Tax Manager - Financial Svcs - Mutual Fund Tax

Min 5 yrs required

Full-time

No

H1: Tax Manager - Financial Services - Mutual Fund Tax (East Region City Locations)
H2: Join Deloitte's Tax Team and Make an Impact That Matters

Position Summary:

- Seeking a Tax Manager with experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients
- Responsible for managing accounts, conducting tax research, and working on regulated investment company (RIC) tax work papers, financial statement provisions, and returns
- Will also mentor and supervise new and experienced-level Tax Consultants and Tax Seniors, and take on lead client contact roles
- Opportunity to be involved in sales and marketing activities, attend training, and facilitate engagement-specific and national trainings

The Team:

- Deloitte Tax LLP is a global leader in providing professional services to the Investment Management industry
- Comprised of over 1,400 partners and employees, providing a spectrum of tax services to a broad range of Investment Management companies
- Clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, family offices, and more

Qualifications:

- 5+ years of 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
- Demonstrated understanding of Subchapter M, financial products, and book to tax adjustments for regulated investment companies
- Active accreditation such as CPA, licensed attorney, enrolled agent, or certifications such as CFA or CFP preferred
- Ability to travel up to 25%

Salary Range:

- $84,980 to $193,440 (not adjusted for geographic location)
- Eligible for discretionary annual incentive program based on individual and organizational performance

Benefits:

- Deloitte values its people and offers a broad range of benefits
- Inclusive culture that empowers individuals to contribute their unique perspectives and make a difference in their work and communities
- Focus on sustainability, equity, and trust in all aspects of business
- Opportunities for professional development and growth through on-the-job learning experiences and formal development programs

Deloitte is an equal opportunity employer and provides accommodations for applicants with disabilities.

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Leadership, Financial Products, Regulated Investment Companies, Subchapter M, Section 4982 Excise Calculations, Tax Compliance, Tax Research, Tax Work Papers, Financial Statement Provisions, Tax Disclosures, Federal Returns, State Returns, Excise Calculations, RIC Compliance Tests, Motivation, Mentoring, Supervision, Training, Client Contact, Sales, Marketing, Training Facilitation, Hybrid Work Model, Tax Planning, Work Papers, Income Tax Returns, Accounting, Finance, Subchapter K, Investment Partnership Taxation, Travel, Active Accreditations, Licensed CPA, Licensed Attorney, Enrolled Agent, Certifications, Chartered Financial Advisor, Certified Financial Planner, Advanced Degree, Masters of Tax, JD, LLM, Big 4 Experience, Large CPA Firm Experience, Fund Accounting, General Ledger Accounting, Verbal Communication, Written Communication.

Bachelor's degree in accounting, finance, or other business-related field. Advanced degree preferred.

Interested candidates can apply through the Deloitte website or through a job portal.

Qualification and Experience Bachelor's degree in accounting, finance, or other business-related field. 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns. Active accreditations such as CPA, Attorney, Enrolled Agent, CFA, or CFP. Advanced degree preferred. Strong verbal and written communication skills.

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