Tax Senior Manager - Investment Management - Private Equity (West Region Office Locations)
Deloitte
- Boise, ID
- Permanent
- Full-time
- Performing high-level reviews of tax research, partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of various transactions to the funds.
- Training, mentoring, and supervising Tax Consultants, Tax Seniors, and Tax Managers, and being heavily involved in the recruitment process.
- Being the lead client contact on engagements and the billing and profitability analysis of engagements, in addition to being heavily involved in marketplace eminence building and pursuits.
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- 8+ years' total corporate or international tax experience
- A 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:
- Licensed Attorney
- Enrolled Agent
- Certifications:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
- Advanced degree such as Masters of Tax, JD, and/or LLM
- Previous Big 4 or large CPA firm experience
- Experience with US clients and a basic understanding of US tax
- Demonstrated effective verbal and written communication skills
- Demonstrated research skills
- Self-starter and demonstrated ability to effectively handle multiple, competing priorities
- Demonstrated management experience