Tax Senior - Investment Management - Private Equity Tax

Min 3 yrs required

Full-time

No

## Tax Senior - Investment Management - Private Equity Tax

Deloitte Tax LLP is looking for a Tax Senior to join their growing team and provide tax compliance and advisory services to investment management clients. The successful candidate will utilize their prior experience to assist clients with effective analysis, solution development, and implementation of clients’ tax objectives.

## Responsibilities

- Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings
- Coordinate and communicate with client contacts to gather information to complete their tax returns
- Train, mentor, and supervise new and experienced-level tax staff
- 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

- 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
- Demonstrated experience with investment management or partnership taxation, Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
- Bachelor’s degree in Accounting, Finance, or other business-related field
- One of the following accreditations obtained, in process, or 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

- Previous Big 4 experience or large CPA firm experience
- Knowledge of fund accounting and general ledger accounting
- Experience working in a fast-paced, team environment
- Strong verbal and written communication skills

## 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 $63,420 to $144,300.

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.

## Overview
Deloitte Tax LLP is looking for a Tax Senior to join their investment management team and provide tax compliance and advisory services to their clients. This position is available in 15 locations across the West Region.

The successful candidate will have experience serving clients in partnership taxation, leading and mentoring teams, and advising on important tax and business issues. It is expected that the Tax Senior will have 3+ years of experience in providing tax planning services or preparing and reviewing client work papers and income tax returns.

In addition, the candidate must have a Bachelor's degree in Accounting, Finance, or other business-related field and one of the following accreditations:

- 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)

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 $144,300. 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.

Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry and 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. In addition to offering competitive wages, Deloitte also provides their employees with a broad range of benefits, professional development opportunities, and an inclusive culture that empowers their people to be who they are, contribute their unique perspectives, and make a difference individually and collectively.

## Summary
Deloitte Tax LLP is looking for a Tax Senior with 3+ years of experience to join their growing team and

Ability to participate in a discretionary annual incentive program, Broad range of benefits

Ability to perform job responsibilities within a hybrid work model, 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns, Demonstrated experience with investment management, partnership taxation, Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, 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), Knowledge of fund accounting and general ledger accounting, Experience working in a fast-paced, team environment, Strong verbal and written communication skills, Previous Big 4 experience or large CPA firm experience

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

Visit to apply

Qualification and Experience Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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