Tax Senior - Investment Management - Private Equity (East Coast Region)
Salary Information:
- Wage range: $63,420 to $144,300
- Eligible for discretionary annual incentive program based on individual and organizational performance
Job Title: Tax Senior
Experience:
- 3+ years experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- Experience with investment management or partnership taxation
- Experience with Subchapter K, partnership allocation methodologies, and tax compliance process for investment partnerships
Location: East Coast Region (position available in 20 locations)
Department: Business Tax Services
SEO Friendly Job Title: Tax Senior - Investment Management - Private Equity (East Coast Region)
H1: Join Our Growing Team as a Tax Senior in Investment Management - Private Equity
H2: Exciting Opportunity for Experienced Tax Professionals
Position Summary:
- Seeking experienced tax professionals to join our growing team and serve our largest clients in the most strategic part of our tax practice.
- Opportunity to work with investment management clients and advise on important tax and business issues.
- Hybrid work model with 2-3 days in office and ability to travel up to 25% for client work.
- Responsible for providing tax compliance and advisory services, managing client relationships, and delivering tax advisory services.
Responsibilities:
- 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 and tax implications of transactions.
- Attend required Deloitte Tax LLP and sector-specific trainings.
The Team:
- Deloitte Tax LLP is the global leader in providing professional services to the Investment Management industry.
- Comprised of over 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies.
- Clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.
Qualifications:
Required:
- 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.
- Experience with investment management or partnership taxation.
- Bachelor's degree in Accounting, Finance, or other business-related field.
- Ability to travel up to 25% for client work.
- One of the following active accreditations obtained, in process, or must be willing and able to obtain: Licensed CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP).
Preferred:
- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous Big 4 experience or large CPA firm experience.
- Knowledge of fund accounting and general ledger accounting.
- Experience working in a fast-paced, team environment.
- Strong verbal and written communication skills.
Recruiting Tips:
- Develop a standout resume and put your best foot forward in the interview.
- Check out recruiting tips from Deloitte recruiters.
Benefits:
- Deloitte values its people and offers a broad range of benefits.
- Learn more about what working at Deloitte can mean for you.
Our People and Culture:
- Diverse, equitable, and inclusive culture empowers our people to be who they are and contribute their unique perspectives.
- Enables us to leverage different ideas and perspectives to bring more creativity and innovation to help solve complex challenges.
- Learn more about our inclusive culture.
Our Purpose:
- Deloitte's purpose is to make an impact that matters for clients, people, and communities.
- Focusing efforts on advancing sustainability, equity, and trust.
- Learn more about Deloitte's purpose, commitments, and impact.
Professional Development:
- Opportunities to build new skills, take on leadership roles, and connect and grow through mentorship.
- From on-the-job learning experiences to formal development programs, professionals have a variety of opportunities to continue to grow throughout their career.
Accommodation Information:
- Deloitte provides assistance for disabled applicants.
- Learn more about accommodation options.
Requisition Code: 182010
