Tax Senior, Private Equity

About the role

Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, and advising on important tax and business issues? If so, we have an exciting opportunity for you as a Tax Senior on our growing team!

Responsibilities

• Utilize prior experience to provide tax compliance and advisory services to investment management clients.
• Assist clients with effective analysis, solution development, and implementation of clients' tax objectives.
• Manage the client relationship by delivering tax advisory services to the client.
• Perform detail-level reviews of tax research, partnership work papers, allocations, and tax filings.
• Coordinate and communicate with client contacts as required to gather information to complete their tax returns.
• Train, mentor, and supervise new and experienced-level tax staff, and attend required Deloitte Tax LLP and sector-specific trainings.
• Prepare and lead 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.

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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $74,925 to $153,000.

Pay

The pay range for this role is $74,925 to $153,000.

Schedule

The role is currently open until May 31, 2027.