Tax Senior, Private Equity

What You'll Do

• 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

The Team

The global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services 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

• 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