Investment Management – Private Equity – Manager
Deloitte is one of the leading professional services organizations in the United States, specializing in audit, tax, consulting and financial advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world s most well-known and respected companies, including more than 75 percent of the Fortune 100.At Deloitte, you can have a rewarding career on every level. In addition to challenging and meaningful work, you ll have the chance to give back to your community, make a positive impact on the environment, participate in a range of diversity and inclusion initiatives, and find the support, coaching, and training it takes to advance your career. Our commitment to individual choice lets you customize aspects of your career path, your educational opportunities and your benefits. And our culture of innovation means your ideas on how to improve our business and your clients will be heard.
Partnership allocation. Subchapter K. Tax compliance. Consulting for major players. Leading and mentoring teams. Does this get your heart racing? If you re a 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 Tax Manager on our growing team!
Work you ll do
As a 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 manage the client relationship 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 new and experienced tax consultants and tax seniors, and participating in the hiring process for your group.
Taking the lead client contact role on some engagements and working on the billing and profitability analysis of those engagements, while beginning to be involved in new marketplace 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.
4 years of public accounting experience (at least 3 years in investment management) or equivalent in a law firm or 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
Advanced understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
General understanding of the taxation of portfolio investments, the international and multi-state tax issues facing private equity funds, key economic terms, and the taxation of fund investors
Experience managing projects including scheduling, budgeting, client correspondence, and billing
The ability to travel up to 20%
Previous Big 4 experience
Advanced degree such as MST, MAcc, or LLM
Knowledge of fund accounting and general ledger accounting
How you ll grow
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. Explore Deloitte University, The Leadership Center.
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