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Job Details


Deloitte

Manager - Business Tax Services - Investment Management - Private Equity (21262)

Business Development

Manager

Yearly

No

Boston, Massachusetts, United States

Partnership allocation. Subchapter K. Tax compliance. Consulting for major players. Leading and mentoring teams. Does this get your heart racing? If you're a 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 Tax Manager on our growing team!

Work you'll do

As a 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 manage the client relationship 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 new and experienced tax consultants and tax seniors, and participating in the hiring process for your group.
  • Taking the lead client contact role on some engagements and working on the billing and profitability analysis of those engagements, while beginning to be involved in new marketplace 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:
  • 4+ years of public accounting experience (at least 3 years in investment management) or equivalent in a law firm or related industry
  • CPA, Enrolled Agent, or other appropriate certification (or in the process of pursuing)
  • Bachelor's degree in accounting, finance, or other business-related field
  • Advanced understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
  • General understanding of the taxation of portfolio investments, the international and multi-state tax issues facing private equity funds, key economic terms, and the taxation of fund investors
  • Experience managing projects including scheduling, budgeting, client correspondence, and billing
  • Travel up to 20% (While 20% 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

Preferred:
  • Previous Big 4 experience
  • Advanced degree such as MST, MAcc, or LLM
  • Knowledge of fund accounting and general ledger accounting

btstax