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Years of Experience
Date Last Verified
ProfileInvestment Management – Private Equity – Manager The candidate will utilize your prior experience to provide tax compliance and consulting services to investment management clients. Will assist clients with effective analysis, solution development, and implementation of clients’ tax objectives. Manage the client relationship by delivering tax consulting services to the client, engaging specialists as necessary. Responsibilities will include: Performing high-level reviews of tax research, partnership work papers, allocations, and tax returns; and preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities, and the tax implications of various transactions to the funds. Training, mentoring, and supervising new and experienced tax consultants and tax seniors, and participating in the hiring process for group. Taking the lead client contact role on some engagements and working on the billing and profitability analysis of those engagements, while beginning to be involved in new marketplace pursuits. Bachelor’s degree in accounting, finance, or other business-related field is essential. Advanced degree such as MST, MAcc, or LL.M. is needed. Should have 4+ years of public accounting experience (at least 3 years in investment management) or equivalent in a law firm or related industry. CPA, Enrolled Agent, or other appropriate certification (or in the process of pursuing) is needed. Previous Big 4 experience is essential. Advanced understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships are needed. General understanding of the taxation of portfolio investments, the international and multi-state tax issues facing private equity funds, key economic terms, and the taxation of fund investors are needed. Experience managing projects including scheduling, budgeting, client correspondence, and billing is needed. Knowledge of fund accounting and general ledger accounting is needed.
Requisition code: E18LOSTMGRJM012-IM
Deloitte Development, LLC
695 Town Center Drive
Costa Mesa, CA 92626-1979