Deloitte State and Local Tax Manager - Investment Management, West in San Francisco, California
Are you a strategic and creative Multistate Tax Investment Management professional who likes solving complex state and local tax issues? Are you ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology that align the tax function with business objectives?
We are looking for a sharp, analytical Multistate Tax Investment Management Manager who is ready to take on new challenges and join one of the largest Multistate Tax practices in the world.
What you ll do
As a Manager within the Multistate Tax Investment Management group, you will be a valuable member on engagements and provide state tax consulting and compliance services to a diverse client base in the investment management industry including private equity funds, hedge funds, management companies, and family offices to name a few. You will work directly with the client, manage the tax engagement team, have access to an elite group of specialists when needed, and be connected to a strong support system from Firm Leadership to ensure you are set up for success in your role and career. Responsibilities will include:
Maintaining and developing strong client relationships on various tax consulting/compliance engagements.
Advising clients on a variety of issues including partnership and corporate state and local tax returns and work papers with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation.
Coordinating with an in-house tax preparation team within Deloitte and with the clients tax department.
Overseeing detailed review of estimated payment, withholding and composite tax calculations as well as investor packages including state K-1s and grids and related filings.
Researching and analyzing state tax legislation and assisting with the overall impact on the compliance and investor reporting process.
Overseeing various tax consulting projects including research and writing projects related to tax planning, restructuring, due diligence, nexus studies, audit defense, and accounting for income taxes.
Managing engagement workflow management and supervising tax consultants and interns on assigned engagements.
Deloitte s Multistate Tax Services Investment Management group is part of one of the largest State and Local Tax practice in the world with more than 1,500 professionals worldwide. Our Multistate Tax professionals include former state tax auditors and administrators, 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 and nuances of jurisdictions in all 50 states. In addition to the investment management services discussed above, our overall practice s specific services include state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.
5 years experience in state income and franchise tax, with experience in the Investment Management industry
Experience with state and local pass-through and corporate 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, licensed attorney, Enrolled Agent, or other appropriate certification
Public Accounting experience
Excellent research and writing skills
Excellent presentation and communications skills
How you ll grow
At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center.
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you at https://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html .
Deloitte s culture
Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte .
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