Deloitte Tax Senior - Investment Management - Multistate Tax Services in San Francisco, California

Are you a strategic and creativeInvestment Management Tax professional who enjoys solving complex state taxissues? Are you ready to make a greater impact on organizations by combiningtax consulting solutions and innovative technology that align the tax functionwith business objectives?

We are looking for a Multistate TaxSenior who has a specialization in the Investment Management industry and wantsto continue to work on complex state tax issues for some of the most well-knownGlobal Investment Management firms.

What you ll do

As an Investment Tax Senior within the Multistate Tax Services group, you will provide state tax compliance and consulting services to Investment Management industry clients such as hedge funds, mutual funds, private equity funds, and other alternative investment funds.

Responsibilities will include:

Performing a detailed technical review of partnership and corporate state tax returns and work papers for Investment Management clients.

Assisting with engagement workflow management and supervising staff on assigned engagements.

Overseeing complex tax projects requiring research and tax analysis for a variety of investment fund structures.

Assisting with audit defense for state tax notices.



3 years experience in state tax compliance for partnership and corporate multistate tax returns for Investment Management clients

Strong understanding of state investment partnership rules, common structures for private equity funds, mutual funds, hedge funds and private wealth funds

Strong 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(or in the process of obtaining)

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

The Team

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 .


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Category: Tax

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see 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.