Tax Senior – PSG – Investment Management Reporting Solutions (National Locations)

If you are looking to leverage your knowledge of investment management in a new and innovative way, Deloittes Partnership Solutions Group (PSG) may be the place for you! Come be part of a group that sets the standard for investment management tax technology and provides tax compliance and consulting services to a variety of clients in the financial services industry. Our people-first approach will provide you with a great work/life fit and great growth opportunities in a rapidly expanding environment.

Work youll do

As a Senior on our PSG IM team, you will:

Maintain and develop strong client relationships on various investment compliance and consulting engagements within the insurance and financial services industry

Consult with clients in transforming their tax compliance processes using process and technology

Lead the development of new features and capabilities in our industry leading iPACS technology ecosystem

Lead client engagement teams and client delivery

Supervise tax consultants and interns

The Team

PSG is part of National Federal Tax Services (NFTS), a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation-all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and value a balance of working hard while maintaining a work-life balance. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.

Recruiting for this role ends on Jan. 1, 2025

Qualifications

Required

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

3 years experience in federal partnership tax compliance or tax compliance for investments with corporate ownership

Bachelors degree in accounting or business-related field

Aptitude in Microsoft Office suite, especially Microsoft Excel

Experience working in a fast-paced, team environment

Strong executive presence and demonstrated effective verbal and written communication skills

A self-starter with demonstrated ability to effectively handle multiple, competing priorities

Demonstrated ability to proactively develop internal and external working relationships

Ability to travel 20%, 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

Project Management Professional (PMP)

Preferred

Investment management industry experience (e.g. private equity, real estate, fund of funds, hedge funds)

Familiarity with tax compliance for investments

Experience with data management and automation tools

Advanced degree such as MSA or MST

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 $82,880 to $175,500.

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

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.