Overview In this role you guide tax compliance and advisory work for investment management clients, shaping tax solutions and managing client relationships. You'll lead teams, mentor junior staff, and drive impactful tax planning initiatives. The position sits within Deloitte Tax LLP's Investment Management-focused practice, offering exposure to complex tax issues and opportunities to influence client outcomes. You will collaborate with cross-functional teams and contribute to market presence through leadership in engagements.
Compensation / Benefits- Discretionary annual incentive program
- Hybrid work model
- Professional development opportunities
- Support for qualifications/certifications
- Broad benefits package
Responsibilities- Perform high-level reviews of tax research, partnership work papers, allocations, and tax filings
- Prepare and lead client meetings on compliance and advisory projects related to tax planning opportunities and tax implications of transactions
- Train, mentor, and supervise Tax Managers, Seniors and Consultants
- Take on lead client-contact roles
- Conduct billing and profitability analysis on engagements
- Participate in marketplace eminence building and pursuits
Key requirements- 9+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- 6+ years' experience with investment management or partnership taxation
- Experience managing projects including scheduling, budgeting, client correspondence, and billing
- Experience presenting to clients or other decision-makers for project delivery or sales purposes
- Ability to travel 25% on average
- Hybrid work model requiring co-location in person 2-3 days per week
- Bachelor's degree in Accounting, Finance, or other business-related field
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA OR Licensed attorney OR Enrolled Agent
- Limited immigration sponsorship may be available
- Ability to work independently and in a team
- Effective written and verbal communication
- Meticulous attention to detail
- Tax planning and advisory
- Investment management or partnership taxation
- Experience with project management (scheduling, budgeting)
