Deloitte State Income and Franchise - Investment Management Tax Senior Manager - Multistate in San Jose, California
Are you a strategic and creative Multistate Tax Investment Management professional who loves solving complex state and local tax issues? If you are ready to make a greater impact on organizations by combining tax consulting solutions and innovative technology, then this may be the right fit for you!
We are looking for a sharp, analytical Senior Manager who is ready to seek and take-on new challenges and join one of the largest Multistate Tax practices in the world.
What You'll Do
As a Senior Manager within the Multistate Tax Investment Management group, you will identify effective state tax and compliance solutions for 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 in the investment management arena.
Identifying client needs and leveraging Deloitte's range of services and extensive resources to meet those needs and cross sell among various lines of service.
Acting as a trusted business advisor to clients on a variety of issues including multistate tax planning, accounting for income taxes, restructuring, audit defense, and due diligence.
Managing engagement profitability, billings to clients, and engagement team resources.
Assisting with drafting and presenting new proposals to new and existing clients.
Providing leadership, counselling, and career guidance for the development and motivation of the engagement team.
With more than 1,500 professionals worldwide include former state tax auditors and administrators, industry personnel, and technology personnel with years of multistate tax experience. Collectively, our team has significant experience with nuances of jurisdictions in all 50 states. Our team's overall practice specific services include investment management services, 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.
10+ years' experience in state income and franchise tax, with experience in the Investment Management industry
Proven ability to grow and manage a book of business and a solid reputation as a subject matter expert within state income and franchise tax
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
One of the following accreditations obtained:
Licensed CPA in state of practice/primary office if eligible to sit for the CPA
If not CPA eligible:
Public Accounting experience
Excellent research and writing skills
Excellent presentation and communications skills
Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Limited immigration sponsorship may be available.
For individuals assigned and/or hired to work in New York 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 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 $131,600 to $288,600
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.