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.
• Coordinate with client contacts to gather information needed to complete tax returns and support accurate, timely delivery.
• Prepare 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; 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.
• Knowledge of fund accounting and general ledger accounting.
• Strong verbal and written communication skills; strong listening, interpersonal, and facilitation skills.

Skills

• Ability to work independently and collaborate as part of a team.
• Meticulous attention to detail and quality of work product.
• Effective written and verbal communication skills.
• Ability to build and sustain professional relationships.
• Ability to lead projects or workstreams.
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment.
• Strong interpersonal skills and professional demeanor.
• Ability to meet deadlines.

Benefits

Deloitte brings together deep industry knowledge and multidisciplinary capabilities to help clients address complex tax matters and identify opportunities for greater efficiency and value.

Pay

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

Schedule

The position is open until May 31, 2027.