Tax Manager - Private Equity

Tax Manager role focused on providing tax compliance and advisory services to investment management clients, specifically within private equity. Responsibilities include reviewing tax research and filings, leading client meetings on tax planning and transactions, mentoring junior staff, and managing client relationships and engagement profitability. The role is within Deloitte's Tax Services division, specializing in Business Tax for the Investment Management industry.

What you'd actually do

  1. Performing high-level reviews of tax research, partnership work papers, allocations, and tax filings
  2. 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
  3. Training, mentoring, and supervising new and experienced Tax Consultants and Tax Seniors
  4. Taking on lead client-contact roles
  5. Billing and profitability analysis on engagements

Skills

Required

  • 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
  • Experience managing projects including scheduling, budgeting, client correspondence, and billing
  • Experience working in a fast-paced, team environment
  • Strong verbal and written communication skills
  • Active accreditations

Nice to have

  • Previous Big 4 experience or large CPA firm equivalent
  • Knowledge of fund accounting and general ledger accounting