Tax Senior – Financial Services Industries – Mutual Fund Tax

Min 3 yrs required

Full-time

No

## Tax Senior - Financial Services Industries – Mutual Fund Tax

**Position Summary:**

Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance? If this is music to your ears, and you love a challenge and a very fast-paced environment, then Deloitte Tax LLP has the perfect career for you! As a Tax Senior, you will provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide tax analyses for a variety of entities and their affiliates; and perform detail-level reviews of tax research, regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests. Additionally, you will perform tax planning, supervise tax consultants, and attend required Deloitte Tax LLP and sector-specific training.

**The Team:**

Deloitte Tax LLP's 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 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:**

- 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
- Experience working in a fast-paced, team environment
- Strong verbal and written communication skills
- One of the following accreditations obtained, in process, or 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)
- Demonstrated basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

**Preferred Qualifications:**

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

**Compensation and Benefits:**

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 $144,300. 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.

Deloitte offers a variety of benefits to its employees, including access to professional development and mentorship opportunities, a diverse and equitable work culture, and the chance to make an impact in their communities.

**Recruiting Tips:**

From developing a stand out resume to putting your best foot forward in the interview, Deloitte wants you to feel prepared and confident as you explore opportunities with them. Check out recruiting tips from Deloitte recruiters for more information.

**Our People and Culture:**

Deloitte’s diverse, equitable, and inclusive culture empowers its people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables the company to leverage different ideas and perspectives, and bring more creativity and innovation to help solve their clients’ most complex challenges.

**Our Purpose:**

Deloitte’s purpose is to make an impact that matters for their clients, their people, and in their communities. They are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how they work every day. It defines who they are. They are focusing their collective efforts to advance sustainability, equity, and trust that come to life through their core commitments.

**Professional Development:**

From entry-level employees to senior leaders, Deloitte believes there’s always room to learn. They 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, their professionals have a variety of opportunities to continue to grow throughout their career.

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

Various benefits including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs; Eligible to participate in a discretionary annual incentive program, subject to the rules governing the program; Developing a stand out resume; Putting your best foot forward in the interview; Diverse, equitable, and inclusive culture; Leverage different ideas and perspectives; Bring more creativity and innovation; Opportunities to build new skills; Take on leadership opportunities; Connect and grow through mentorship; On-the-job learning experiences; Formal development programs.

Ability to perform job responsibilities within a hybrid work model; 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; Experience working in a fast-paced, team environment; Strong verbal and written communication skills; Licensed CPA in state of practice/primary office if eligible to sit for the CPA; Licensed attorney; Enrolled Agent; Chartered Financial Advisor (CFA); Certified Financial Planner (CFP); Demonstrated basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies; Ability to travel up to 25%, on average; Advanced degree such as Masters of Tax, JD, and/or LLM; Previous Big 4 or large CPA firm experience.

Bachelor’s degree in accounting, finance, or other business-related field; Advanced degree such as Masters of Tax, JD, and/or LLM.

Please visit 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; Licensed attorney; Enrolled Agent; Chartered Financial Advisor (CFA); Certified Financial Planner (CFP); Advanced degree such as Masters of Tax, JD, and/or LLM.

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