Deloitte Tax Manager - Multistate Tax - Investment Management industry in San Francisco, California
Are you a strategic and creative Investment Management Tax professional who enjoys solving complex state 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 Multistate Tax Manager who has a specialization in the Investment Management industry and wants to continue to work on complex state tax issues for some of the most well-known Global Investment Management firms.
What you ll do
As an Investment Tax Manager within the Multistate Tax Servicesgroup, you will provide state tax compliance and consulting services toInvestment Management industry clients such as hedge funds, mutual funds,private equity funds, and other alternative investment funds. You will work directly with theclient, manage the tax engagement team, have access to an elite group ofspecialists when needed, and be connected to a strong support system from firmLeadership 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.
Overseeing complex state tax compliance projectsrequiring a technical review of partnership and corporate state tax returns and work papers for Investment Management clients.
Overseeing complex tax projects requiring research and tax analysis for a variety of investment fund structures.
Managing engagement workflow, engagement team resources, and engagement billing.
Providing leadership, counseling, and career guidance for the development and motivation of the engagement team.
5 years experience in state tax compliance for partnership and corporate multistate tax returns for Investment Management clients.
Solid understanding of state investment partnership rules, common structures for private equity funds, mutual funds, hedge funds and private wealth funds.
Solid understanding of sourcing rules for non-unitary partnerships, business and nonbusiness sourcing rules.
Bachelor's degree in accounting, finance or other business related field.
CPA certification if qualified to sit for the CPA or if not qualified, licensed Attorney, an Enrolled Agent, or other appropriate certification.
Excellent research and writing skills.
Excellent presentation and communications skills.
Advanced degree such as Masters of Tax or JD and/or LLM
Previous Big 4 or large CPA firm experience
Deloitte's Multistate Tax Services (MTS) group is the largest State and Local Tax (SALT) practice in the United States, with more than 1,000 professionals nationwide.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. Our 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.
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 https://zoomforth.com/s/deloitte/du#home
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 http://www2.deloitte.com/us/en/pages/careers/articles/life-at-deloitte-benefits-and-rewards.html
Deloitte s culture
We take pride in our culture and celebrate individuals by recognizing their uniqueness. As a commitment to our people , we offer well-being programs and provide our professional s opportunities for support and flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. This supportive culture helps enable our people to do their best work every day. Learn more about Life at Deloitte.
Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities.We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte s impact on the world. at http://www2.deloitte.com/us/en/pages/about-deloitte/articles/deloitte-corporate-citizenship.html
We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you re applying to. Check out recruiting tips from Deloitte professionals. at http://www2.deloitte.com/us/en/pages/careers/topics/recruiting-tips.html
As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. 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.