Senior - Financial Services Industries - Mutual Fund Tax
Location: Stamford, Connecticut
Internal Number: 15178292
Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance? If this is music to your ears, and you love a challenge and a very fast-paced environment, we have the career for you!
What you'll do
As a Tax Senior you will work within an engagement team and draw on experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide tax analyses for a variety of entities and their affiliates; and perform detail-level reviews of tax research, regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations, and RIC compliance tests. Additionally, you will perform tax planning, supervise tax consultants, and attend required Deloitte Tax LLP and sector-specific training.
As global leaders 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 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.
2+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
Bachelor's degree in accounting, finance, or other business-related field
Certified or in the process of obtaining a CPA, enrolled agent, or other appropriate certification
Demonstrated basic understanding of Subchapter M, financial products, and book to tax adjustments common to regulated investment companies
Travel up to 25% (While 25% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.)
Limited immigration sponsorship may be available.
Previous Big 4 experience
Experience working in a fast-paced, team environment
Strong verbal and written communication skills
Knowledge of fund accounting and general ledger accounting
At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Deloitte is led by a purpose: to make an impact that matters. This purpose... defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you’re applying to.