Summary:
- Job title: Tax Manager - Investment Management - Private Equity Tax (West Region Office Locations)
- Experience: 5+ years providing tax planning services, 3+ years in investment management or partnership taxation
- Qualifications: Bachelor's degree in Accounting, Finance, or other business-related field; active accreditation such as CPA, Attorney, Enrolled Agent, CFA, or CFP
- Location: 10 locations available
- Company: **Members Only**, a subsidiary of **Members Only**
- Industry: Investment Management
- Job type: Full-time, hybrid work model (in-person 2-3 days per week)
- Salary range: $84,980 - $193,440
- Travel: Up to 25%
- Responsibilities:
- High-level reviews of tax research, partnership work papers, allocations, and tax filings
- Leading client meetings on compliance and advisory projects
- Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors
- Taking on lead client-contact roles
- Billing and profitability analysis on engagements
- Involvement in marketplace eminence building and pursuits
- Team: Global leader in providing professional services to the Investment Management industry, comprised of more than 1,400 partners, principals, and employees
- Preferred qualifications: Advanced degree, previous Big 4 experience or large CPA firm equivalent, knowledge of fund accounting and general ledger accounting, project management experience, ability to work in a fast-paced team environment, strong communication skills
- Discretionary annual incentive program available
- Equal opportunity employer
H1: Join Deloitte as a Tax Manager in Investment Management
H2: Exciting Opportunity for Experienced Tax Professionals
H2: Competitive Salary and Benefits Package
Responsibilities:
- High-level tax reviews
- Client meetings for compliance and advisory projects
- Training, mentoring, and supervising Tax Consultants and Seniors
- Lead client-contact roles
- Billing and profitability analysis
- Involvement in marketplace eminence building and pursuits
Qualifications:
- Bachelor's degree in Accounting, Finance, or business-related field
- 5+ years experience in tax planning or preparing/reviewing work papers and tax returns
- 3+ years experience in investment management or partnership taxation
- Active accreditation such as CPA, Attorney, Enrolled Agent, CFA, or CFP
- Ability to travel up to 25%
Preferred:
- Advanced degree
- Previous Big 4 or large CPA firm experience
- Knowledge of fund accounting and general ledger accounting
- Project management experience
- Fast-paced team environment
- Strong communication skills
Salary Range:
- $84,980 - $193,440
Discretionary Annual Incentive Program available
Equal opportunity employer
Join Deloitte as a Tax Manager in Investment Management! This exciting opportunity is available in 10 locations and offers a competitive salary and benefits package. As a leader in the tax industry, **Members Only** works with clients in the Investment Management industry to address critical issues and provide a range of tax services. As a Tax Manager, you will use your experience to provide tax compliance and advisory services to clients, manage client relationships, and mentor and train team members. If you have experience in partnership taxation and want to develop and thrive in the most strategic part of our tax practice, apply now!
