Tax Senior - Investment Management - Private Equity Tax

Min 2 yrs required

Full-time

No

As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients’ tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Responsibilities Will Include: 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. 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. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.

Qualification and Experience Qualifications Required: Bachelor’s degree in Accounting, Finance, or other business-related field 2+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns 2+ years’ experience with investment management or partnership taxation Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve 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 Other- Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval. Preferred: Previous Big 4 experience 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

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