Tax Senior - Investment Management - Private Equity Tax

Min 3 yrs required

Full-time

No

Tax Senior - Investment Management - Private Equity Tax (West Region Office Locations)
- Salary range: $63,420 to $144,300
- Job title: Tax Senior
- Experience: 3+ years providing tax planning services or preparing and reviewing client work papers and income tax returns

Position Summary:

- Join the largest growth area in the tax industry as a Tax Senior on our growing team!
- Utilize your prior experience to provide tax compliance and advisory services to investment management clients.
- Assist clients with effective analysis, solution development, and implementation of their tax objectives.
- Manage client relationships by delivering tax advisory services.

Responsibilities:

- Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings.
- Coordinate and communicate with client contacts to gather information for tax returns.
- Train, mentor, and supervise new and experienced-level tax staff.
- Prepare and lead client meetings on compliance and advisory projects, including tax planning opportunities and the tax implications of transactions.

The Team:

- Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry.
- Our US tax industry group has over 1,400 partners, principals, and employees providing tax services to a broad range of Investment Management companies.
- Our financial services clients include hedge funds, private equity firms, investment partnerships, family offices, and more.

Qualifications:

- Ability to work within a hybrid model, co-locating in person 2-3 days per week.
- Ability to travel up to 25% based on the work you do and the clients you serve.
- Bachelor's degree in Accounting, Finance, or a related field.
- 3+ years of experience providing tax planning services or preparing and reviewing tax returns.
- Experience with investment management or partnership taxation, partnership allocation methodologies, and the tax compliance process.
- One of the following accreditations obtained, in process, or willing to obtain: CPA, licensed attorney, Enrolled Agent, CFA, CFP.

Preferred Qualifications:

- Previous Big 4 or large CPA firm experience.
- Knowledge of fund accounting and general ledger accounting.
- Experience working in a fast-paced, team environment.
- Strong verbal and written communication skills.

Benefits:

- Wide range of factors considered in compensation decisions, including skill sets, experience, training, and other business needs.
- Discretionary annual incentive program based on individual and organizational performance.

Our People and Culture:

- Diverse, equitable, and inclusive culture empowers individuals to be themselves, contribute unique perspectives, and make a difference.
- Deloitte's purpose is to make an impact that matters for clients, people, and communities.
- Commitment to sustainability, equity, and trust through core commitments and impact.

Professional Development:

- Opportunities for skills development, leadership roles, and mentorship.
- Variety of learning experiences and formal development programs.

Deloitte is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.

Join Deloitte and be a part of the largest growth area in the tax industry as a Tax Senior on our growing team. Utilize your prior experience to provide tax compliance and advisory services to investment management clients. Assist clients with effective analysis, solution development, and implementation of their tax objectives. Manage client relationships by delivering tax advisory services.

Responsibilities:

- Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings.
- Coordinate and communicate with client contacts to gather information for tax returns.
- Train, mentor, and supervise new and experienced-level tax staff.
- Prepare and lead client meetings on compliance and advisory projects, including tax planning opportunities and the tax implications of transactions.

The Team:

- Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry.
- Our US tax industry group has over 1,400 partners, principals, and employees providing tax services to a broad range of Investment Management companies.
- Our financial services clients include hedge funds, private equity firms, investment partnerships, family offices, and more.

Qualifications:

- Ability to work within a hybrid model, co-locating in person 2-3 days per week.
- Ability to travel up to 25% based on the work you do and the clients you serve.
- Bachelor's degree in Accounting, Finance, or a related field.
- 3+ years of experience providing tax planning services or preparing and reviewing tax returns.
- Experience with investment management or partnership taxation, partnership allocation methodologies, and the tax compliance process.
- One of the following accreditations obtained, in process, or willing to obtain: CPA, licensed attorney, Enrolled Agent, CFA, CFP.

Preferred Qualifications:

- Previous Big 4 or large CPA firm experience.
- Knowledge of fund accounting and general ledger accounting.
- Experience working in a fast-paced, team environment.
- Strong verbal and written communication skills.

Benefits:

- Wide range of factors considered in compensation decisions, including skill sets, experience, training, and other business needs.
- Discretionary annual incentive program based on individual and organizational performance.

Our People and Culture:

- Diverse, equitable, and inclusive culture empowers individuals to be themselves, contribute unique perspectives, and make a difference.
- Deloitte's purpose is to make an impact that matters for clients, people, and communities.
- Commitment to sustainability, equity, and trust through core commitments and impact.

Professional Development:

- Opportunities for skills development, leadership roles, and mentorship.
- Variety of learning experiences and formal development programs.

Deloitte is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.

Requisition code: 182192

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Tax compliance, advisory services, client management, tax research, partnership work papers, allocation methodologies, tax planning, fund accounting, general ledger accounting, communication, organizational performance

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

Interested candidates can apply through the Deloitte website or through a recruiter.

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

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