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Tax Manager - Financial Services Industries - Mutual Fund Tax

Full-time 4 views

In-House

Birmingham, AL, United States

Tax Manager - Financial Services Industries - Mutual Fund Tax

Attorney

Deloitte LLP

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Min 5 yrs required

Full-time

No

# Tax Manager - Financial Services Industries - Mutual Fund Tax

## Position Summary

Mutual funds—Are you a leader, 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, we have the career for you!

## What You'll Do

As a Tax Manager, you will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will:

* Conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary
* Perform a high-level of tax research and work on 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
* Motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors
* Begin taking on lead client contact roles on engagements
* Be involved in sales and marketing activities
* Attend required training
* Facilitate at least one engagement-specific training and one national training per year

## The Team

As global leaders 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. 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 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
* 5+ 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:
* 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 advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
* Demonstrated basic understanding of Subchapter K and investment partnership taxation
* Strong verbal and written communication skills
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

### Preferred

* Advanced degree such as Masters of Tax, JD, and/or LLM
* Previous Big 4 or large CPA firm experience
* Knowledge of fund accounting and general ledger accounting

### Salary

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 $84,980 to $193,440. 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.

## 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. Check out recruiting tips from Deloitte recruiters.

## Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

## Our People and Culture

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. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

## Our Purpose

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

Not Specified

Opportunities to build new skills, take on leadership opportunities, mentorship, inclusive culture

Not Specified

Tax Planning, Tax Compliance, Financial Products, Subchapter M, Section 4982 Excise Calculations, Tax Research, Regulated Investment Companies, Financial Statement Provisions, Tax Disclosures, Federal and Relevant State Returns, Excise Calculations, RIC Compliance Tests, Mentoring, Supervising, Training, Lead Client Contact Roles, Sales and Marketing, Tax Consulting Services

Bachelor’s degree in accounting, finance, or other business-related field

Please see for further details

Qualification and Experience Licensed CPA/Licensed Attorney/Enrolled Agent/Chartered Financial Advisor (CFA)/Certified Financial Planner (CFP)

Legal

Jul 25, 2024
Apr 11, 2024
Nov 23, 2023
YES

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In-House

Attorney

USD
84980 to 193440
Annually

Min 5 yrs required

Full-time

Legal

Apr 11, 2024

Jul 25, 2024

Apr 11, 2024

Profile

# Tax Manager - Financial Services Industries - Mutual Fund Tax

## Position Summary

Mutual funds—Are you a leader, 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, we have the career for you!

## What You'll Do

As a Tax Manager, you will draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will:

* Conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary
* Perform a high-level of tax research and work on 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
* Motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors
* Begin taking on lead client contact roles on engagements
* Be involved in sales and marketing activities
* Attend required training
* Facilitate at least one engagement-specific training and one national training per year

## The Team

As global leaders 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. 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 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
* 5+ 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:
* 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 advanced understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
* Demonstrated basic understanding of Subchapter K and investment partnership taxation
* Strong verbal and written communication skills
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

### Preferred

* Advanced degree such as Masters of Tax, JD, and/or LLM
* Previous Big 4 or large CPA firm experience
* Knowledge of fund accounting and general ledger accounting

### Salary

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 $84,980 to $193,440. 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.

## 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. Check out recruiting tips from Deloitte recruiters.

## Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

## Our People and Culture

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. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

## Our Purpose

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



Qualification and Experience

Licensed CPA/Licensed Attorney/Enrolled Agent/Chartered Financial Advisor (CFA)/Certified Financial Planner (CFP)

Min Salary/Max Salary
USD 84980 to 193440 Annually

Additional info

Please see for further details

Company info
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