Tax Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

## Tax Manager - Investment Management - Private Equity Tax

**Position Summary**

Deloitte Tax LLP is looking for a Tax Manager to join their growing team and provide tax compliance and advisory services to investment management clients. As a Tax Manager, you will utilize your prior experience to assist clients with effective analysis, solution development, and implementation of clients’ tax objectives. You will also manage the client relationship by delivering tax advisory services to the client.

**What You’ll Do**

As a Tax Manager, you will provide tax planning services and prepare and review client work papers and income tax returns. You will also 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. The 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. Our financial services 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**

**Required:**

* 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
* Bachelor’s degree in Accounting, Finance, or other business-related field
* 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
* Experience managing projects including scheduling, budgeting, client correspondence, and billing
* Experience working in a fast-paced, team environment
* Strong verbal and written communication skills
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
* 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)

**Preferred:**

* Previous Big 4 experience or large CPA firm equivalent
* Knowledge of fund accounting and general ledger accounting

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.

Deloitte Tax LLP is looking for an experienced Tax Manager to join their Investment Management - Private Equity Tax team. As a Tax Manager, you will provide tax compliance and advisory services to investment management clients, assist clients with effective analysis, solution development, and implementation of clients’ tax objectives, manage the client relationship by delivering tax advisory services, and train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors.

To be eligible for this role, you must have a , and experience managing projects including scheduling, budgeting, client correspondence, and billing. Additionally, you must have the 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 previous Big 4 experience or large CPA firm equivalent, and knowledge of fund accounting and general ledger accounting.

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

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Training, Mentoring, 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

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Tax Planning Services, Preparing and Reviewing Client Work Papers and Income Tax Returns, Investment Management or Partnership Taxation, Project Management, Scheduling, Budgeting, Client Correspondence, Billing

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

Visit Deloitte's website for more information about the application process

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

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