Manager - Investment Management - Private Equity Tax - Jericho, NY

Deloitte Tax LLP helps companies understand national, state and local, and international tax structures and align the tax function with business objectives.

Deloitte Tax LLP

Investment Management

Private Equity -Tax Manager

As global leaders 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 U.S. 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 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.

We are currently looking for Tax Managers for our Investment Management Tax practice. Tax Managers use their experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. They must be familiar with the tax consulting process and have the professionalism necessary to assist clients with the effective analysis, solution development, and implementation of clients’ tax objectives. Tax Managers will have the opportunity to develop and pursue creative approaches while using the latest technologies. They conduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary.

The right person should have work experience and an advanced understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships. A general understanding of the taxation of portfolio investments, the international and multi-state tax issues facing private equity funds, key economic terms such as carried interest and management fees, and the taxation of fund investors is also required.

Responsibilities:

Tax Managers in our Private Equity Tax practice perform high-level reviews of tax research, partnership work papers, allocations and tax returns, as well as prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the funds. They also train, mentor and supervise new and experienced-level Tax Consultants and Tax Seniors. The begin taking on the lead client contact role on engagements and billing and profitability analysis on engagements. They also begin to be involved in marketplace pursuits.

Qualifications

  • 4 or more years of public accounting experience (at least 3 years in Investment Management) or equivalent in law firms or industry
  • CPA, Enrolled Agent, or other appropriate certification required (or in process of pursuing)
  • Bachelor’s degree in Accounting, Finance, or other business related field
  • Advanced Degree preferred: MST, MAcc, JD or LLM
  • Prior Big 4 experience a plus
  • Experience with managing projects including scheduling, budgeting, client correspondence and billing
  • Strong communication, interpersonal, and organizational skills
  • Excellent research and writing skills
  • Knowledge of fund accounting and general ledger accounting a plus
  • Some travel may be required

Requisition code: E17LNITMGRRK027-PE


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