Partnership agreements. Aggregate allocations. Deferral techniques. Consulting for major players. Does this describe your background? If you're a senior leader who wants to play in the big pond and have a solid understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships, we have an exciting opportunity for you as a Senior Tax Manager on our growing team!
Work you'll do
As a Senior Tax Manager, you will utilize your prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client, engaging specialists as necessary. Responsibilities will include:
Performing high-level reviews of tax research, partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of various transactions to the funds.
Training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers, and being heavily involved in the recruitment process.
Being the lead client contact on engagements and the billing and profitability analysis of engagements, in addition to being heavily involved in marketplace eminence building and pursuits.
As global leaders in providing professional services to the Investment Management industry, Deloitte 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 customers. Our cross-functional industry group is comprised of more than 2,800 partners, managers and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory and consulting services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.
8+ years of public accounting experience (at least 6 years in investment management) or equivalent experience in law firms or a related industry
CPA, Enrolled Agent, or other appropriate certification (or in the process of pursuing)
Bachelor's degree in accounting, finance, or other business-related field
A solid understanding of Subchapter K, partnership allocation methodologies, key economic terms, and the tax compliance process related to investment partnerships
In-depth knowledge of the taxation of portfolio investments, the international and multi-state tax issues concerning private equity funds, key economic terms, and the taxation of fund investors
Travel up to 20% (While 20% 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
Advanced degree such as MST, MAcc, JD, or LLM
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.