Tax Senior - Investment Management - Private Equity Tax

3-3 yrs required

Full-time

No

## Tax Senior - Investment Management - Private Equity Tax

**Position Summary**

Deloitte Tax LLP is recruiting for a Tax Senior to join our growing team. In this role, you will provide tax compliance and advisory services to investment management clients, assist with effective analysis, solution development, and implementation of clients’ tax objectives, manage the client relationship by delivering tax advisory services, and train, mentor, and supervise new and experienced-level tax staff. This position is available in 30 locations across the Central Region. Recruiting for this role ends on June 1, 2024.

**What You’ll Do**

As a Tax Senior, you will:

- Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings
- Coordinate and communicate with client contacts to gather information to complete their tax returns
- Train, mentor, and supervise new and experienced-level tax staff
- Attend required Deloitte Tax LLP and sector-specific trainings
- Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities
- Advise on the tax implications of various transactions to the organization

**The Team**

Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry. 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.

**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 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:**

- 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.

## Benefits of Working at Deloitte

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.

- Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively.
- 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.
- We offer competitive benefits, including health insurance, retirement plans, and paid time off.
- Our purpose is to make an impact that matters for our clients, our people, and in our communities.
- We are focused on advancing sustainability, equity, and trust that come to life through our core commitments.
- We provide recruiting tips to help you feel prepared and confident as you explore opportunities at Deloitte.

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Healthcare, Retirement plans, Life Insurance, Paid Time Off, Work-Life Balance

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Tax Planning, Tax Research, Partnership Work Papers, Tax Allocations, Tax Filings, Client Meetings, Tax Compliance, Advisory Services

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

Visit Deloitte's website to apply

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. If not CPA eligible Licensed attorney or Enrolled Agent. Certifications Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP)

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