Tax Senior - Investment Management - Private Equity Tax

3-3 yrs required

Full-time

No

## Tax Senior - Investment Management - Private Equity Tax (Central Region Office Locations)

Are you looking for an exciting opportunity to join the largest growth area in the tax industry? Deloitte Tax LLP is recruiting for a Tax Senior to join our growing team and serve our largest clients! The position is available in 30 locations and recruiting for this role ends on June 1, 2024.

### Responsibilities

As a Tax Senior, you will be responsible for providing tax compliance and advisory services to investment management clients. You will be expected to:

- Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings
- Coordinate and communicate with client contacts as required to gather information to complete their tax returns
- Train, mentor, and supervise new and experienced-level tax staff, and attend required Deloitte Tax LLP and sector-specific trainings.
- Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities and the tax implications of various transactions to the organization

### Qualifications

The ideal candidate will possess the following 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 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 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 Tax LLP

Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry. We work 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 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, we are creating trust and confidence in a more equitable society. 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 offer our employees opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship.

We are focused on advancing sustainability, equity, and trust that come to life through our core commitments.

### Join Deloitte

Deloitte is looking for a Tax Senior to join our Investment Management - Private Equity Tax team.

If you are interested in this role and possess the necessary qualifications, please apply today.

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

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Medical, Dental, Vision, 401k, Retirement plan

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Tax planning services, preparing and reviewing client work papers and income tax returns, Subchapter K, partnership allocation methodologies, fund accounting and general ledger accounting, fast-paced, team environment, verbal and written communication skills

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

Apply online at

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

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