Tax Senior Manager - Investment Management - Private Equity

Min 8 yrs required

Full-time

No

# Tax Senior Manager - Investment Management - Private Equity

## Position Summary
Deloitte is looking for a Senior Tax Manager to join our Investment Management team. This position requires a professional who has a solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships. The Senior Tax Manager will provide tax compliance and consulting services to investment management clients, assist with analysis, solution development, and implementation of clients’ tax objectives, and develop client relationships by delivering tax consulting services to the client.

## Work you’ll do
As a Senior Tax Manager, you will be responsible for:
- Performing high-level reviews of tax research, partnership work papers, allocations, and tax returns
- Preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of various transactions to the funds
- Training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers
- Being the lead client contact on engagements and the billing and profitability analysis of engagements
- Being heavily involved in marketplace eminence building and pursuits

## The Team
Deloitte’s Investment Management team is comprised of more than 2,800 partners, managers and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory, and consulting services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.

## Qualifications
The ideal candidate for this position will have the following 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
- 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)
- 8+ years total corporate tax experience
- A bachelor’s degree in accounting, finance or related field
- Strong managerial experience with budgets, people and projects
- Demonstrated effective verbal and written communication skills
- Self-starter and demonstrated ability to effectively handle multiple, competing priorities
- 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:
- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 or large CPA firm experience

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 is $114,490 to $272,090. 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.

## Recruiting tips
Deloitte provides tips for recruiting success, from developing a stand out resume to putting your best foot forward in the interview.

## Benefits
Deloitte offers employees a broad range of benefits. 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. Our purpose is to make an impact that matters for our clients, our people, and in our communities.

## Professional development
From entry-level employees to senior leaders, Deloitte provides 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.

## Tax Senior Manager - Investment Management - Private Equity

Deloitte is looking for a Senior Tax Manager to join our Investment Management team and provide tax compliance and consulting services to investment management clients. This position requires a professional who has a solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships.

### Qualifications
The ideal candidate for this position will have the following 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
- 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)
- 8+ years total corporate tax experience
- A bachelor’s degree in accounting, finance or related field
- Strong managerial experience with budgets, people and projects
- Demonstrated effective verbal and written communication skills
- Self-starter and demonstrated ability to effectively handle multiple, competing priorities
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

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

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, 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), 8+ years total corporate tax experience, bachelor’s degree in accounting, finance or related field, strong managerial experience with budgets, people and projects, effective verbal and written communication skills, self-starter and demonstrated ability to effectively handle multiple, competing priorities, ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.

Bachelor’s degree in accounting, finance or related field

Interested applicants should apply online at the Deloitte website.

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).

Legal