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Deloitte

Senior, International Tax (Investment Management)

Deloitte, Raleigh, NC


Are you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment advisory" and "fund formation, hold, and exit reporting and consulting" peak your interest? Do you enjoy providing tax consulting and compliance services to U.S and foreign clients while identifying and analyzing complex issues? If you answered "Yes" to any of these questions, you should consider a career in Deloitte's International Private Equity and Investment Management practice.

What You'll Do

As a Tax Senior Consultant, you will work within an engagement team and draw on experience in accounting and taxation to provide tax consulting and compliance services to various client types on the tax implications of their inbound and outbound structures and investments. You will identify basic, and some complex, tax issues and provide tax analysis and recommendations for these entities and their affiliates. Additional responsibilities will include:
  • Preparing and reviewing work papers, allocations, and tax returns for partnerships and corporations.
  • Researching and preparing materials for consulting projects related to tax planning considerations, such as structure reports, transaction step plans and memoranda.
  • Assisting with developing complex tax projection calculations and models to analyze tax structuring alternatives and planning opportunities.
  • Utilizing proprietary technologies to assist clients in streamlining their tax compliance processes and filing obligations.
  • Supervising less experienced tax consultants.
The Team

As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP 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 investors/customers. Our US tax industry group is comprised of more than 1,400 partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers.

Qualifications

Required:
  • 3+ years of experience providing tax planning and/or compliance services
  • 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
  • Bachelor's degree in accounting, finance or other business-related field
  • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • One of the following active accreditations obtained, in process, or willing 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
Preferred:
  • Previous Big 4 experience
  • Experience with partnership, funds, and/or international taxation
  • Experience working in a fast-paced, team environment
  • Strong verbal and written communication skills
The wage range for this role 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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. 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 $73,500 to $161,200.

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.

Information for applicants with a need for accommodation:

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

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