Tax Manager - Financial Services Industries - Mutual Fund Tax

Min 5 yrs required

Full-time

No

# Tax Manager - Financial Services Industries - Mutual Fund Tax

## Position Summary

Do you have experience in accounting and taxation and a passion for financial products, regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance? If so, Deloitte Tax LLP has the career for you! As a Tax Manager, you will provide tax compliance and consulting services to Investment Management clients.

## What You’ll Do

As a Tax Manager, you will:

- Deliver tax consulting services to the client and bring in specialists when necessary
- Perform a high-level of tax research and work on 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
- Motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors
- Begin taking on lead client contact roles on engagements
- Be involved in sales and marketing activities
- Attend required training
- Facilitate at least one engagement-specific training and one national training per year

## The Team

Deloitte Tax LLP provides professional services to the Investment Management industry, helping clients 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. Our 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
- 5+ 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
- 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)
- Demonstrated advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
- Demonstrated basic understanding of Subchapter K and investment partnership taxation
- 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

**Preferred:**

- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 or large CPA firm experience
- 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. 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.

## Tax Manager - Financial Services Industries - Mutual Fund Tax

Deloitte Tax LLP is looking for an experienced Tax Manager to join their team providing professional services to the Investment Management industry. The successful candidate will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients.

The Tax Manager will be responsible for:

- Delivering tax consulting services to the client and bringing in specialists when necessary
- Performing a high-level of tax research and work on 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
- Motivating, mentoring, supervising, and training new and experienced-level Tax Consultants and Tax Seniors
- Taking on lead client contact roles on engagements
- Being involved in sales and marketing activities
- Attending required training
- Facilitating at least one engagement-specific training and one national training per year

## Qualifications

The ideal candidate will have:

- A 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
- 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)

Health Insurance, Retirement Plans, Professional Development

Tax Planning services, Preparing and reviewing client work papers and income tax returns, Subchapter M, financial products, book to tax adjustments common to regulated investment companies, Subchapter K and investment partnership taxation

Bachelor's degree in accounting, finance, or other business-related field; Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

Online

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field; Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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