Tax Senior, Private Equity

About the role

Deloitte's Investment Management Tax practice offers the opportunity to advise sophisticated clients on complex tax and business matters while building your leadership and strategic expertise.

Responsibilities

• Provide tax compliance and advisory services to investment management clients.
• Analyze complex issues, develop and implement solutions aligned with client objectives.
• Build trusted relationships through high-quality, practical advice.
• Perform detailed reviews of tax research, partnership workpapers, allocations, and tax filings.
• Cook up and lead client meetings focused on compliance, tax planning opportunities, and the tax implications of significant transactions.
• Train, mentor, and supervise tax professionals at varying experience levels.
• Participate in Deloitte Tax LLP and sector-specific training.

Requirements

• 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.
• One of the following active accreditations obtained, in process, or must be willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA; Licensed attorney; Enrolled Agent; Certifications: Chartered Financial Advisor (CFA); Certified Financial Planner (CFP).
• Experience with investment management or partnership taxation.
• Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships.
• 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.
• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
• Limited immigration sponsorship may be available.

Qualifications

• Advanced degree such as Masters of Tax, JD, and/or LLM preferred.
• Previous Big 4 experience or large CPA firm experience preferred.
• Knowledge of fund accounting and general ledger accounting preferred.
• Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills preferred.

Benefits

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.

Pay

A reasonable estimate of the current range is $74,925 to $153,000.

Schedule

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.