Job Title: Tax Senior – Financial Services – Mutual Fund Tax (East Region City Locations)
Experience: 3+ years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns
Salary Range: The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. A reasonable estimate of the current range is $63,420 to $144,300.
Locations: Position available in 22 locations across the US
Department: **Members Only**
Job Summary:
- Seeking a Tax Senior with a minimum of 3 years of experience in tax planning or preparing and reviewing client work papers and income tax returns.
- This role will involve working within an engagement team and providing tax compliance and consulting services to Investment Management clients.
- The Tax Senior will be responsible for identifying complex tax issues, performing tax analyses, and reviewing tax research, work papers, financial statements, and tax returns.
- This role requires a basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies.
- The Tax Senior will also be responsible for tax planning, supervising tax consultants, and attending required training.
- This position may require travel up to 25% depending on the work and clients served.
- The ideal candidate will have a Bachelor's degree in accounting, finance, or a related field and one of the following active accreditations: CPA, licensed attorney, enrolled agent, CFA, or CFP.
- An advanced degree such as Masters of Tax, JD, and/or LLM is preferred.
- Previous experience at a Big 4 or large CPA firm is also preferred.
- Strong verbal and written communication skills are required for this role.
Responsibilities:
- Provide tax compliance and consulting services to Investment Management clients.
- Identify complex tax issues and provide tax analyses for a variety of entities and their affiliates.
- 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.
- Perform tax planning and supervise tax consultants.
- Attend required **Members Only** and sector-specific training.
- Travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
- Co-locate in person 2-3 days per week within a hybrid work model.
- Communicate effectively with clients and team members.
- Stay up-to-date with tax laws and regulations.
Qualifications:
Required:
- Minimum of 3 years of 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.
- 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.
- One of the following active accreditations obtained, in process, or willing and able to obtain: CPA, licensed attorney, enrolled agent, CFA, or CFP.
Preferred:
- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous Big 4 or large CPA firm experience.
- Experience working in a fast-paced, team environment.
- Strong verbal and written communication skills.
Benefits:
- Competitive salary range of $63,420 to $144,300.
- Eligibility for a discretionary annual incentive program based on individual and organizational performance.
- Broad range of benefits, including health insurance, retirement plans, and more.
- Opportunities for professional development, including mentorship and formal development programs.
- Inclusive culture that values diversity, equity, and inclusion.
- Focus on sustainability, equity, and trust.
- Opportunity to make an impact that matters for clients, people, and communities.
About **Members Only**:
**Members Only** is a subsidiary of **Members Only** and is a global leader in providing professional services to the Investment Management industry. With over 1,400 partners, principals, and employees, **Members Only** offers a spectrum of tax services to a broad range of Investment Management companies. Clients include investment advisers and administrators in hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
At **Members Only**, we value our people and offer a diverse, equitable, and inclusive culture that empowers individuals to contribute their unique perspectives and make a difference. We believe in continuous learning and offer opportunities for professional development at all levels. As part of Deloitte, we are committed to making an impact that matters for our clients, our people, and our communities. Join us and be a part of a rewarding and impactful organization.
Deloitte is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. All qualified applicants will receive consideration for employment without regard to these factors, in accordance with applicable law.
