Investment Management - Manager

Deloitte Tax LLP

National Federal Tax Services (NFTS)

Partnership Solutions Group (PSG)

Tax Manager (Investment Management)

NFTS Overview:

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering was developed and built as a result of a tax planning idea, a marketplace need or a technological innovation – all with the purpose of delivering results for our Clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines are national practices that provide tax planning and compliance support for the largest organizations across all industries. Many of the groups within NFTS travel frequently to client locations throughout the country and interact directly with tax executives. NFTS professionals also work with local office professionals to deliver high value, large projects to our clients across the US. Within NFTS, our people can become subject matter experts at an early stage in their career or have a more diverse experience. In addition to client service, our professionals actively participate in marketplace activities, recruiting, and process and technology innovation. From day 1, the people who join NFTS realize that they are part of a unique team, one that challenges its people to innovate and make a difference for their practice. If you are entrepreneurial in spirit, want to add value and help grow a business, enjoy working on large projects and teaming, NFTS is the place for you.

PSG Overview:

Partnership Solutions Group (“PSG”) is a division of National Federal Tax Services (“NFTS”) and is one of the fastest growing practice groups in all of Deloitte Tax. PSG’s practice is split into two primary areas: Investment Management (“IM”) and Energy, Real Estate, and Other Industries (“ERO”). In the IM practice, PSG professionals use proprietary technologies to assist financial services clients in the streamlining of their tax compliance processes, especially with respect to partnership-specific tax calculations, allocations through tiered partnership structures, and Schedule K‑1 preparation. IM professionals deliver their services using our proprietary Internet-based Process and Compliance System (“iPACS”). In the ERO practice, PSG professionals counsel privately held and publicly traded partnerships across the United States on a wide range of federal tax issues involving mergers, acquisitions, divestitures, initial public offerings, post-offering compliance, and process design and improvement. Industries served by the ERO practice include energy (e.g., oil and gas), real estate, telecom, healthcare, media/entertainment, and financial services (e.g., asset management, private equity, and venture capital).


As a Tax Manager on our PSG IM team, you will be responsible for the day-to-day management of multiple client engagements and supervise teams in both our U.S. and India-based offices. Primary responsibilities include managing technology-enabled client engagements, developing custom technology, interacting directly with clients and other local office Deloitte teams, and managing the economics of client projects. Tax Managers on the IM team are expected to have proven project management, leadership, and client interaction skills.

In addition to the management of tax projects, PSG Tax Managers are responsible for the development and motivation of engagement staff. PSG Tax Managers are expected to provide leadership, counseling, and career guidance, and are expected to address issues related to work/life fit and retention of their engagement staff.


  • Five or more years’ federal tax experience required; partnership tax experience preferred
  • Bachelor’s degree in accounting, finance, or other business-related field required; advanced degree preferred (e.g., MST or JD)
  • CPA, enrolled agent, or other appropriate certification required
  • Big 4 experience or comparable a plus
  • Strong research and communication skills (both written and oral)
  • Strong executive presence and ability to participate in strategic planning initiatives
  • Highly disciplined and comfortable in a fast-paced environment
  • Willing to travel



Requisition code: E17CHITMGRADS – PSG

See Inside the Office of Deloitte

One of the largest professional services organizations in the U.S., Deloitte delivers innovative solutions to the complex business problems facing companies around the world. Deloitte offers rewarding careers in four businesses—audit, tax, consulting, and financial advisory. Widely recognized for its inclusion initiatives, Deloitte is committed to building a workplace environment that allows people from all generations, ethnicities, and cultures to be their authentic selves.

Back to top