Tax Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)
- Salary range: $84,980 to $169,650
- Recruiting ends on June 1, 2024
- Hybrid work model available
- 5+ years of experience in tax planning or preparing/reviewing tax documents
- 3+ years of experience in investment management or partnership taxation
- Bachelor's degree in Accounting, Finance, or related field
- Licensing or certifications in CPA, Attorney, Enrolled Agent, CFA, or CFP preferred
- Ability to travel up to 25%
- Previous Big 4 or large CPA firm experience preferred
- Strong communication skills and ability to work in a fast-paced, team environment

Responsibilities:
- Provide tax compliance and advisory services to investment management clients
- Conduct high-level reviews of tax research, work papers, and filings
- Lead client meetings on tax planning and implications of transactions
- Train, mentor, and supervise Tax Consultants and Seniors
- Act as lead client contact
- Billing and profitability analysis
- Involvement in marketplace eminence building and pursuits

The team:
- Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry
- Over 1,400 partners, principals, and employees providing tax services to a broad range of clients
- Clients include hedge funds, private equity, investment partnerships, family offices, mutual funds, and more

Qualifications:
- Hybrid work model available for US Tax professionals
- Ability to travel up to 25%
- Bachelor's degree in Accounting, Finance, or related field
- Licensing or certifications in CPA, Attorney, Enrolled Agent, CFA, or CFP preferred
- 5+ years of experience in tax planning or preparing/reviewing tax documents
- 3+ years of experience in investment management or partnership taxation
- Previous Big 4 or large CPA firm experience preferred
- Strong communication skills and ability to work in a fast-paced, team environment

Recruiting tips:
- Stand out resume and interview preparation tips available from Deloitte recruiters

Benefits:
- Deloitte values its people and offers a broad range of benefits
- Inclusive culture that empowers diverse perspectives and ideas
- Purpose-driven organization focused on sustainability, equity, and trust
- Opportunities for professional development and growth through mentorship and formal programs

About Deloitte:
- Deloitte's purpose is to make an impact that matters for clients, people, and communities
- Commitment to sustainability, equity, and trust
- Opportunities for professional development and growth

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.

Deloitte is an equal opportunity employer and 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.

Requisition code: 164906

Not specified

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Tax compliance, Tax advisory, Partnership taxation, Team leadership, Client relationship management, Tax research, Billing and profitability analysis, Project management, Fund accounting, General ledger accounting, Communication

Licensed CPA, Attorney, or Enrolled Agent, certifications such as CFA or CFP preferred.

responsibilities will include:

performing high-level reviews of tax research, partnership work papers, allocations, and tax filings
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
training, mentoring, and supervising new and experienced tax consultants and tax seniors
taking on lead client-contact roles
billing and profitability analysis on engagements
involvement in marketplace eminence building and pursuits

the team

as the global leader in providing professional services to the investment management industry, deloitte tax llp 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. btstax

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recruiting tips

from developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at deloitte

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field

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