Tax Manager - Investment Management - Private Equity Tax

5-5 yrs required

Full-time

No

SEO Friendly Job Title: Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)

H1: Join Our Team as a Tax Manager - Investment Management - Private Equity Tax

H2: Exciting Opportunity for Experienced Tax Professionals in the Central Region Office Locations

Bold Headlines:
- Be a Part of the Largest Growth Area in the Tax Industry
- Develop and Thrive in the Most Strategic Part of Our Tax Practice
- Serve Our Largest Clients as a Tax Manager
- Utilize Your Experience to Provide Tax Compliance and Advisory Services
- Lead and Mentor Teams and Advise on Important Tax and Business Issues
- Recruiting for This Role Ends on June 1, 2025
- Perform Job Responsibilities in a Hybrid Work Model
- Ability to Travel Up to 25%
- Join the Global Leader in Providing Professional Services to the Investment Management Industry
- Work with a Diverse, Equitable, and Inclusive Culture
- Make an Impact That Matters for Clients, People, and Communities
- Opportunities for Professional Development and Growth

Position Summary:

We are currently seeking an experienced Tax Manager to join our team in the Central Region Office Locations. As a Tax Manager, you will play a vital role in providing tax compliance and advisory services to our investment management clients. This is a great opportunity for a leader who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients.

Responsibilities:

- Perform high-level reviews of tax research, partnership work papers, allocations, and tax filings
- Prepare and lead client meetings on compliance and advisory projects
- Train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors
- Take on lead client-contact roles
- Manage client relationship by delivering tax advisory services
- Involvement in marketplace eminence building and pursuits
- Billing and profitability analysis on engagements

The Team:

As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our 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.

Qualifications:

Required:

- Ability to perform job responsibilities within a hybrid work model
- Ability to travel up to 25%
- 5+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- 3+ years’ experience with investment management or partnership taxation
- Bachelor’s degree in Accounting, Finance, or other business-related field
- 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)

Preferred:

- Previous Big 4 experience or large CPA firm equivalent
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Knowledge of fund accounting and general ledger accounting
- Experience working in a fast-paced, team environment
- Strong verbal and written communication skills

Salary Information:

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 $84,980 to $169,650.

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.

Benefits:

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

- Opportunities for professional development and growth
- Diverse, equitable, and inclusive culture
- Focus on sustainability, equity, and trust
- Broad range of benefits
- Inclusive culture that values unique perspectives

Professional Development:

At Deloitte, we believe that there’s always room to learn and grow, no matter your level in the organization. From on-the-job learning experiences to formal development programs, we offer a variety of opportunities for our professionals to continue to grow throughout their career.

About Deloitte:

Deloitte is a global leader in providing professional services to the Investment Management industry. Our purpose is to make an impact that matters for our clients, our people, and in our communities. We are committed to creating trust and confidence in a more equitable society and we strive to bring creativity and innovation to help solve our clients' most complex challenges.

We are an inclusive and diverse organization, and we value our people and their unique perspectives. Our culture empowers individuals to be who they are and contribute their unique talents to make a difference. Join our team and be a part of a rewarding and fulfilling career at Deloitte.

Deloitte is an equal opportunity employer and 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, in accordance with applicable law.

To learn more about Deloitte's commitment to diversity and inclusion and our impact

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Tax Compliance, Tax Advisory, Partnership Taxation, Client Relationship Management, Financial Services, Fund Accounting, General Ledger Accounting, Project Management, Communication

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

Applicants with disabilities can request for accommodations, recruiting tips available on Deloitte website

Qualification and Experience Bachelor's degree in Accounting, Finance, or other business-related field; Licensed CPA, Attorney, or Enrolled Agent; Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP)

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