Tax Senior Manager - Private Equity

Min 8 yrs required

Full-time

No

SEO Friendly Job Title: Tax Senior Manager - Private Equity (East Region City Locations) - Business Tax Services

H1: Join Our Growing Team as a Senior Tax Manager for Private Equity in 26 Locations

H2: Exciting Opportunity for Experienced Tax Professionals

Bold Headlines:

- Utilize Your Expertise in Tax Compliance and Consulting for Major Investment Players
- Lead Client Engagements and Build Marketplace Eminence
- Join a Global Team of Professionals in the Investment Management Industry
- Competitive Compensation and Benefits Package Offered
- Deloitte's Purpose is to Make an Impact That Matters for Clients, People, and Communities

Position Summary:

- Seeking a Senior Tax Manager with experience in partnership agreements, aggregate allocations, deferral techniques, and consulting for major players in the investment management industry.
- This is a hybrid work model, requiring US Tax professionals to co-locate in person 2-3 days per week.
- Responsibilities include high-level reviews of tax research, partnership work papers, allocations, and tax returns, as well as training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers.
- Must have a bachelor's degree in accounting, finance, or a related field, and 8+ years of total corporate tax experience.
- Must have strong managerial experience with budgets, people, and projects, as well as effective verbal and written communication skills.
- Preferred accreditations include a CPA license, licensed attorney, enrolled agent, CFA, or CFP.
- Advanced degree such as Masters of Tax, JD, and/or LLM is also preferred.
- Previous experience with a Big 4 or large CPA firm is a plus.
- Ability to travel up to 25% based on the work you do and the clients and industries/sectors you serve.
- Competitive compensation and benefits package offered, with a wage range of $114,490 to $272,090.
- Opportunity to participate in a discretionary annual incentive program.
- Accommodation for applicants with a disability is available, learn more on our website.
- Deloitte values diversity, equity, and inclusion, and empowers employees to be themselves and contribute their unique perspectives.
- Our purpose is to make an impact that matters for our clients, our people, and in our communities.
- We offer professional development opportunities for all employees, from entry-level to senior leaders.

Responsibilities Include:

- Providing tax compliance and consulting services to investment management clients.
- Assisting clients with effective analysis, solution development, and implementation of tax objectives.
- Developing client relationships and engaging specialists as necessary.
- Performing high-level reviews of tax research, partnership work papers, allocations, and tax returns.
- Leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of various transactions.
- Training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers.
- Being the lead client contact on engagements and involved in billing and profitability analysis.
- Building marketplace eminence and pursuing new opportunities.
- Utilizing expertise in Subchapter K, partnership allocation methodologies, and tax compliance process for investment partnerships.

Qualifications:

Required:

- Ability to work in a hybrid model, co-locating in person 2-3 days per week.
- 8+ years of total corporate tax experience.
- Bachelor's degree in accounting, finance, or a related field.
- Strong managerial experience with budgets, people, and projects.
- Effective verbal and written communication skills.
- Self-starter with the ability to handle multiple priorities.
- Ability to travel up to 25% based on work and clients served.
- Accreditation as a CPA, licensed attorney, enrolled agent, CFA, or CFP.

Preferred:

- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous experience with a Big 4 or large CPA firm.

Compensation and Benefits:

- Wage range of $114,490 to $272,090.
- Opportunity to participate in a discretionary annual incentive program.
- Accommodation for applicants with a disability is available.
- Deloitte values diversity, equity, and inclusion.
- Our purpose is to make an impact that matters for our clients, our people, and in our communities.
- Professional development opportunities for all employees.

About Deloitte:

- Global leader in providing professional services to the Investment Management industry.
- Works with clients to address critical issues brought on by regulatory changes, competition, globalization, technology advances, and changing customer demands.
- Cross-functional industry group with over 2,800 partners, managers, and staff.
- Provides assurance and advisory, tax, enterprise risk, regulatory, and consulting services to a broad range of Investment Management companies.
- Clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.
- Focused on advancing sustainability, equity, and trust in society.
- Committed to creating a diverse, equitable, and inclusive culture where employees can be themselves and make a difference.
- Offers a broad range of benefits to employees.
- Provides opportunities for professional development and growth.

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Tax compliance, Consulting, Subchapter K, Partnership agreements, Allocations, Tax research, Tax returns, Client meetings, Tax planning, Client relationships, Client services, Mentoring, Recruitment, Tax management, Billing, Profitability analysis, Marketplace eminence building, Assurance, Advisory, Enterprise risk, Regulatory, Big 4, CPA firm, Budget management, Project management, Verbal communication, Written communication, Self-starter, Prioritization, Travel, US Tax, Co-location, Corporate tax, Accounting, Finance, Managerial experience, Team management, Advanced degree, Masters of Tax, JD, LLM, Big 4 experience, CPA, Attorney, Enrolled Agent, CFA, CFP

Bachelor's degree in accounting, finance, or related field, Advanced degree (Masters of Tax, JD, or LLM) preferred

Online application through Deloitte's website

Qualification and Experience Bachelor's degree, CPA eligibility, Licensed CPA, Licensed Attorney, Enrolled Agent, CFA, CFP

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