Manager - Investment Management - Private Wealth Tax - New York, 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
Private Wealth – 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 Asset 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 experience and an advanced understanding of individual, fiduciary, and partnership income taxation; gift, estate and GST transfer taxation; family office structure and management; private trust companies’ structure and governance; as well as a general understanding of taxation surrounding portfolio investments, closely held businesses, and charitable planning.
Tax Managers in our Private Wealth Tax practice perform high level reviews of tax research, individual, fiduciary, partnership, closely held corporations, estate and gift workpapers and tax returns as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the business owners. They also train, mentor, and supervise new and experienced-level Tax Consultants and Tax Seniors. They 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.
- 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 obtaining)
- 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 reviewing partnership and/or trust documents required
- 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: E17NYCTMGRRK024-PW
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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.
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