Deloitte Jobs

Job Information

Deloitte Senior - Investment Management Tax - Private Equity/Wealth, Hedge Funds, Mutual Funds in Charlotte, North Carolina

Areyou looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients inpartnership taxation, leading and mentoring teams, and advising on importanttax and business issues? If you re a leader who wants to develop and thrive inthe most strategic part of our tax practice and serve our largest clients, wehave an exciting opportunity for you as a Tax Senior on our growing team!

Whatyou ll do

As a Tax Senior youwill utilize your prior experience to provide tax compliance and advisoryservices to investment management clients. You will assist clients witheffective analysis, solution development, and implementation of clients taxobjectives. You will manage the client relationship by delivering tax advisoryservices to the client. Responsibilities will include:

Performing detail-level reviews of tax research, partnership workpapers, allocations, and tax filings

Coordinating and communicating with client contacts as required togather information to complete their tax returns.

Training, mentoring, and supervising new and experienced-level taxstaff, and attending required Deloitte Tax LLP and sector-specific trainings.

Preparing and leading client meetings on compliance and advisoryprojects related to tax planning opportunities, and the tax implications ofvarious transactions to the organization.

The team

Asthe global leader in providing professional services to the InvestmentManagement industry, Deloitte Tax LLP works with clients to address a range ofcritical issues brought on by regulatory changes, competition, globalization,advances in technology, and the changing demands of their investors/customers.Our US tax industry group is comprised of more than 1,400 partners, principals,and employees providing a spectrum of tax services to a broad range ofInvestment Management companies. Our financial services clients includeinvestment advisers and administrators from every sector of the industry,including hedge funds, private equity, investment partnerships, alternativeproducts, family offices, mutual funds, broker-dealers, banks, insurancecompanies, and other investment managers.



2 years experience providing tax planning services or preparing and reviewingclient work papers and income tax returns

2 years experience with investment management or partnership taxation

Experiencewith Subchapter K, partnership allocation methodologies, and the tax complianceprocess for investment partnerships

Bachelor sdegree in accounting, finance, or other business-related field

CPA certification if qualified to sit for theCPA; if not qualified, licensed attorney, enrolled agent, or other appropriatecertification (or in the process of, or willing to obtain)

Travel up to 25% (while 25% of travel is a requirement of the role, due to Covid-19, non-essential travel has been suspended until further notice.)


PreviousBig 4 or large firm experience

Knowledgeof fund accounting and general ledger accounting

Experienceworking in a fast-paced, team environment

How you ll grow

AtDeloitte, our professional development plan focuses on helping people at everylevel of their career to identify and use their strengths to do their best workevery day. From entry-level employees to senior leaders, we believe there salways room to learn. Weoffer opportunities to help sharpen skills in addition to hands-on experiencein the global, fast-changing business world. From on-the-job learning experiences to formal development programs atDeloitte University, our professionals have a variety of opportunities tocontinue to grow throughout their career. Explore Deloitte University, The Leadership Center. at


At Deloitte, we know that great people make agreat organization. We value our people and offer employees a broad range ofbenefits. Learn more about whatworking at Deloitte can mean for you. at

Deloitte s culture

We take pride in ourculture and celebrate individuals by recognizing their uniqueness. As a commitment to our people , weoffer well-being programs and provide our professional s opportunities for support and flexibility to make daily choices that can help them to behealthy, centered, confident, and aware. This supportive culture helps enable our people to do their best workevery day. Learn more about Life at Deloitte.

Corporate citizenship

Deloitte is led by a purpose: to make an impactthat matters. This purpose defines who we are and extends to relationships withour clients, our people and our communities. Webelieve that business has the power to inspire and transform. We focus oneducation, giving, skill-based volunteerism, and leadership to help drivepositive social impact in our communities. Learn more aboutDeloitte s impact on the world. at

Recruiter tips

Wewant job seekers exploring opportunities at Deloitte to feel prepared andconfident. To help you with your interview, we suggest that you do yourresearch: know some background about the organization and the business areayou re applying to. Check out recruiting tipsfrom Deloitte professionals. at


Category: Tax

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.