Tax Senior - Investment Management - Private Equity Tax

3-5 yrs required

Full-time

No

## Tax Senior - Investment Management - Private Equity Tax

The Tax Senior role within the Investment Management, Private Equity Tax team is a critical role in the tax industry. This role is a great opportunity for those with experience in partnership taxation, leading and mentoring teams, and advising on important tax and business issues.

The position is available in 30 locations across the US and the recruiting for this role ends on June 1, 2024.

### Responsibilities

As a Tax Senior, you will be responsible for providing 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.

Your 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

Deloitte Tax LLP provides professional services to the Investment Management industry. Our team 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 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.

### Other Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Here are some of the benefits you can expect when you join Deloitte:

- Recruiting tips to help you stand out and put your best foot forward
- A diverse, equitable, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively
- Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship
- On-the-job learning experiences to formal development programs
- A purpose-driven organization focused on advancing sustainability, equity, and trust

**Deloitte LLP and its Subsidiaries**

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

**Equal Opportunity Employer**

On-the-job learning experiences, formal development programs, leadership opportunities, mentorship, competitive salary and incentive program.

Tax planning services, preparing and reviewing client work papers and income tax returns, Subchapter K, partnership allocation methodologies, tax compliance process for investment partnerships, fund accounting and general ledger accounting.

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

Visit to submit an online application.

Qualification and Experience Bachelor’s degree in Accounting, Finance, or other business-related field, one of the following accreditations Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP).

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