Tax Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

Job Title: Tax Manager - Investment Management - Private Equity Tax
Experience: 5+ years in tax planning or preparing/reviewing work papers and tax returns, 3+ years in investment management or partnership taxation
Salary Range: $84,980 - $193,440 (dependent on factors such as skills, experience, and location)
Locations: 14 locations across the West Region
Industry: Tax Business Tax Services
Company: Deloitte Tax LLP
Department: US tax industry group
Accreditations: CPA, Attorney, Enrolled Agent, CFA, CFP
Travel: Up to 25% on average
Work Model: Hybrid (2-3 days in person)
Responsibilities:
- Provide tax compliance and advisory services to investment management clients
- Perform high-level reviews of tax research, partnership work papers, allocations, and tax filings
- 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
- Act as lead client contact
- Conduct billing and profitability analysis on engagements
- Participate in marketplace eminence building and pursuits
Team: Global leader in professional services for Investment Management industry with over 1,400 partners, principals, and employees
Qualifications:
- Bachelor's degree in Accounting, Finance, or other business-related field
- Active accreditation in CPA, Attorney, Enrolled Agent, CFA, or CFP
- Ability to travel up to 25% on average
Preferred Qualifications:
- Advanced degree such as MST, MAcc, JD, or LLM
- Previous experience in Big 4 or large CPA firm
- Knowledge of fund accounting and general ledger accounting
- Project management experience
- Ability to work in a fast-paced, team environment
- Strong communication skills (verbal and written)
Incentive Program: Eligible for discretionary annual incentive program based on individual and organizational performance
Equal Opportunity: 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.
Accommodation: Applicants with a need for accommodation can find assistance on Deloitte's website.
Requisition Code: 183214

Not specified

Not specified

Not specified

Tax compliance, Tax advisory, Client relationship management, Tax research, Tax planning, Project management, Billing and profitability analysis, Communication

Bachelor's degree in Accounting, Finance, or other business-related field, Advanced degree preferred (MST, MAcc, JD, LLM)

responsibilities will include:

performing high-level reviews of tax research, partnership work papers, allocations, and tax filings
preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization
training, mentoring, and supervising new and experienced tax consultants and tax seniors
taking on lead client-contact roles
billing and profitability analysis on engagements
involvement in marketplace eminence building and pursuits

the team

as the global leader in providing professional services to the investment management industry, deloitte tax llp works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. information for applicants with a need for accommodation:

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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, or any other legally protected basis, in accordance with applicable law

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

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