Tax Senior - Investment Management - Private Equity Tax

3-8 yrs required

Full-time

No

# Tax Senior - Investment Management - Private Equity Tax

This role is part of Deloitte Tax LLP’s Investment Management practice, where professionals serve clients in the private equity, venture capital, hedge fund, and mutual fund industries. With a focus on tax planning, compliance, and advisory services, this position is available in 30 Central Region office locations.

## Job Summary

The Tax Senior is responsible for providing tax compliance and advisory services to investment management clients. They will manage the client relationship by delivering tax advisory services to the client, training and mentoring team members, and attending required Deloitte Tax LLP and sector-specific trainings.

## 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

**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
* 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:**

* 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.

## Additional Information

Recruiting for this role ends on June 1, 2024.

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.

From entry-level employees to senior leaders, Deloitte believes there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

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.

## Tax Senior - Investment Management - Private Equity Tax

Deloitte Tax LLP’s Investment Management practice is actively seeking a Tax Senior to serve clients in the private equity, venture capital, hedge fund, and mutual fund industries. This role is available in 30 Central Region office locations and is focused on providing tax planning, compliance, and advisory services.

### Job Summary

The Tax Senior is responsible for delivering tax advisory services to clients, training and mentoring team members, and attending required Deloitte Tax LLP and sector-specific trainings. This individual is also responsible for performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings, as well as coordinating and communicating with client contacts to gather information to complete their tax returns.

### Responsibilities

* Perform detail-level reviews of tax research,

Broad range of benefits, discretionary annual incentive program, opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship

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, Bachelor’s degree in Accounting, Finance, or other business-related field, 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), Ability to travel up to 25%, on average, 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

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

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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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