Tax Senior Manager - Investment Management - Private Equity (West Region Office Locations)
Company: Deloitte
Location: Costa Mesa
Posted on: May 8, 2024
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Job Description:
Position Summary 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. The Team 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. Qualifications
Required Ability to perform job responsibilities within a hybrid
work model that requires US Tax professionals to co-locate in
person 2-3 days per week8+ years' total corporate or international
tax experienceA bachelor's degree in accounting, finance or related
fieldOne of the following accreditations obtained:Licensed CPA in
state of practice/primary office if eligible to sit for the CPAIf
not CPA eligible:Licensed AttorneyEnrolled
AgentCertifications:Chartered Financial Advisor (CFA)Certified
Financial Planner (CFP)Ability to travel up to 25%, on average,
based on the work you do and the clients and industries/sectors you
serve Preferred Advanced degree such as Masters of Tax, JD, and/or
LLMPrevious Big 4 or large CPA firm experienceExperience with US
clients and a basic understanding of US taxDemonstrated effective
verbal and written communication skillsDemonstrated research
skillsSelf-starter and demonstrated ability to effectively handle
multiple, competing prioritiesDemonstrated management experience
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 $114,490 to $272,090. - 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. Recruiting tips From
developing a stand out resume to putting your best foot forward in
the interview, we want you to feel prepared and confident as you
explore opportunities at Deloitte. Check out recruiting tips from
Deloitte recruiters. Benefits At Deloitte, we know that great
people make a great organization. We value our people and offer
employees a broad range of benefits. Learn more about what working
at Deloitte can mean for you. Our people and culture Our diverse,
equitable, and inclusive culture empowers our people to be who they
are, contribute their unique perspectives, and make a difference
individually and collectively. It enables us to leverage different
ideas and perspectives, and bring more creativity and innovation to
help solve our client most complex challenges. This makes Deloitte
one of the most rewarding places to work. Learn more about our
inclusive culture. Our purpose Deloitte's purpose is to make an
impact that matters for our clients, our people, and in our
communities. We are creating trust and confidence in a more
equitable society. At Deloitte, purpose is synonymous with how we
work every day. It defines who we are. We are focusing our
collective efforts to advance sustainability, equity, and trust
that come to life through our core commitments. Learn more about
Deloitte's purpose, commitments, and impact. Professional
development From entry-level employees to senior leaders, we
believe there's always room to learn. We offer opportunities to
build new skills, take on leadership opportunities and connect and
grow through mentorship. From on-the-job learning experiences to
formal development programs, our professionals have a variety of
opportunities to continue to grow throughout their career. As used
in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of
Deloitte LLP. Please see for a detailed description of the legal
structure of Deloitte LLP and its subsidiaries. Certain services
may not be available to attest clients under the rules and
regulations of public accounting.All qualified applicants will
receive consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, age, disability or protected veteran status, or any other
legally protected basis, in accordance with applicable
law.Requisition code: 164783Accolades Tax - Business Tax Svcs Same
job available in 4 locations
Keywords: Deloitte, Yorba Linda , Tax Senior Manager - Investment Management - Private Equity (West Region Office Locations), Executive , Costa Mesa, California
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