Tax Senior – Financial Services Industries – Mutual Fund Tax

Min 3 yrs required

Full-time

No

# Tax Senior – Financial Services Industries – Mutual Fund Tax

Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance? If this is music to your ears, and you love a challenge and a very fast-paced environment, Deloitte Tax LLP has the career for you! As a Tax Senior, you will work within an engagement team and draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients.

## Job Responsibilities

As a Tax Senior, you will:

- Identify complex tax issues and provide tax analyses for a variety of entities and their affiliates
- Perform detail-level reviews of tax research, regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests
- Perform tax planning, supervise tax consultants, and attend required Deloitte Tax LLP and sector-specific training

## Qualifications

To be considered for this role, candidates 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
- 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- Bachelor’s degree in accounting, finance, or other business-related field
- Experience working in a fast-paced, team environment
- Strong verbal and written communication skills
- One of the following accreditations obtained, in process, or willing and able to obtain:
- 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)
- Demonstrated basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
- 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

## Salary

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 $63,420 to $144,300.

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. Check out recruiting tips from Deloitte recruiters.

## Benefits

At Deloitte, they know that great people make a great organization. They value their people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

## Our People and Culture

Deloitte’s diverse, equitable, and inclusive culture empowers their people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables them to leverage different ideas and perspectives, and bring more creativity and innovation to help solve their client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about their inclusive culture.

## Our Purpose

Deloitte’s purpose is to make an impact that matters for their clients, their people, and in their communities. They are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how they work every day. It defines who they are. They are focusing their collective efforts to advance sustainability, equity, and trust that come to life through their 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. They 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, their professionals have a variety of opportunities to continue to grow throughout their career.

Health, Dental, Vision, Paid Time Off, Retirement, Tuition Assistance

Ability to perform job responsibilities within a hybrid work model, 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns, Bachelor’s degree in accounting, finance, or other business-related field, experience working in a fast-paced, team environment, strong verbal and written communication skills, one of the following accreditations obtained, in process, or willing and able to obtain, demonstrated basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies, ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Bachelor’s degree in accounting, finance, or other business-related field

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Qualification and Experience Licensed CPA in state of practice/primary office, licensed attorney, enrolled agent, chartered financial advisor (CFA), certified financial planner (CFP)

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