Tax Senior - Investment Management - Private Equity Tax

Min 3 yrs required

Full-time

No

## Tax Senior - Investment Management - Private Equity Tax

Deloitte is looking for a Tax Senior to join its Investment Management team and provide tax compliance and advisory services to investment management clients. This position is available at 30 locations across the central region of the US and recruiting for this role ends on June 1, 2024.

### Responsibilities

The Tax Senior will be responsible for:

- Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings
- Coordinating and communicating with client contacts to gather information for tax returns
- Training, mentoring, and supervising new and experienced-level tax staff
- Attending required Deloitte Tax LLP and sector-specific trainings
- Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities
- Assessing the tax implications of various transactions for the organization

### Qualifications

The ideal candidate for this role will have:

- 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 include:

- 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 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.

### Benefits

Deloitte values its people and offers a broad range of benefits. These include on-the-job learning experiences, formal development programs, mentorship opportunities, and an inclusive culture that empowers employees to bring their unique perspectives and make a difference.

### Recruiting Tips

Deloitte provides recruiting tips to help applicants feel prepared and confident as they explore opportunities. These tips range from developing a stand-out resume to putting one’s best foot forward in the interview.

### Our People and Culture

Deloitte’s diverse, equitable, and inclusive culture empowers 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.

### 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 core commitments.

### Professional Development

From entry-level employees to senior leaders, Deloitte believes there’s always room to learn. The company offers on-the-job learning experiences, formal development programs, and mentorship opportunities to help professionals continue to grow throughout their career.

Deloitte is an equal opportunity employer. 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: 164898

Travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve; Eligible to participate in a discretionary annual incentive program; Broad range of benefits

Tax planning services, preparing and reviewing client work papers and income tax returns, Subchapter K, partnership allocation methodologies, fund accounting and general ledger accounting

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

Visit and search for the requisition code 164898

Qualification and Experience Bachelor’s degree in Accounting, Finance, or other business-related field; Licensed CPA, attorney, Enrolled Agent; Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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