Tax Senior - Investment Management - Private Equity Tax

3-3 yrs required

Full-time

No

# Tax Senior – Investment Management – Private Equity Tax

Deloitte Tax LLP is looking for a Tax Senior to join their growing team and provide tax compliance and advisory services to investment management clients. The Tax Senior will utilize their prior experience to help clients with effective analysis, solution development, and implementation of clients’ tax objectives.

## Job Responsibilities

The Tax Senior will be responsible for:

* Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings
* Coordinating and communicating with client contacts as required to gather information to complete their tax returns.
* Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings.
* 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.

## Qualifications

To qualify for the Tax Senior position, applicants must have:

* 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 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, in process, or must be 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
* Certifications:
* Chartered Financial Advisor (CFA)
* Certified Financial Planner (CFP)
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred qualifications include:

* Previous Big 4 experience or large CPA firm experience
* 2+ years’ experience with investment management or partnership taxation
* Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
* Knowledge of fund accounting and general ledger accounting
* Experience working in a fast-paced, team environment
* Strong verbal and written communication skills

## Compensation

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 $63,420 to $126,620.

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.

## Recruiting Tips

From developing a stand out resume to putting your best foot forward in the interview, Deloitte wants applicants to feel prepared and confident as they explore opportunities. Check out recruiting tips from Deloitte recruiters to help you prepare for the job application process.

## Benefits

At Deloitte, they know that great people make a great organization. They value their people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

## Our People and Culture

Deloitte’s diverse, equitable, and inclusive culture empowers their people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. Their inclusive culture enables them to leverage different ideas and perspectives, and bring more creativity and innovation to help solve their client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about their inclusive culture.

## Our Purpose

Deloitte’s purpose is to make an impact that matters for their clients, their people, and in their communities. They are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how they work every day. It defines who they are. They are focusing their collective efforts to advance sustainability, equity, and trust that come to life through their core commitments. Learn more about Deloitte's purpose, commitments, and impact.

## Professional Development

From entry-level employees to senior leaders, Deloitte believes there’s always room to learn. They 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, their professionals have a variety of opportunities to continue to grow throughout their career.

Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship, On-the-job learning experiences and formal development programs

Tax Planning Services, Preparing and Reviewing Client Work Papers and Income Tax Returns, Fund Accounting, General Ledger Accounting, Training, Mentoring, and Supervising New and Experienced-level Tax Staff, Delivering Tax Advisory Services

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

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Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field, Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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