Tax Senior - Investment Management - Private Equity Tax

Min 3 yrs required

Full-time

No

## Tax Senior - Investment Management - Private Equity Tax

**Position Summary:**

Deloitte is looking for a Tax Senior with experience serving clients in partnership taxation, leading and mentoring teams, and advising on important tax and business issues. This role is part of the largest growth area in the tax industry, and is available in 30 locations across the US.

**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
* 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 Qualifications:**

* 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.

**About Deloitte:**

Deloitte 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.

At Deloitte, our people and culture are what make us stand out. 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 focus our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. We also offer opportunities for professional development, from entry-level employees to senior leaders.

Our purpose is to make an impact that matters for our clients, our people, and in our communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Broad range of benefits, discretionary annual incentive program, professional development opportunities

Tax planning services, Preparing and reviewing client work papers and income tax returns, Fund accounting and general ledger accounting, Experience working in a fast-paced team environment, Strong verbal and written communication skills, Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships

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

Learn more and apply for the role online

Qualification and Experience 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, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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