Tax Senior - Investment Management - Private Equity Tax (Central Region Office Locations)
Deloitte
- Austin, TX
- $63,420-126,620 per year
- Permanent
- Full-time
- Performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings
- Coordinating and communicating with client contacts as required to gather information to complete their tax returns.
- Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings.
- Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the organization.
- 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
- Bachelor's degree in Accounting, Finance, or other business-related field
- One of the following accreditations obtained, in process, or must be willing and able to obtain:
- 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)
- 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
- Previous Big 4 experience or large CPA firm experience
- 2+ years' experience with investment management or partnership taxation
- Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships
- Knowledge of fund accounting and general ledger accounting
- Experience working in a fast-paced, team environment
- Strong verbal and written communication skills
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