Tax Manager - Financial Svcs - Mutual Fund Tax

Min 5 yrs required

Full-time

No

Tax Manager - Financial Services - Mutual Fund Tax (East Region City Locations)Salary Information:

- Wage range: $84,980 to $193,440
- Possible participation in annual incentive program

Job Title:

- Tax Manager - Financial Services - Mutual Fund Tax

Experience Information:

- 5+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
- Demonstrated basic understanding of Subchapter K and investment partnership taxation

Position Summary:

- Seeking a leader with experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients
- Responsible for conducting day-to-day management of accounts, delivering tax consulting services, and performing tax research and work on regulated investment company (RIC) tax work papers, financial statement provisions, and related tax disclosures
- Will also be involved in motivating, mentoring, supervising, and training new and experienced-level Tax Consultants and Tax Seniors
- Opportunity to take on lead client contact roles on engagements, be involved in sales and marketing activities, and attend required and specific training
- Must be able to perform job responsibilities within a hybrid work model and travel up to 25% based on the work and clients served

The Team:

- Deloitte Tax LLP is a global leader in providing professional services to the Investment Management industry
- Comprised of over 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies
- Clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers

Qualifications:

- Bachelor's degree in accounting, finance, or other business-related field required
- One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
- Advanced degree such as Masters of Tax, JD, and/or LLM preferred
- Previous Big 4 or large CPA firm experience and knowledge of fund accounting and general ledger accounting a plus
- Strong verbal and written communication skills required

H1 and H2 Friendly Headings:

H1: Tax Manager - Financial Services - Mutual Fund Tax (East Region City Locations)
H2: Seeking experienced leader for tax compliance and consulting services in the Investment Management industry

H1: Role Requirements
H2: Qualifications and experience needed for the Tax Manager position

H1: The Team at Deloitte Tax LLP
H2: Learn about the global leader in providing professional services to the Investment Management industry

H1: Benefits and Culture
H2: Explore the benefits and inclusive culture at Deloitte

H1: Our Purpose
H2: Discover Deloitte's purpose and focus on sustainability, equity, and trust

H1: Professional Development
H2: Opportunities for growth and development at Deloitte

H1: About Deloitte Tax LLP
H2: Learn about Deloitte Tax LLP and its subsidiaries

H1: Equal Employment Opportunity
H2: Deloitte's commitment to equal employment opportunity for all qualified applicants.

additionally, you will motivate, mentor, supervise, and train new and experienced-level tax consultants and tax seniors; begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one engagement-specific training and one national training per year. information for applicants with a need for accommodation:


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