Tax Senior Manager - IM Private Wealth
About The Position
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! 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. Learn more about Deloitte Business Tax Services.
Requirements
- 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
- Bachelor’s degree in Accounting, Finance, or other business-related field
- 9+ years’ experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- 6+ 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
- Limited immigration sponsorship may be available
- Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- Licensed attorney
- Enrolled Agent
Nice To Haves
- 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
- Previous Big 4 experience
- Knowledge of fund accounting and general ledger accounting
- Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
- Experience working in a fast-paced, team environment
- Strong executive presence and demonstrated effective verbal and written communication skills
Responsibilities
- Perform high-level reviews of tax research, partnership work papers, allocations, and tax filings
- Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization
- Train, mentor, and supervise new and experienced Tax Managers, Seniors and Consultants
- Take on lead client-contact roles
- Conduct billing and profitability analysis on engagements
- Participate in marketplace eminence building and pursuits
Benefits
- Professional development
- Discretionary annual incentive program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
