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In-House
Costa Mesa, CA, United States
Manager - Investment Management - Private Equity Tax
Attorney
Company Review
5-5 yrs required
Full-time
No
# Manager - Investment Management - Private Equity Tax Deloitte Tax LLP is looking for an experienced Tax Manager to join the Investment Management team and provide tax planning services to private equity clients. This position is available in 15 locations across the United States. ## Job Responsibilities The Tax Manager will be responsible for: * 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 Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry. We work 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. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. ## Qualifications The successful candidate must have: * Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week * 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 * Bachelor’s degree in Accounting, Finance, or other business-related field * One of the following accreditations obtained: * Licensed CPA in state of practice/primary office if eligible to sit for the CPA * If not CPA eligible: * Licensed Attorney * Enrolled Agent * Certifications: * Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) * Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred qualifications include: * Advanced degree such as MST, MAcc, JD, or LLM * Previous Big 4 experience or large CPA firm equivalent * Knowledge of fund accounting and general ledger accounting * Experience managing projects including scheduling, budgeting, client correspondence, and billing * Experience working in a fast-paced, team environment * Strong verbal and written communication skills ## Compensation The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,980 to $193,440. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. ## Learn More If you are interested in joining Deloitte Tax LLP as a Tax Manager for the Investment Management team, please visit our website for more information. You will find recruiting tips from Deloitte recruiters, learn more about our people and culture, understand our purpose and commitments, and find out more about professional development opportunities. 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, or any other legally protected basis, in accordance with applicable law.
Training, Mentoring, Supervising, Client Meetings, Tax Planning Opportunities, Tax Implications of Transactions, Marketplace Eminence Building, Profitability Analysis, Projects, Scheduling, Budgeting, Client Correspondence, Billing
Tax Planning, Tax Research, Partnership Taxation, Tax Compliance, Tax Advisory Services
Bachelor's degree in Accounting, Finance, or other business-related field
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Qualification and Experience 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, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
Legal
USD 84980 to 193440 Annually
Apr 22, 2024
Aug 05, 2024
Qualification and ExperienceBachelor'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, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
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