Tax Senior - Investment Management - Private Equity Tax (West Region Office Locations)
Salary Information: $63,420 - $144,300 (depending on experience and qualifications)
Experience: 3+ years in tax planning or preparing and reviewing client work papers and income tax returns
Job Title: Tax Senior
Department: Business Tax Services
Locations: West Region Office Locations (7 available)
H1: Tax Senior - Investment Management - Private Equity Tax
H2: Join Our Growing Team and Work with the Largest Clients in the Industry
Responsibilities:
- Provide tax compliance and advisory services to investment management clients
- Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings
- Coordinate and communicate with client contacts to gather information for tax returns
- Train, mentor, and supervise new and experienced-level tax staff
- Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities
Qualifications:
- Ability to work in a hybrid model, requiring in-person work 2-3 days per week
- 3+ years of experience in tax planning or preparing and reviewing tax returns
- Experience in investment management or partnership taxation
- Bachelor's degree in Accounting, Finance, or other business-related field
- Active accreditation such as CPA, attorney, enrolled agent, CFA, or CFP
- Ability to travel up to 25% for work
Preferred Qualifications:
- Previous experience at a Big 4 or large CPA firm
- Knowledge of fund accounting and general ledger accounting
- Experience working in a fast-paced, team environment
- Strong communication skills
Company Overview:
- **MEMBERS ONLY**SIGN UP NOW***. is the global leader in providing professional services to the Investment Management industry.
- The US tax industry group has over 1,400 partners, principals, and employees serving a broad range of Investment Management companies.
- Clients include hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
Compensation Information:
- The wage range takes into account factors such as skills, experience, training, and certifications.
- The estimated range is $63,420 to $144,300 and may vary depending on location and individual circumstances.
- Eligible for participation in a discretionary annual incentive program.
Equal Opportunity Employer:
- **MEMBERS ONLY**SIGN UP NOW***. is an equal opportunity employer and offers employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status.
- All qualified applicants will receive consideration for employment in accordance with applicable laws.
Requisition Code: 182192
Note: As used in this posting, "Deloitte" refers to **MEMBERS ONLY**SIGN UP NOW***., a subsidiary of **MEMBERS ONLY**SIGN UP NOW***.. Please visit **** for more information on the legal structure of **MEMBERS ONLY**SIGN UP NOW***. and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
