Tax Senior – Financial Services Industries – Mutual Fund Tax

Min 3 yrs required

Full-time

No

# Tax Senior – Financial Services Industries – Mutual Fund Tax

Deloitte is seeking a Tax Senior to join its Investment Management Tax team. This role is ideal for someone who is passionate about financial products and understands regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance. The Tax Senior will provide tax compliance and consulting services to Investment Management clients, identify complex tax issues, provide tax analyses for a variety of entities and their affiliates, and perform detail-level reviews of tax research, regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests.

## Job Responsibilities

* Provide tax planning services or preparing and reviewing client work papers and income tax returns
* Perform detail-level reviews of tax research, regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests
* Attend required Deloitte Tax LLP and sector-specific training
* Identify complex tax issues and provide tax analyses for a variety of entities and their affiliates
* Supervise tax consultants

## Qualifications

* Bachelor’s degree in accounting, finance, or other business-related field
* 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
* 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
* Experience working in a fast-paced, team environment
* Strong verbal and written communication skills
* One of the following accreditations obtained, in process, or 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)
* Demonstrated basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

## Preferred Qualifications

* Advanced degree such as Masters of Tax, JD, and/or LLM
* Previous Big 4 or large CPA firm experience

## 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 $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.

## Summary

Deloitte is seeking a Tax Senior to join its Investment Management Tax team. The successful candidate will be able to perform job responsibilities within a hybrid work model, have experience working in a fast-paced, team environment, and have strong verbal and written communication skills. The role requires a Bachelor’s degree in accounting, finance, or other business-related field, 3+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns, and one of the following accreditations: Licensed CPA in state of practice/primary office, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP). The wage range for this role is $63,420 to $144,300.

Health insurance, Retirement plan, Paid time off, Professional development

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, Experience working in a fast-paced, team environment, Strong verbal and written communication skills, 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), Demonstrated basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies, Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve, Advanced degree such as Masters of Tax, JD, and/or LLM, Previous Big 4 or large CPA firm experience

Bachelor's degree in accounting, finance, or other business-related field

Visit the Deloitte website or contact the recruiter directly

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), Advanced degree such as Masters of Tax, JD, and/or LLM, Previous Big 4 or large CPA firm experience

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