Full Job Description
Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving major players in partnership taxation, leading and mentoring teams, and advising on important tax and business issues? If you’re a senior 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 Senior Manager on our growing team!
What you’ll do
As a Senior 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 Managers, Seniors and Consultants
Taking on lead client-contact roles
Billing and profitability analysis on engagements
Involvement in marketplace eminence building and pursuits.
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.
10+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
10+ years’ experience with investment management or partnership taxation
Experience managing projects including scheduling, budgeting, client correspondence, and billing
Experience presenting to clients or other decision-makers for purposes of project delivery or sales pursuits
Bachelor’s degree in accounting, finance, or other business-related field
CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, enrolled agent, or other appropriate certification
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 or large firm experience
Knowledge of fund accounting and general ledger accounting
Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
Recent experience in an in-house tax department at a large investment management firm
Credit industry experience
Real estate experience
Private Wealth experience
Investment Management in the energy industry
Experience working in a fast-paced, team environment
Strong executive presence and demonstrated effective verbal and written communication skills
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.
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.
We take pride in our culture and celebrate individuals by recognizing their uniqueness and encouraging all of our people to be their authentic self. As a commitment to our people, we offer well-being programs and provide our professional’s opportunities for support and flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. This inclusive culture helps enable our people to do their best work every day. Learn more about Life at Deloitte.
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