Tax Manager - Private Equity

Deloitte•Los Angeles, CA

119d•$123,000 - $205,000•Hybrid

About The Position

Are you a tax professional with experience in partnership taxation who wants to advise major investment management clients on strategic tax and business issues? Deloitte’s Investment Management Tax practice offers the opportunity to advise sophisticated clients on complex tax and business matters while building your leadership and strategic expertise. As a Tax Manager, you’ll provide tax compliance and advisory services to investment management clients. You’ll analyze complex issues, develop and implement solutions aligned with client objectives, and serve as a trusted advisor through every stage of the engagement. You’ll perform high-level reviews of tax research, partnership workpapers, allocations, and tax filings. You’ll prepare and lead client meetings focused on compliance, tax planning opportunities, and the tax implications of significant transactions. You’ll lead client relationships, manage engagement workflow, oversee billing and profitability, and coordinate resources to deliver high-quality work. You’ll also train, mentor, and supervise Tax Consultants and Tax Seniors, providing feedback, career guidance, and support for their continued development. In addition to client delivery, you’ll contribute to marketplace eminence and pursuit activities that strengthen Deloitte’s Investment Management Tax practice and support its growth.

Requirements

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
Licensed CPA in state of practice/primary office if eligible to sit for the CPA OR Licensed Attorney OR Enrolled Agent OR Chartered Financial Advisor (CFA) OR Certified Financial Planner (CFP)
Experience managing projects including scheduling, budgeting, client correspondence, and billing
Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week
Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Ability to work independently and collaborate as part of a team
Effective written and verbal communication skills
Meticulous attention to detail and quality of work product
Ability to build and sustain professional relationships
Ability to lead projects or workstreams
Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
Strong interpersonal skills and professional demeanor
Ability to meet deadlines
Ability to mentor and provide clear guidance to others

Nice To Haves

Previous Big 4 experience or large CPA firm equivalent
Knowledge of fund accounting and general ledger accounting
Strong verbal and written communication skills
Experience working in a fast-paced, team environment

Responsibilities

Provide tax compliance and advisory services to investment management clients.
Analyze complex issues, develop and implement solutions aligned with client objectives, and serve as a trusted advisor.
Perform high-level reviews of tax research, partnership workpapers, allocations, and tax filings.
Prepare and lead client meetings focused on compliance, tax planning opportunities, and the tax implications of significant transactions.
Lead client relationships, manage engagement workflow, oversee billing and profitability, and coordinate resources to deliver high-quality work.
Train, mentor, and supervise Tax Consultants and Tax Seniors, providing feedback, career guidance, and support for their continued development.
Contribute to marketplace eminence and pursuit activities that strengthen Deloitte’s Investment Management Tax practice and support its growth.