Manager - Investment Management - Private Equity Tax

Company: Deloitte
Location: Sacramento
Posted on: May 25, 2023

Job Description:

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, leading and mentoring teams, and advising on important tax and business issues? If you're a leader who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients, we have an exciting opportunity for you as a Tax Manager on our growing team!


What you'll do


As a Tax Manager, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client.


Responsibilities will include:


Performing high-level reviews of tax research, partnership work papers, allocations, and tax filings

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

Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors

Taking on lead client-contact roles

Billing and profitability analysis on engagements

Involvement in marketplace eminence building and pursuits


The team


As 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


Required:


Bachelor's degree in Accounting, Finance, or other business-related field

5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns

3+ years' experience with investment management or partnership taxation

Experience managing projects including scheduling, budgeting, client correspondence, and billing

Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve

One of the following accreditations obtained:

Licensed CPA in state of practice/primary office if eligible to sit for the CPA

If not CPA eligible:

Licensed attorney

Enrolled Agent

Other- Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) may also be acceptable depending on the specific role and business approval


Preferred:


Previous Big 4 experience or large CPA firm equivalent

Knowledge of fund accounting and general ledger accounting

Experience working in a fast-paced, team environment

Strong verbal and written communication skills


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 $90,300 to $197,600.


You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.


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Keywords: Deloitte, Sacramento , Manager - Investment Management - Private Equity Tax, Executive , Sacramento, California