership taxation, Team leadership, Client relationship management, Tax research, Billing, Profitability analysis, Fund accounting, General ledger accounting, Project management, Communication

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

responsibilities will include:

performing high-level reviews of tax research, partnership work papers, allocations, and tax filings
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
training, mentoring, and supervising new and experienced tax consultants and tax seniors
taking on lead client-contact roles
billing and profitability analysis on engagements
involvement in marketplace eminence building and pursuits

the team

as the global leader in providing professional services to the investment management industry, deloitte tax llp works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. information for applicants with a need for accommodation:



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recruiting tips

from developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at deloitte

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

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