Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

# Manager - Investment Management - Private Equity Tax

Are you a leader looking to develop and thrive in the most strategic part of the tax practice, while serving some of the largest clients? The Investment Management - Private Equity Tax team at Deloitte might be the perfect fit for you!

## What You'll Do

As a Tax Manager, you will provide tax compliance and advisory services to investment management clients. You will be responsible for assisting clients with effective analysis, solution development, and implementation of clients’ tax objectives. You will manage the client relationship by delivering tax advisory services to the client. Your responsibilities will include:

- Performing high-level reviews of tax research, partnership work papers, allocations, and tax filings
- Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization
- Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors
- Taking on lead client-contact roles
- Billing and profitability analysis on engagements
- Involvement in marketplace eminence building and pursuits

## The Team

Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry. 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.

## 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
- 3+ years’ experience with investment management or partnership taxation
- 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)
- 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 MST, MAcc, JD, or LLM
- Previous Big 4 experience or large CPA firm equivalent
- Knowledge of fund accounting and general ledger accounting
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Experience working in a fast-paced, team environment
- Strong verbal and written communication skills

## Salary Information

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.

## Locations

The same position is available in the following 15 locations:

- Boise, Idaho
- Costa Mesa, California
- Fresno, California
- Honolulu, Hawaii
- Las Vegas, Nevada
- Los Angeles, California
- Pleasanton, California
- Portland, Oregon
- Sacramento, California
- Salt Lake City, Utah
- San Diego, California
- San Francisco, California
- San Jose, California
- Seattle, Washington
- Tempe, Arizona

## 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

Professional Development, Mentorship, On-the-Job Learning

Tax Planning, Partnership Taxation, Tax Research, Tax Compliance, Tax Advisory Services, Project Management, Client Relationships, Training, Mentoring, Supervising

Bachelor's Degree in Accounting, Finance, or other Business-related Field

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Qualification and Experience Licensed CPA, Licensed Attorney, Enrolled Agent, Chartered Financial Advisor, Certified Financial Planner

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