Tax Senior - Investment Management - Private Equity Tax

3-5 yrs required

Full-time

No

## Tax Senior - Investment Management - Private Equity Tax

Deloitte Tax LLP is recruiting for a Tax Senior for its Investment Management Team, focused on Private Equity Tax in the Central Region. This position is available in 30 locations and is open until June 1, 2024.

### Responsibilities

As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist 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.

Responsibilities include:

- Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings
- Coordinating and communicating with client contacts as required to gather information to complete their tax returns.
- Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings.
- 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.

### The Team

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

- 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

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.

Deloitte Tax LLP is looking for a Tax Senior to join its Investment Management Team and focus on Private Equity Tax in the Central Region. This position is open until June 1, 2024 and is available in 30 locations.

The ideal candidate will have 3+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns, 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, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP).

Responsibilities include performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings; coordinating and communicating with client contacts to gather information to complete their tax returns; training, mentoring, and supervising new and experienced-level tax staff; and 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.

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, and strong verbal and written communication skills are preferred.

The wage range for this role is $63,420 to $126,620 and participants

On-the-job learning experiences, formal development programs, mentorship

Tax planning services, preparing and reviewing client work papers and income tax returns, fund accounting and general ledger accounting

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

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Qualification and Experience 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, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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