Tax Senior - Investment Mgmt - Private Equity (East Coast city locations)

Min 3 yrs required

Full-time

No

## Tax Senior - Investment Mgmt - Private Equity

Deloitte Tax LLP is looking for a Tax Senior with experience in investment management or partnership taxation to join their team. This position will provide tax compliance and advisory services to investment management clients while managing the client relationship by delivering tax advisory services.

The successful candidate will have 3+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns. They will also have a Bachelor’s degree in Accounting, Finance, or other business-related field and 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, or Enrolled Agent.

The wage range for this role is $63,420 to $144,300. The successful candidate will 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.

## Responsibilities

* 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.

## 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
* Experience with investment management or partnership taxation
* Experience with 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 must be willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, or Enrolled Agent.

## Preferred Qualifications

* Advanced degree such as Masters of Tax, JD, and/or LLM
* 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

## Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Benefits include:

* A diverse, equitable, and inclusive culture that empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively.
* Opportunities to build new skills, take on leadership opportunities, and connect and grow through mentorship.
* On-the-job learning experiences to formal development programs.
* Participation 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

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. Deloitte is focusing their collective efforts to advance sustainability, equity, and trust that come to life through their core commitments.

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

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: 164895

Opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship

Tax Planning, Partnership Taxation, Subchapter K, Partnership Allocation Methodologies, Tax Compliance Process for Investment Partnerships

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

Visit Deloitte’s website to submit online application

Qualification and Experience Bachelor’s degree in Accounting, Finance or other business-related field, CPA, Licensed Attorney, Enrolled Agent, CFA, CFP

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