Deloitte State and Local Tax Senior Manager - Investment Management, East in Charlotte, North Carolina
Do you enjoy building new client relationships to grow an already existingand successful Multistate Tax Investment Management practice? Are you ready tomake a greater impact on organizations by having the right people on your teamto combine tax consulting solutions and innovative technology that align thetax function with business objectives to the additional business you bring in?
We are looking for a sharp, analytical Multistate TaxInvestment Management Senior Manager who is ready to assist in growing andmaintaining one of the largest Multistate Tax practices in the world.
What you ll do
As a Senior Manager within the Multistate Tax Investment Management group, youwill identify effective state tax and compliance solutions for a diverse clientbase in the investment management industry including private equity funds,hedge funds, management companies, and family offices to name a few.You willwork directly with the client, manage the tax engagement team, have access toan elite group of specialists when needed, and be connected to a strong supportsystem from firm Leadership to ensure you are set up for success in your roleand career.
Responsibilities will include:
Maintaining and developing strong client relationships on various tax consulting/complianceengagements in the investment management arena.
Identifying client needs and leveraging Deloitte s rangeof services and extensive resources to meet those needs and cross sell amongvarious lines of service.
Acting as a trusted business advisor to clients on avariety of issues including multistate tax planning, accounting for incometaxes, restructuring, audit defense, and due diligence.
Managing engagement profitability, billings to clients,and engagement team resources.
Assisting with drafting and presenting new proposals tonew and existing clients.
Providing leadership, counseling, and career guidancefor the development and motivation of the engagement team.
Deloitte s Multistate Tax Services Investment Management group is part of oneof the largest State and Local Tax practice in the world with more than 1,500 professionals worldwide. OurMultistate Tax professionals include former state tax auditors andadministrators, industry personnel, tax practitioners, accounting specialists,and technology personnel with numerous years of multistate tax experience.Collectively, our team has significant experience with the requirements andnuances of jurisdictions in all 50 states. In addition to the investmentmanagement services discussed above, our overall practice s specific servicesinclude state income and franchise tax, indirect tax, business restructuring,credits and incentives, sales and use tax outsourcing, excise tax, propertytax, state strategic tax review, and state tax controversy.
10 years experience in state income and franchise tax, with experience inthe Investment Management industry
Proven ability to grow and manage a book of business and a solid reputation asa subject matter expert within state income and franchise tax
Experience with state and local pass-through andcorporate tax returns
Experience with state tax planning, tax research, and tax analysis
Bachelor's degree in accounting, finance, or related field
CPA certification if qualified to sit for the CPA; if not qualified, licensedattorney, Enrolled Agent, or other appropriate certification
Must have Investment Management (Asset Management, HedgeFund, Fund of Fund and Private Equity) experience to be considered
Public Accounting experience
Excellent research and writing skills
Excellent presentation and communications skills
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. We offer opportunities to help sharpen skills in additionto hands-on experience in the global, fast-changing business world. From on-the-job learning experiences toformal development programs at Deloitte University, our professionals have avariety of opportunities to continue to grow throughout their career. Explore Deloitte University, The LeadershipCenter.
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