Deloitte Tax Senior - PSG - Investment Management Tax - Investor Solutions in Dallas, Texas
If you are looking to leverage your knowledge of investment management in a new and innovative way, Deloitte's Partnership Solutions Group (PSG) may be the place for you! Come be part of a group that sets the standard for investment management tax technology and provides tax compliance and consulting services to a variety of clients in the financial services industry. Our people-first approach will provide you with a great work/life fit and great growth opportunities in a rapidly expanding environment.
Work you'll do
As a Senior on our PSG IM team, you will:
Maintain and develop strong client relationships on various investment compliance and consulting engagements within the insurance and financial services industry
Consult with clients in transforming their tax compliance processes using process and technology
Lead the development of new features and capabilities in our industry leading iPACS technology ecosystem
Lead client engagement teams and client delivery
Supervise tax consultants and interns
PSG is part of National Federal Tax Services (NFTS), a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation-all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and value a balance of working hard while maintaining a "work-life balance." NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.
2+ years' experience in federal partnership tax compliance or tax compliance for investments with corporate ownership
Foundational knowledge of Generally Accepted Accounting Principles (GAAP), Statements of Statutory Accounting Principles (SSAP), and related pronouncements such as Accounting Standards Codification Topic 740: Income Taxes (ASC 740) and Statement of Statutory Accounting Principles No. 101 (SSAP 101)
Bachelors degree in accounting or business-related field
Aptitude in Microsoft Office suite, especially Microsoft Excel
Experience working in a fast-paced, team environment
Strong executive presence and demonstrated effective verbal and written communication skills
A self-starter with demonstrated ability to effectively handle multiple, competing priorities
Demonstrated ability to proactively develop internal and external working relationships
Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
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:
Project Management Professional (PMP)
Chartered Financial Advisor (CFA)
Familiarity with tax compliance for investments
Investment management industry experience (e.g. private equity, real estate, fund of funds, hedge funds)
Advanced degree such as MSA or MST
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 $95,900 to $178,100.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
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.