Tax Manager-Investment Mgmt - Private Equity

5-5 yrs required

Full-time

No

Position title: Tax Manager - Investment Management - Private Equity (East Region City Locations)
Experience required: 5+ years of tax planning services or preparing and reviewing client work papers and income tax returns, 3+ years of experience in investment management or partnership taxation
Salary range: $84,980 - $193,440 (not adjusted for geographic location)
Location: 22 city locations across the US
Company: Deloitte Tax LLP
Department: Tax
Job type: Full-time
Industry: Professional services/Investment Management
Accreditations required: Licensed CPA, licensed Attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
Travel required: Up to 25% on average
Work model: Hybrid, requiring in-person co-location 2-3 days per week

H1: Exciting Opportunity for Tax Manager - Investment Management - Private Equity at Deloitte Tax LLP
H2: Join Our Growing Team and Make an Impact in the Fast-Paced Investment Management Industry

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 transactions
- Train, mentor, and supervise Tax Consultants and Tax Seniors
- Take on lead client-contact roles
- Analyze billing and profitability on engagements
- Participate in marketplace eminence building and pursuits

Qualifications:
- Bachelor’s degree in Accounting, Finance, or other business-related field
- 5+ years of experience in tax planning or preparing and reviewing client work papers and income tax returns
- 3+ years of experience in investment management or partnership taxation
- Experience managing projects and client relationships
- Strong communication skills
- Ability to travel up to 25% on average
- Active accreditations such as CPA, Attorney, Enrolled Agent, CFA, or CFP

Preferred:
- Previous Big 4 experience or equivalent
- Knowledge of fund accounting and general ledger accounting

At Deloitte, we value our people and offer a broad range of benefits. Our diverse, equitable, and inclusive culture empowers our employees to be their authentic selves and contribute their unique perspectives. We are committed to sustainability, equity, and trust in our work and in our communities. Our professionals have opportunities to continue learning and growing through various development programs and mentorship. Join us and make an impact that matters.

Not specified

Varies depending on individual and organizational performance

Not specified

Tax compliance, tax advisory, investment management, partnership taxation, leadership, mentoring, team management, solution development, tax planning, client relationship management, high-level reviews, tax research, work papers, tax filings, client meetings, training, supervision, billing, profitability analysis, marketplace eminence building, project management, scheduling, budgeting, client correspondence, communication, travel, financial services, fund accounting, general ledger accounting, CPA, attorney, enrolled agent, Chartered Financial Advisor, Certified Financial Planner

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

Interested candidates can apply online through the Deloitte website.

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field, 5+ years of experience in tax planning or preparing/reviewing work papers and income tax returns, 3+ years of experience in investment management or partnership taxation, project management experience, strong communication skills, active accreditation (CPA, attorney, enrolled agent, Chartered Financial Advisor, Certified Financial Planner)

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