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 in search of a Tax Senior to join their Investment Management team and provide tax compliance and advisory services to their clients. This role is available in 31 locations on the East Coast.

## Responsibilities

As a Tax Senior, you will be responsible for:

* 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
* 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

Required qualifications for this role include:

* 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
* 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 for this role include:

* 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

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.

## About Deloitte Tax LLP

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

## Benefits of Working at Deloitte

At Deloitte, they value their people and offer employees a broad range of benefits. These include:

* A diverse, equitable, and inclusive culture that empowers their 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 and formal development programs to help professionals continue to grow throughout their career
* Recruiting tips from Deloitte recruiters to help you stand out and feel prepared and confident when exploring opportunities
* A purpose-driven organization that is focused on advancing sustainability, equity, and trust that come to life through its core commitments

Deloitte is an equal opportunity employer. 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.

Requisition code: 164895

Training, Mentoring, Supervising New and Experienced-level Tax Staff, Attending Required Deloitte Tax LLP and Sector-specific Trainings, Preparing and Leading Client Meetings, Participation in Discretionary Annual Incentive Program

Tax Planning Services, Preparing and Reviewing Client Work Papers and Income Tax Returns, Investment Management or Partnership Taxation, Subchapter K, Partnership Allocation Methodologies, Tax Compliance Process, Fund Accounting and General Ledger Accounting

Bachelor’s degree in Accounting, Finance, or Other Business-related Field

Visit and search for the job by Requisition Code 164895

Qualification and Experience 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)

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