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Tax Senior Manager - Investment Management - Private Equity

Full-time 5 views

In-House

Jacksonville, FL, United States

Tax Senior Manager - Investment Management - Private Equity

Attorney

Deloitte LLP

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8-8 yrs required

Full-time

No

#Tax Senior Manager – Investment Management – Private Equity

##Position Summary
Are you an experienced senior leader with an in-depth understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships? If so, Deloitte is looking for you to join our growing team as a Senior Tax Manager! As a Senior Tax Manager, you will utilize your prior experience to provide tax compliance and consulting services to investment management clients.

##Work You’ll Do
As a Senior Tax Manager, your responsibilities will include:
* Performing high-level reviews of tax research, partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of various transactions to the funds.
* Training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers, and being heavily involved in the recruitment process.
* Being the lead client contact on engagements and the billing and profitability analysis of engagements, in addition to being heavily involved in marketplace eminence building and pursuits.

##The Team
Deloitte’s Cross-Functional Industry Group is comprised of more than 2,800 partners, managers, and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory, and consulting services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.

##Qualifications
In order to be considered for this role, you 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.
* One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, or if not CPA eligible, a Licensed Attorney or Enrolled Agent.
* Certifications: Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
* 8+ years total corporate tax experience.
* A bachelor’s degree in accounting, finance or related field.
* Strong managerial experience with budgets, people and projects.
* Demonstrated effective verbal and written communication skills.
* Self-starter and demonstrated ability to effectively handle multiple, competing priorities.
* 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 Masters of Tax, JD, and/or LLM.
* Previous Big 4 or large CPA firm experience.

##Compensation
The wage range for this role is $114,490 to $272,090. 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.

##Recruiting Tips
From developing a stand out resume to putting your best foot forward in the interview, Deloitte wants you to feel prepared and confident as you explore opportunities at the firm. Check out recruiting tips from Deloitte recruiters.

##Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

##Our People and Culture
At Deloitte, we strive to create an equitable, diverse, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. Our culture enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client’s most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

##Our Purpose
Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte’s purpose, commitments, and impact.

##Professional Development
From entry-level employees to senior leaders, Deloitte believes there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

Health Insurance, Retirement Plan, Paid Time Off, Professional Development Opportunities

Ability to perform job responsibilities within a hybrid work model, Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), 8+ years total corporate tax experience, A bachelor’s degree in accounting, finance or related field, Strong managerial experience, Demonstrated effective verbal and written communication skills, Self-starter and demonstrated ability to effectively handle multiple, competing priorities, Ability to travel up to 25%, on average, Advanced degree such as Masters of Tax, JD, and/or LLM, Previous Big 4 or large CPA firm experience

A bachelor’s degree in accounting, finance or related field

Visit Deloitte's website for more information

Qualification and Experience Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), 8+ years total corporate tax experience, A bachelor’s degree in accounting, finance or related field

Legal

Jul 25, 2024
Apr 11, 2024
Nov 23, 2023

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In-House

Attorney

USD
114490 to 272090
Annually

8-8 yrs required

Full-time

Legal

Apr 11, 2024

Jul 25, 2024

Apr 11, 2024

Profile

#Tax Senior Manager – Investment Management – Private Equity

##Position Summary
Are you an experienced senior leader with an in-depth understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships? If so, Deloitte is looking for you to join our growing team as a Senior Tax Manager! As a Senior Tax Manager, you will utilize your prior experience to provide tax compliance and consulting services to investment management clients.

##Work You’ll Do
As a Senior Tax Manager, your responsibilities will include:
* Performing high-level reviews of tax research, partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of various transactions to the funds.
* Training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers, and being heavily involved in the recruitment process.
* Being the lead client contact on engagements and the billing and profitability analysis of engagements, in addition to being heavily involved in marketplace eminence building and pursuits.

##The Team
Deloitte’s Cross-Functional Industry Group is comprised of more than 2,800 partners, managers, and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory, and consulting services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.

##Qualifications
In order to be considered for this role, you 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.
* One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, or if not CPA eligible, a Licensed Attorney or Enrolled Agent.
* Certifications: Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
* 8+ years total corporate tax experience.
* A bachelor’s degree in accounting, finance or related field.
* Strong managerial experience with budgets, people and projects.
* Demonstrated effective verbal and written communication skills.
* Self-starter and demonstrated ability to effectively handle multiple, competing priorities.
* 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 Masters of Tax, JD, and/or LLM.
* Previous Big 4 or large CPA firm experience.

##Compensation
The wage range for this role is $114,490 to $272,090. 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.

##Recruiting Tips
From developing a stand out resume to putting your best foot forward in the interview, Deloitte wants you to feel prepared and confident as you explore opportunities at the firm. Check out recruiting tips from Deloitte recruiters.

##Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

##Our People and Culture
At Deloitte, we strive to create an equitable, diverse, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. Our culture enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client’s most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

##Our Purpose
Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte’s purpose, commitments, and impact.

##Professional Development
From entry-level employees to senior leaders, Deloitte believes there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.



Qualification and Experience

Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP), 8+ years total corporate tax experience, A bachelor’s degree in accounting, finance or related field

Min Salary/Max Salary
USD 114490 to 272090 Annually

Additional info

Visit Deloitte's website for more information

Company info
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