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)

Overview:

- Exciting opportunity for a Tax Manager to join our growing team in the largest growth area of the tax industry
- Opportunity to develop and thrive in the most strategic part of our tax practice and serve our largest clients
- Position is available in 29 locations across the US

Position Summary:

- Utilize prior experience to provide tax compliance and advisory services to investment management clients
- Assist clients with effective analysis, solution development, and implementation of tax objectives
- Manage client relationships by delivering tax advisory services

Responsibilities:

- Perform high-level reviews of tax research, partnership work papers, allocations, and tax filings
- Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities and implications of transactions
- 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

The Team:

- Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry
- Team is 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

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
- Ability to travel up to 25% based on work and client needs
- 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
- Licensed Attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)

Preferred:

- Previous Big 4 experience or large CPA firm equivalent
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Knowledge of fund accounting and general ledger accounting
- Experience working in a fast-paced, team environment
- Strong verbal and written communication skills

Salary Information:

- Wage range for this role is $84,980 to $169,650, taking into account factors such as skill sets, experience, and training
- Range has not been adjusted for geographic location
- Compensation decisions are dependent on individual circumstances, and it is not typical for individuals to be hired at or near the top of the range for their role
- Eligible for discretionary annual incentive program based on individual and organizational performance

Recruiting Tips:

- From developing a standout resume to preparing for the interview, Deloitte offers tips and resources to help candidates feel confident and prepared
- Check out recruiting tips from Deloitte recruiters on their website

Benefits:

- At Deloitte, great people make a great organization
- Offer employees a broad range of benefits, including:
- Professional development opportunities
- Mentorship programs
- Diverse, equitable, and inclusive culture
- Opportunities for growth and advancement

Our People and Culture:

- Deloitte's diverse, equitable, and inclusive culture empowers individuals to be themselves and contribute their unique perspectives
- Enables the leveraging of different ideas and perspectives to bring creativity and innovation to solving complex challenges for clients
- Focus on sustainability, equity, and trust as core commitments

Our Purpose:

- Deloitte's purpose is to make an impact that matters for clients, people, and communities
- Focused on creating trust and confidence in a more equitable society
- Purpose is synonymous with how we work every day and defines who we are as an organization

Professional Development:

- Deloitte believes there is always room to learn, from entry-level employees to senior leaders
- Offers opportunities to build new skills, take on leadership roles, and grow through mentorship
- Provides a variety of on-the-job learning experiences and formal development programs

Accommodation for Applicants:

- Deloitte offers assistance for disabled applicants
- For more information, visit their website

Recruiting Ends On: June 1, 2025

Equal Opportunity Employer:

- Deloitte is an equal opportunity employer and values diversity and inclusion in the workplace
- 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, in accordance with applicable law
- Please see their website for a detailed description of the legal structure of Deloitte LLP and its subsidiaries

Requisition Code: 182462

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Tax compliance, Tax advisory, Partnership taxation, Client relationship management, Tax research, Billing and profitability analysis, Marketplace eminence building, Financial services, Hedge funds, Private equity, Investment partnerships, Alternative products, Family offices, Mutual funds, Broker-dealers, Banks, Insurance companies, Fund accounting, General ledger accounting, Project management, Communication

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

Online through Deloitte's career website

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field, CPA, Attorney, Enrolled Agent, CFA, CFP

Legal