Deloitte Tax Consultant II - Business Tax Services - Investment Management - Private Equity in Costa Mesa, California
Partnership agreements. Subchapter K. Aggregate allocations. Deferral techniques. Consulting for major players. Do this describe your ideal tax position? If you've got a solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for investment partnerships, along with a general understanding of portfolio investments and the international and multi-state tax issues facing private equity funds, then we have an exciting opportunity for you as a Tax Consultant II on our growing team!
Work you'll do
As a Tax Consultant II, you will work within an engagement team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. Responsibilities will include:
Performing detail-level reviews of partnership work papers, allocations, and tax returns as well as preparing materials and research for consulting projects related to tax planning opportunities.
Coordinating and communicating with client contacts as required to gather information to complete their tax returns.
As global leaders in providing professional services to the Investment Management industry, Deloitte 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 customers. Our cross-functional industry group is comprised of more than 2,800 partners, managers and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory and consulting services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.
1+ years' experience providing tax planning services or preparing client work papers and income tax returns
Bachelor's degree in accounting, finance or other business-related field
One of the following accreditations obtained, in process, or willing/able to obtain:
Licensed CPA in state of practice/primary office if eligible to sit for the CPA
If not CPA eligible:
Ability to demonstrate basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
Experience working in a fast-paced, team environment
Strong verbal and written communication skills
Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
Limited immigration sponsorship may be available
Previous Big 4 experience
Knowledge of fund accounting and general ledger accounting
An understanding of the taxation of portfolio investments and the fund investors, as well as the international and multi-state tax issues facing private equity funds
For individuals assigned and/or hired to work in New York City or Jersey City, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New York City and Jersey City and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $68,800 to $103,200.
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.