Tax Senior, Private Equity

Responsibilities

• Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings
• Coinciding and communicating with client contacts as required to gather information to complete their tax returns
• Training, mentoring, and supervising new and experienced-level tax staff
• Attending required Deloitte Tax LLP and sector-specific trainings
• Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization

Qualifications

• 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
• 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
• Experience with investment management or partnership taxation
• Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
• Limited immigration sponsorship may be available
• 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)
• 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
• Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills