State Income and Franchise - Investment Management Tax Senior

3-10 yrs required

Full-time

No

# Investment Management Tax Senior - Multistate Tax

## Job Summary
Deloitte is looking for an innovative, analytical Tax Senior who is ready to seek and take-on new challenges and join one of the largest Multistate Tax practices in the world. The Tax Senior will provide state tax consulting and compliance services to a diverse client base in the investment management industry.

## Job Responsibilities
* Perform detailed technical reviews of partnership and corporate state and local tax returns / work papers with attention to multistate tax issues
* Coordinate with clients’ internal tax teams
* Perform a detailed review of estimated payment, withholding and composite tax calculations as well as investor packages
* Research and analyze state tax legislation and assist with impact on compliance and investor reporting process
* Assist with tax consulting projects including tax planning, restructuring, and due diligence
* Assist with engagement workflow management and supervise tax consultants and interns on assigned engagements
* Mentorship and development of talent in a diverse and inclusive workplace

## 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
* 3+ years’ experience in state income and franchise tax, or federal tax
* 2+ years’ experience providing tax planning services or preparing and reviewing client work papers, income tax returns, and investment management or partnership taxation
* Bachelor's degree in accounting, finance, or related field
* 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
* Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve

### Preferred
* Supervisory experience
* Public Accounting experience
* Experience in preparation and review of state and local or federal pass-through, corporate tax returns, Subchapter K, or partnership allocation methodologies
* Excellent research and writing skills
* Excellent presentation and communications skills

## 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 $68,180 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.

## About Deloitte
Deloitte is one of the largest Multistate Tax practices in the world with more than 1,500 professionals worldwide including former state tax auditors and administrators, industry personnel, and technology personnel with years of multistate tax experience. Collectively, our team has significant experience with nuances of jurisdictions in all 50 states. Our team’s overall practice specific services include investment management services, state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.

Deloitte is committed to creating a diverse and inclusive culture and fostering a sense of belonging. We are focused on advancing sustainability, equity and trust that come to life through our core commitments.

## Recruiting Tips
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## Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

## Professional Development
From entry-level employees to senior leaders, we believe there’s always room to learn. We 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, our professionals have a variety of opportunities to continue to grow throughout their career.

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.

Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. See notices of various ban-the-box laws where available.

## Apply Now
Deloitte is now recruiting for Investment Management Tax Senior - Multistate Tax. This position is available in 36 locations. Recruiting for this role ends May 31st, 2024. To apply, please submit your application online with

Healthcare, Retirement, Professional Development, Equity and Inclusion

Tax Consulting Solutions, Research and Analysis, Tax Planning, Tax Compliance Services, Tax Returns, Partnership Allocation Methodologies, Supervisory Experience, Public Accounting Experience

Bachelor's degree

Online

Qualification and Experience Bachelor's degree in accounting, finance, or related field, Licensed CPA, Licensed Attorney, Enrolled Agent

Legal