Deloitte Tax Senior - Investment Management - Private Equity Tax in Milwaukee, Wisconsin
Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, leading and mentoring teams, and advising on important tax and business issues? If you're a leader who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team!
What You'll Do
As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client.
Responsibilities Will Include:
Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings
Coordinating and communicating with client contacts as required to gather information to complete their tax returns.
Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings.
Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization.
As the global leader 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 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 of Investment Management companies. Our financial services 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.
Bachelor's degree in Accounting, Finance, or other business-related field
2+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
2+ years' experience with investment management or partnership taxation
Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
One of the following accreditations obtained, or in process, or must be able/willing to obtain:
Licensed CPA in state of practice/primary office if eligible to sit for the CPA
If not CPA eligible:
Limited immigration sponsorship may be available
Previous Big 4 experience or large CPA firm experience
Knowledge of fund accounting and general ledger accounting
Experience working in a fast-paced, team environment
Strong verbal and written communication skills
For individuals assigned and/or hired to work in Colorado or Nevada, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the State of Colorado and the State of Nevada 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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. 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 $63,700 to $118,300.
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.