Tax Senior Manager - Private Equity (East Coast Region) at Deloitte
Boca Raton, FL 33427
About the Job
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 week.8+ years total corporate tax experienceA bachelor’s degree in accounting, finance or related fieldStrong managerial experience with budgets, people and projectsDemonstrated effective verbal and written communication skillsSelf-starter and demonstrated ability to effectively handle multiple, competing prioritiesAbility to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serveOne of the following active 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)
Preferred
Advanced degree such as Masters of Tax, JD, and/or LLMPrevious Big 4 or large CPA firm 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.
Information for applicants with a need for accommodation:
btstax
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: 181391AccoladesTax
| Business Tax ServicesSame job available in 26 locations
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 week.8+ years total corporate tax experienceA bachelor’s degree in accounting, finance or related fieldStrong managerial experience with budgets, people and projectsDemonstrated effective verbal and written communication skillsSelf-starter and demonstrated ability to effectively handle multiple, competing prioritiesAbility to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serveOne of the following active 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)
Preferred
Advanced degree such as Masters of Tax, JD, and/or LLMPrevious Big 4 or large CPA firm 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.
Information for applicants with a need for accommodation:
btstax
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: 181391AccoladesTax
| Business Tax ServicesSame job available in 26 locations
