Partnership agreements. Subchapter K. Aggregate allocations. Deferral techniques. Consulting for major players. Do this describe your ideal tax position? If you've got a solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for investment partnerships, along with a general understanding of portfolio investments and the international and multi-state tax issues facing private equity funds, then we have an exciting opportunity for you as a Tax Consultant II on our growing team!
Work you'll do
As a Tax Consultant II, you will work within an engagement team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. Responsibilities will include:
Performing detail-level reviews of partnership work papers, allocations, and tax returns as well as preparing materials and research for consulting projects related to tax planning opportunities.
Coordinating and communicating with client contacts as required to gather information to complete their tax returns.
As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. Our cross-functional industry group is comprised of more than 2,800 partners, managers and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory and consulting services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.
1+ years' experience providing tax planning services or preparing client work papers and income tax returns
Bachelor's degree in accounting, finance or other business-related field
CPA, Enrolled Agent, or other appropriate certification (or in the process of pursuing)
Ability to demonstrate basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
Experience working in a fast-paced, team environment
Strong verbal and written communication skills
Travel up to 25% (While 25% of travel is a requirement of the role, due to COVID-19, non-essential travel has been suspended until further notice.)
Limited immigration sponsorship may be available
Previous Big 4 experience
Knowledge of fund accounting and general ledger accounting
An understanding of the taxation of portfolio investments and the fund investors, as well as the international and multi-state tax issues facing private equity funds
Internal Number: 17224750
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. At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits.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. 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. 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.